In our latest piece we look at the ECB’s overkill and all manner of possible over-valuations at work in different markets around the world – the two not being entirely unconnected, the reader might note!
ECB: Mario’s lost OFF button
Germany: Wirklich kein Wirtschaftswunder
Just how old IS that US recovery?
VIX and stones may break my bones
Bonds: making widows & paying them mites.
China: Giving NO credit where credit’s due
Japan: Nick Leeson’s revenge—a dish served very cold indeed.