Stuff I'm Watching

Italy... what can possibly go wrong? 10-yr BTPs and 10-yr Bund Yields

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3 stories and 1 Debt Clock that sum up the Italian Problem


Why Italy's Debts are Europe's Big Problem

BBerg - https://www.bloomberg.com/graphics/2019-italian-banks/


Italy sees record investor demand for 30-year debt

FT - https://www.ft.com/content/f97ed032-2a2e-11e9-a5ab-ff8ef2b976c7?shareType=nongift

 

Roger Bootle - Crisis Brewing in Italy will lead to default, exit from the Euro, or both

Torygraph - https://www.telegraph.co.uk/business/2019/02/03/crisis-brewing-italy-will-lead-default-exit-euro/


Italy Debt Clock: https://www.nationaldebtclocks.org/debtclock/italy

A brief history of Britain's engagement with Yoorp

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The 9 times Britain has left Europe and why the cycle will happen again.


https://stephenliddell.co.uk/2019/01/21/the-9-times-britain-has-left-europe/

Amazon ain't the King of Queens

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What does it all mean for an increasingly torn looking US? Radical activism vs Jobs sounds like a loser, but...


Bill de Blasio: The Path Amazon Rejected

https://www.nytimes.com/2019/02/16/opinion/amazon-new-york-bill-de-blasio.html


The political game behind Amazon's retreat from New York

FT - 

https://www.ft.com/content/8959e6a8-30d6-11e9-ba00-0251022932c8


Amazon's Retreat on New York HQ followed unexpected backlash

NYT - https://www.nytimes.com/2019/02/14/nyregion/amazon-hq2-queens.html



Stuff I'm Reading

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What's in the News:


Key Investors Are Unhappy With Softbank Tech-Investment Fund

WSJ - https://www.wsj.com/articles/key-investors-are-unhappy-with-softbank-tech-investment-fund-11550509200


Apple's Executive Shake-up Readies Company for Life After iPhone

WSJ - https://www.wsj.com/articles/apple-executive-shake-up-readies-it-for-life-after-iphone-11550503767?cx_testId=16&cx_testVariant=cx&cx_artPos=1&cx_tag=collabctx&cx_navSource=newsReel#cxrecs_s


Yay, now it's our turn to call people traitors, confirms Labour

DM - https://www.thedailymash.co.uk/politics/politics-headlines/now-its-our-turn-to-call-people-traitors-confirms-labour-20190218182589


What A Way To Go? Hackers Can Turn Sex Robots Into Killing Machines, Security Expert Warns

ZH - https://www.zerohedge.com/news/2019-02-18/what-way-go-hackers-can-turn-sex-robots-killing-machines-security-expert-warns


In a Volatile World, Europe Struggles to Find its Voice

WSJ - https://www.wsj.com/articles/in-a-volatile-world-europe-struggles-to-find-its-voice-11550497262


How worried should we be about a US economic slowdown?

FT - https://www.ft.com/content/bfc2193a-3032-11e9-ba00-0251022932c8


Worry About Debt? Not so Fast, Some Economists Say

WSJ - https://www.wsj.com/articles/worry-about-debt-not-so-fast-some-economists-say-11550414860


German Regulator banks shorting of Wildcard shares

FT - https://www.ft.com/content/25f9a94c-3354-11e9-bd3a-8b2a211d90d5


Global Stocks Edge Higher as US-China Trade Talks Progress

https://www.wsj.com/articles/global-stocks-edge-up-as-u-s-china-trade-talks-progress-11550478796


Bill Gates: Best Option For Soaking The Rich Would Be Hiking Capital Gains Tax

ZH - https://www.zerohedge.com/news/2019-02-18/bill-gates-best-option-soaking-rich-would-be-hiking-capital-gains-tax


GE Powered ther American Century - Then It Burned Out

WSJ - https://www.wsj.com/articles/ge-powered-the-american-centurythen-it-burned-out-11544796010?mod=cx_picks&cx_navSource=cx_picks&cx_tag=cscorer&cx_artPos=1#cxrecs_s


Top Investors call on Deutsche Bank to cut back US investment bank

FT - https://www.ft.com/content/6bb5777c-2ec7-11e9-8744-e7016697f225


Airbus to retire the A380, the Superjumbo That Never Quite Took Off

https://www.wsj.com/articles/airbus-will-stop-building-its-a380-superjumbo-jet-11550121699


Europe faces a reckoning as "the bezzle" bites QE

https://www.ft.com/content/bcd63ce0-2df0-11e9-ba00-0251022932c8


It is time to worry about Germany's Economy

Economist - https://www.economist.com/leaders/2019/02/07/it-is-time-to-worry-about-germanys-economy


   

 

   


   




Blain Speaks....

8/Jan/19 

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