Recent Posts

  • Regarding Europe

    Regarding Europe

    Monday January 24, 2011 Readers may be starting to feel that these commentaries are obsessed with interest rates in general,...

     
  • Foreign observers of the Eurozone

    Foreign observers of the Eurozone

    Monday January 17, 2010 Foreign observers of the Eurozone would be well advised to pay close attention to recent comments...

     
  • Financial Times published

    Financial Times published

    Monday January 10, 2010 Last week the Financial Times published the results of an unusual survey in which 68 City of London...

     
  • Long Term Capital Management

    Long Term Capital Management

    Monday December 20, 2010 It scarcely seems possible that earlier this year we celebrated the tenth anniversary of the final...

     
  • The biggest news of the week for global investors?

    The biggest news of the week for global investors?

    Monday December 13, 2010 What’s the biggest news of the week for global investors?  Probably it concerns the delicate...

     
  • Does anyone still remember the BTP convergence trade?

    Does anyone still remember the BTP convergence trade?

    Monday December 6, 2010 Does anyone still remember the BTP convergence trade?  Those who worked on the LIFFE floor surely...

     
  • Discussion of monetary policy

    Discussion of monetary policy

    Monday November 29, 2010 In any discussion of monetary policy, it is never long before a divide appears between hawks and...

     
  • NAKEDTRADER COMMENTARY

    NAKEDTRADER COMMENTARY

    Monday November 22, 2010 NAKEDTRADER COMMENTARY What’s going on in Ireland?  The EU, the IMF and the British Government...

     
  • G20 meeting in Seoul

    G20 meeting in Seoul

    Monday November 15, 2010 NAKEDTRADER COMMENTARY The G20 meeting in Seoul is over, having produced the usual communique about...

     
  • Pays attention to the world’s press

    Pays attention to the world’s press

    Monday November 8, 2010 NAKEDTRADER COMMENTARY We suspect that Ben Bernanke, a cultured man who pays attention to the world’s...