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Why the US and European Auto Sectors Continue to Diverge
The contrast between the US and European auto markets is stark and captures the significant divergence of the two economies. June auto sales in Europe slumped from a year ago to their lowest level since 1996. In June, US auto sales reached…
Grieving for Glass-Steagall
Glass-Steagall is dead. Rather like Soviet-era Communist leaders, it has been officially dead since 1999, and actually dead for much longer. Though there was no state funeral, the body was not embalmed or put on display and few people…
The unbundling of the handset subsidy and the coming mobile price war
Real quick here - I wrote you on Friday about T-Mobile USA's moves to unbundle handset subsidies and to reduce pricing. Apparently this is having an impact as all the major carriers have now reacted. Sprint has lowered its unlimited…
The Eurozone is trying to repeat Japan’s lost decade
The Eurozone's banks are continuing to deleverage, with total loan balances to euro area residents now at the lowest level in 5 years. What makes the situation even more troubling is that many Eurozone banks banks are repeating the Japanese…
Negative free cash flow in Europe, slowing in China and the US, scandal in Spain, and telecom…
Daily Comments for 15 Jul 2013
The euro crisis is not over, Portuguese edition
Remember how French President Hollande was saying a month ago that the euro crisis is over? Well, he was wrong. Today portugal's yields on 10-year paper vaulted to as high as 7.9% before settling back down again.
The impact of T-Mobile’s new strategy on TMT
T-Mobile USA announced a plan to allow customers to upgrade mobile handsets every six months in the latest instalment in its Uncarrier strategy to brand itself as the customer-focused mobile telecom operator in the US. I believe the…