Tag Archives: Markit Credit Research

Monthly Economic Overview - July 2013

Amidst a slew of Wall Street Fuckwit Analysts downgrading their GDP forecasts, both Domestic and Global, it’s no surprise that this month’s Monthly Economic Overview from Markit is more REALISTIC (Negative) than what the media might want us to believe.

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Europeans Defaulting On Their Credit Card Debt?

In a world were Spreads are at their Tightest they’ve ever been, courtesy of the relentless money printing by the Economically Retarded Central Bankers, it appears that some Black Swans are starting to pop outta nowhere, signalling that the House … Continue reading

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Dividend Forecasts: UK and Europe (May 8th, 2013)

ArcelorMittal February 14th 2014, USD 0, DIPs 0 Markit expects a flat dividend for FY13, and in the same dividend timetable as for FY12. Therefore, a single payment of EUR 0.20 is forecasted for Q2, and the Q1 payment is … Continue reading

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European CDS Indices Break Key Psychological Levels

European credit indices broke through important psychological barriers today, ahead of Thursday’s crucial European Central Bank policy decision. The Markit iTraxx Europe traded below 100bps, the first time it has done so since May 2011, while the Markit iTraxx Crossover … Continue reading

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Guest Post: Waiting For The LBO Boom

Only weeks ago leveraged buyout fever was sweeping through the credit markets. But the boom hasn’t yet materialized, and the company that triggered the speculation remains in public hands. Rumors, that US computer maker Dell was a target for private equity … Continue reading

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Positive Earnings Help Bolster Bullish Sentiment On Wall Street

Robust earnings in the US helped markets consolidate following the tragic bombings in Boston and the ongoing sell-off in commodities. Goldman Sachs was the latest bank to beat earnings expectations after it reported a 7% increase in net income. Earnings … Continue reading

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China Economic Slowdown Temporary or Beginning of The End?

Official data brought disappointing news on the performance of the world’s second largest economy at the start of 2013, with economic growth slowing rather than accelerating in China in the first quarter, as analysts had been anticipating. However, several factors suggest that the slowdown could … Continue reading

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Guest Post: China Slowdown Hits Risk Appetite

Disappointing economic data from China led to risk assets starting the week on the back foot. Growth in the world’s second-biggest economy slowed to 7.7% in the first-quarter, down from 7.9% in the previous quarter and well below the 8% … Continue reading

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