Nov

16

EU End Game, from Vince Fulco

November 16, 2011 |

Is the EU end game near or will they be next year's business as often happens. moving August biz into the Fall? I'm trying to discern the real crisis intensifying vs. institutions, I'm just not willing to hold any new paper for YE marks making things look worse than they seem. I noticed Belgian 3M paper moved from ~1.4% to ~3% after only 1 year without an elected govt in place.


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