Everyone’s a bond trader all of a sudden…The German FinMin thinks the 18.85% spread between bunds and new Greek debt is too wide.
In addition, he says
- Euro leaders have to rebuild confidence
- Euro states must fight the causes of the debt crisis
- Monti doing a wonderful job
- Spain must overhaul labor markets
- Debt must be fought in a growth-friendly way (remind me what that is again?)
- Firewall to be around EUR 800 bln, will convince markets
- IMF aid to be similar to last few years
EUR/USD is firming, nearing the top of the narrow US range. Stops remain in the 1.3290/95 area if 1.3280/85 offers are absorbed.
Any time you have to say you will convince markets, odds are you have not convinced markets…