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Europe
Oil Prices and Rate Hikes Favor Latam FX Over Asia and EMEA
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Random Shots – Return of the Deflation Trade?
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More Color on Spain, the Cajas and Moody’s Downgrade
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Dollar Firmer as Periphery Pressures Mount
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Stressing Out over European Bank Stress Tests
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Spanish Bonds Decouple From Portugal
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When Will Portugal Ask for Assistance
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Some Thoughts On Recent Euro Zone Ratings Actions
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ECB Rate Outlook Still Dominates Currency Markets
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Euro and Yen – Surprising Developments
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