SOV GGBs and CDS, mathematics, philosophy and history of finance. Distributism & Liberation Theo., SI. God has no religion. Domine, fac me servum pacis tuae.
10 year assumptions underlying scenario A (too optimistic in my opinion)
Projected paths for Italian debt [ABC, BofA]
Needs more consolidation of banking industry ...
Economic domination of the West is a relatively recent phenomenon. CN, WEU, India, GB GDP 1600 - 1870.
Data up to Q1-2010, but given d-vol is down from that period, the missing period doesn't really matter.
2011/2012 economic forecast for Germany, France, Italy, Spain, Portugal and Greece [Citi]
WoW change in CDS net notional amounts for the week ending 7/22 (sovereigns)
WoW changes in Net Notional Outstanding (sovereigns) for the week ending 7/15.
SNB intervention (bln) vs EURCHF (spot)
Estimated SNB FX losses (CHF bln)
HSBC global growth forecast (countries, regions)
SN CDS Contracts by Year of Scheduled Termination Date (41 SN CDS contr. with 50Y+ maturity, with 21 88Y) [DTCC]
Good summary #FX
And then, there are papers that actually bring some valuable data to the table.
20-d, 2-mo, 3-mo CDS Indices volatilities
Changes in reserves (incl fwds)
Estimated FX intervention (Asian Central Banks)
Spa debt composition / evolution (Central Government, Regional Governments, Municipalities), with focus on RG, M.
Last piece of data for the day (really): Global growth forecast (expect it to be revised down for most DMs)
Funding needs / Bonds maturing F2011, F2012 (Ita, Gre, Ire, Spa, Por) [EUR Volume]
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