UniCredit / Commerzbank – Control Without Control
UniCredit’s near-39% voting exposure pushes Commerzbank further into a “control without control” situation, with investors increasingly pricing...
124 Views
Turkey - Legging Down
* Following up on his sweeping cabinet changes on Tuesday, July 10, 2018, President Erdogan has also accelerated his push to engineer a full blown...
472 Views
Italian Election Likely to Severely Impact Financial Sector
* A Coalition Win Creates Numerous Problems: The German government likely will drag out the timeline for new Italian elections in order to guide...
251 Views
Global Financials Positioning:Â Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
250 Views
Money Matters: Deutschland Ăśber Alles?
Eurozone inflation announced today came in "on target" at 2% for the first time in 4 years!! To give credit where credit is due, between 2001 and...
804 Views