Posts from Thursday Feb 6 2014

The Closer


- What if Germany is booming and nobody noticed?

- The Economist on the rise of government-to-government trade.

- Deloitte’s predictions for technology, media, and telecoms in 2014 (slide deck). Read more

Weather it’s worth worrying about, who knows

A chart from Credit Suisse (click to enlarge for a clearer picture):

The strategists add:

 Read more

Markets Live: Thursday, 6th February, 2014

Live markets commentary from 

The (early) Lunch Wrap

Sony warns of $1bn loss || A Dreamliner software problem diverts Air India flight || Commerzbank sells Spanish bucket of bad loans || UK car sales strong || Turkey parliament votes for web censorship || Stocks edge up ahead of ECB decison Read more

Quantified negativity and the ECB

Just in case Draghi actually, finally, opts for negative rates later today and puts us all out of our misery, Deutsche Bank’s George Saravelos has taken a stab at how big a hit the euro would take (with our emphasis in the last paragraph): Read more

Man without Webvan (updated)

Tuesday, February 4, 2014

From the FT:

Ocado has the benefit of being part of growing market. Online’s share of the grocery market will nearly double from almost 4 per cent in 2013 to 7 per cent by 2018, according to IGD. “We are preparing for a massive opportunity,” says Mr Steiner.

It is an opportunity that fellow co-founder Jason Gissing has chosen to skip. Mr Gissing will step down as the group’s commercial director later this year, but will retain his 3 per cent stake in the company.

Thursday, February 6, 2014

From RNSRead more

Just one of your old time corrections

From the man with Austin Powers-like assets under management, apparently:

 Read more

Further reading

Elsewhere on Thursday,

- How the New Classicals drank the Austrians’ milkshake.

- Puerto Rico needs to prepare for its default.

- Negative moneyRead more

The 6am London Cut

Markets: Asian markets are calmer and Australian equities have been buoyed by strong economic data, but the overall mood is cautious as traders await monetary policy updates out of Europe as well as Friday’s US jobs report. (FT’s Global Markets OverviewRead more