Posted by windyjazz on 5th of Jan 2012 at 12:16 pm
Pisani more specifically have been trying to make a case for a
Euro disconnect....just as you indicate Euro banks down US up, Euro
way down markets off some but not alot, French bond auction ok but
not great...italian bonds over 7% market not crashing etc. I would
love to see that but personally don't think it will happen...first
neg news gem out of Europe should end the disconnect talk.
CNBC talking heads
Credit Suisse and Deutsche Bank down 6%
Posted by windyjazz on 5th of Jan 2012 at 12:16 pm
Pisani more specifically have been trying to make a case for a Euro disconnect....just as you indicate Euro banks down US up, Euro way down markets off some but not alot, French bond auction ok but not great...italian bonds over 7% market not crashing etc. I would love to see that but personally don't think it will happen...first neg news gem out of Europe should end the disconnect talk.
Put Hungary on the radar too...
Posted by lessarda on 5th of Jan 2012 at 12:24 pm