Tag Archives: Macro

Exports and Deficits. Two Sides of a Difficult Coin

This article was published in El Confidencial on February 2013

“Spain Has Potential to Drag Down The Whole Euro Area” Fitch
“The worst is behind us” Barclays

Last week Francois Hollande, France’s president, said that “the Euro crisis has passed” and just as he spoke, peripheral countries’ bond yields soared. Continue reading Exports and Deficits. Two Sides of a Difficult Coin

Front Row: What history tells us and what could change

Front Row represents the personal opinion of Rodrigo Rodriguez, European Head of developed cash trading for Credit Suisse.

Short week for me as I went back to my home country for a long weekend to do the follow up on  little Rods’ helmet and his overall health. It is amazing how much you learn by observing and listening in the doctors waiting room. Continue reading Front Row: What history tells us and what could change

Fracking concerns addressed

US+gas+vs+Euro+gasChart: US gas price -44% since shale gas revolution, Euro gas +23%, UK gas +30% (in USD)… Ban fracking! 🙂

We live in panic times. Horror stories abound about shale gas, the energy revolution that has taken US gas prices to the lowest level in decades, has created 2.1 million jobs, 75 billion in tax revenues, 283 billion in GDP, and raised household income up by $1200/yr (source: CERA) … Continue reading Fracking concerns addressed

Front Row: Long Value

Front Row represents the personal opinion of Rodrigo Rodriguez, European Head of developed cash trading for Credit Suisse.

So my dear Tej (who is currently taking his 14th sick day of the year….) has been complaining about the quality of Front Row recently without fully realising perhaps the huge amount of stress combined with severe lack of time under which these pieces were written. Continue reading Front Row: Long Value