KIRON SARKAR
Kiron Sarkar has agreed to be presented on the longwavegroup website. He writes almost every working day and presents you with his insights re-the main headlines, mostly in Europe, because that is where he lives. I have found his synopsis to be very valuable and I hope you do too.
Gloom continues
Kiron Sarkar
May 17, 2012
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Back to following Greece
Kiron Sarkar
May 16, 2012
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A change in EZ policies is coming
Kiron Sarkar
May 14, 2012
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JPM announces major losses on its "hedges"
Kiron Sarkar
May 11, 2012
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Bundesbank "accepts" higher inflation – wow
Kiron Sarkar
May 10, 2012
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Spanish 10 year yields above 6.0%
Kiron Sarkar
May 9, 2012
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A further election in Greece likely
Kiron Sarkar
May 8, 2012
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Very disappointing NFP data
Kiron Sarkar
May 4, 2012
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Weaker US data
Kiron Sarkar
May 3, 2012
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Murdoch deemed unfit to run a global company
Kiron Sarkar
May 1, 2012
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Spain in recession once again
Kiron Sarkar
April 30, 2012
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Likely diplomatic friction between the US and China
Kiron Sarkar
April 29, 2012
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Weaker US 1st Q GDP
Kiron Sarkar
April 28, 2012
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S&P downgrade for Spain
Kiron Sarkar
April 27, 2012
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Calls for growth measures in Europe
Kiron Sarkar
April 26, 2012
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UK back in "technical" recession
Kiron Sarkar
April 25, 2012
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A bit of calm in Europe today - for how long
Kiron Sarkar
April 24, 2012
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Gloom and doom pervades the Euro Zone
Kiron Sarkar
April 23, 2012
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India funding requirements could be problematical
Kiron Sarkar
April 20, 2012
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Dutch need to decide on spending cuts imminently
Kiron Sarkar
April 19, 2012
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IMF's report warns of massive deleveraging by European banks
Kiron Sarkar
April 18, 2012
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IMF increases its growth projections
Kiron Sarkar
April 18, 2012
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Indian Central Bank cuts rates by more than expected
Kiron Sarkar
April 17, 2012
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Spanish problems continue
Kiron Sarkar
April 15, 2012
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Forthcoming IMF report may question whether the Yuan is materially undervalued
Kiron Sarkar
April 11, 2012
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Unexpected Chinese trade surplus
Kiron Sarkar
April 10, 2012
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Weak Spanish bond auction
Kiron Sarkar
April 4, 2012
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Chinese Central Bank Governor concerned about impact of easy US monetary policy
Kiron Sarkar
April 3, 2012
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Ex the US, PMI weak globally
Kiron Sarkar
April 2, 2012
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Hold on to your hats
Kiron Sarkar
April 1, 2012
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Spain announces a tough budget, though achieving their 2012 budget deficit target of 5.3% looks highly questionable
Kiron Sarkar
March 30, 2012
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EZ to "increase" bail out fund to E940bn, according to Bloomberg - details suggest the alleged size is suspect
Kiron Sarkar
March 29, 2012
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Speculation that EZ offerered financing to recap Spanish banks - officially denied – mmmmh
Kiron Sarkar
March 28, 2012
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US QE3 on again ?
Kiron Sarkar
March 27, 2012
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US data continues to improve
Kiron Sarkar
March 22, 2012
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EZ flash PMI disappoints
Kiron Sarkar
March 22, 2012
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Russia's budget deficit in the1st 2 months higher than full year forecast
Kiron Sarkar
March 21, 2012
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BHP expect Chinese iron ore demand to flatten
Kiron Sarkar
March 20, 2012
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Positive news from Apple
Kiron Sarkar
March 19, 2012
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Political infighting in China - Mr Bo sacked
Kiron Sarkar
March 16, 2012
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Premier Wen reiterated that China will continue with its policy of curbing residential property
Kiron Sarkar
March 14, 2012
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Spain's 2012 budget deficit target raised to 5.3% by the EZ, less than the 5.8% requested, though higher than the original target of 4.4%
Kiron Sarkar
March 13, 2012
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Yuan lower YTD - PBoC talk about a "more balanced" rate
Kiron Sarkar
March 12, 2012
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Continuing improvement in US employment
Kiron Sarkar
March 10, 2012
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Greek "voluntary" PSI deal equivalent to "obtaining a voluntary confession at the Spanish inquisition" - CEO of Commerzbank
Kiron Sarkar
March 9, 2012
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Much worse Japanese current account data
Kiron Sarkar
March 7, 2012
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Australian 4th Q GDP declines shaply
Kiron Sarkar
March 7, 2012
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Getting even more bearish
Kiron Sarkar
March 6, 2012
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Premier Wen, as expected, reduces Chinese 2012 GDP forecast to 7.5%
Kiron Sarkar
March 5, 2012
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"Everyone knows that the Spanish are lying about the figures" - senior EU/German sources
Kiron Sarkar
March 4, 2012
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Europe again
Kiron Sarkar
March 2, 2012
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Higher, but not a blow out take up of ECB's LTRO
Kiron Sarkar
February 29, 2012
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Greece bail out deal agreed
Kiron Sarkar
February 20, 2012
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Want to buy a cheap Ferrari?
Kiron Sarkar
February 13, 2012
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From the beach in Goa
Kiron Sarkar
February 11, 2012
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Roubini Rosenberg Contra Indicator
Kiron Sarkar
February 10, 2012
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I thought Greek dramas concluded at some stage - apparently not
Kiron Sarkar
February 9, 2012
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January Chinese inflation higher than expected
Kiron Sarkar
February 8, 2012
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Is Mrs Merkel pushing Greek to exit the Euro Zone?
Kiron Sarkar
February 8, 2012
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ECB to "contribute" to Greek bail out
Kiron Sarkar
February 7, 2012
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Focus on the fundamentals
Kiron Sarkar
February 7, 2012
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UBS Tuesday Macro Sales Daily - US Vice President warns there is no way China will be able to sustain its growth!!!
Kiron Sarkar
February 7, 2012
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Chinese debt has risen by 200% in the last 5 years
Kiron Sarkar
February 7, 2012
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US to achieve energy self sufficiency?
Kiron Sarkar
February 6, 2012
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All eyes on Greece, yet again - sorry.
Kiron Sarkar
February 5, 2012
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Fabulous US employment/ISM data
Kiron Sarkar
February 4, 2012
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Greece
Kiron Sarkar
February 2, 2012
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Spainish banks property exposure
Kiron Sarkar
February 2, 2012
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Germany's policy prescription re the Euro Zone is (quite rightly) being questioned
Kiron Sarkar
February 1, 2012
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BBH MarketView: Lisbon Woes, Headed on the Road to Athens?
Kiron Sarkar
January 27, 2012
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Oh dear, Greece yet again
Kiron Sarkar
January 22, 2012
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Gearing up for further QE in the UK
Kiron Sarkar
January 20, 2012
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The terms of a deal on negotiations re PSI on Greek debt emerge
Kiron Sarkar
January 20, 2012
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European financials rise shaply yesterday
Kiron Sarkar
January 19, 2012
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IMF seeks to raise resources
Kiron Sarkar
January 19, 2012
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Chinese December FDI declines for the 2nd consecutive month
Kiron Sarkar
January 17, 2012
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China - "a year of complexity and challenges"
Kiron Sarkar
January 17, 2012
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Germans try to rescue the negotiations with Greek private sector bondhoolders
Kiron Sarkar
January 16, 2012
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And then there were 4
Kiron Sarkar
January 14, 2012
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Negative German GDP in the 4th Q - preliminary estimate
Kiron Sarkar
January 11, 2012
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Continued speculation of monetary easing by the Chinese
Kiron Sarkar
January 9, 2012
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2012 forecast
Kiron Sarkar
December 31, 2011
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ECB re 3 year LTRO?
Kiron Sarkar
December 21, 2011
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French continue with their anti UK comments
Kiron Sarkar
December 16, 2011
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Better US economic data yet again
Kiron Sarkar
December 15, 2011
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Markets weaker yet again
Kiron Sarkar
December 14, 2011
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Euro below US$1.30
Kiron Sarkar
December 14, 2011
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Sarkozy - a French credit rating downgrade would prove to be a "difficulty, but not insurmountable"
Kiron Sarkar
December 13, 2011
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Uncertainty yet again and the mood is negative
Kiron Sarkar
December 12, 2011
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US, Japan and India to meet to discuss China
Kiron Sarkar
December 6, 2011
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BBH MarketView: China and Europe
Kiron Sarkar
December 6, 2011
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S&P threatens to downgrade the entire Euro Zone
Kiron Sarkar
December 6, 2011
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Euro zone deal or a fudge
Kiron Sarkar
December 5, 2011
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ECB to surprise next Thursday?
Kiron Sarkar
December 3, 2011
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Merkel calls for rapid EU treaty change
Kiron Sarkar
December 2, 2011
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Chinese PMI data confirms contraction
Kiron Sarkar
December 1, 2011
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China to maintain tight monetary policy into 2012 - oh yeah?
Kiron Sarkar
November 30, 2011
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Merkel to neuter the German Constitutional Court?
Kiron Sarkar
November 29, 2011
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Moody's threatens ALL Euro Zone countries with downgrades
Kiron Sarkar
November 28, 2011
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Euro Stability Treaty - version 1000000000..........
Kiron Sarkar
November 27, 2011
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French can can versus German nein, nein, nein
Kiron Sarkar
November 18, 2011
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Euro Zone tensions increase and situation is getting seriously serious -close to or at capitulation levels
Kiron Sarkar
November 16, 2011
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More pressure to introduce QE in the Euro Zone
Kiron Sarkar
November 16, 2011
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Check out the "Technocrats" CV's
Kiron Sarkar
November 14, 2011
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A short break from Euro Zone dominated news likely
Kiron Sarkar
November 11, 2011
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Italy dominated markets today
Kiron Sarkar
November 7, 2011
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1 Prime Minister down, 2 to go
Kiron Sarkar
November 7, 2011
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ECB meeting preview: from words to action?
Kiron Sarkar
November 2, 2011
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Greek Fiasco
Kiron Sarkar
November 1, 2011
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EFSF/ESM
Kiron Sarkar
October 21, 2011
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Yet more chaos and confusion in the Euro Zone
Kiron Sarkar
October 20, 2011
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Spain will fail to meet its deficit targets
Kiron Sarkar
October 14, 2011
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Chinese exports less than forecast
Kiron Sarkar
October 13, 2011
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Watch out for China
Kiron Sarkar
October 12, 2011
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Euro Zone RIP
Kiron Sarkar
October 2, 2011
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A solution to the Greek debt problem
Kiron Sarkar
September 28, 2011
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German Finance Minister lashes out at Brussels and the US
Kiron Sarkar
September 28, 2011
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Rumours of ECB rate cuts and liquidity measures
next week is helping markets
Kiron Sarkar
September 27, 2011
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Euro Zone has failed to convince the markets
Kiron Sarkar
September 25, 2011
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Significant downside risks reports the FED
Kiron Sarkar
September 22, 2011
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Chinese Conference Board data positive
Kiron Sarkar
September 20, 2011
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IMF cuts global GDP forecasts
Kiron Sarkar
September 20, 2011
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Markets positive today
Kiron Sarkar
September 20, 2011
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S&P downgrades Italy 1 notch to A
Kiron Sarkar
September 20, 2011
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Spain
Kiron Sarkar
September 19, 2011
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Europe as usual - total chaos
Kiron Sarkar
September 12, 2011
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German Constitutional Court ruling may we force Euro Zone countries to
defaut
Kiron Sarkar
September 11, 2011
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If (Greek) Government cant meet aid terms, "It's up to Greece to figure
out how to get financing without the Euro Zone's help" Mr Schaeuble
German Finance Minister
Kiron Sarkar
September 10, 2011
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OECD savages 4th Q German GDP forecasts - now forecasting a DECLINE of -1.4%
Kiron Sarkar
September 8, 2011
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MS Suggests Coordinated Global Central Bank action
Kiron Sarkar
September 8, 2011
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German constitutional ruling as expected
Kiron Sarkar
September 7, 2011
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Germans warn Greece that they must meet their targets or no more bail out funds
Kiron Sarkar
September 6, 2011
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More talk of SNB pegging Swissy against the Euro
Kiron Sarkar
September 05, 2011
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Global PMI indicies continue to decline
Kiron Sarkar
September 04, 2011
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People Who Play With Fire…
Kiron Sarkar
September 04, 2011
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Euro Zone comedy/tragedy continues
Kiron Sarkar
September 03, 2011
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No job gains in August
Kiron Sarkar
September 02, 2011
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ECB comments on Italian back sliding from their commitments
Kiron Sarkar
September 02, 2011
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Goldenballs is in trouble, yet again
Kiron Sarkar
September 01, 2011
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Maunfacturing PMI data is weak globally
Kiron Sarkar
September 01, 2011
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US ISM better than expected (basically inventories); the more important components were all weaker
Kiron Sarkar
September 01, 2011
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Greece fails to meet its targets - yet again and again and............
Kiron Sarkar
August 31, 2011
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Yet More Gloom and Doom Economic Data - Though Markets Expect QE3 from the FED
Kiron Sarkar
August 31, 2011
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Dreadful US Consumer Confidence Report
Kiron Sarkar
August 30, 2011
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Bernanke Watch – But Also Revision to 2nd Q US GDP Today
Kiron Sarkar
August 26, 2011
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