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uesstimates. We made the conservative assumption that central banks have a disproportionately high exposure to German bunds and low exposure to the PIIGS bonds. But even with our conservative assumption, we find that it is possible that global central banks have close to a third of their EUR holdings
ncial Policies, January 22, 2010 US Likely to Significantly Out-Perform Euroland in 2010, January 6, 2010 Déjà vu 2005: Fed Tightening, Strong USD, Higher Oil, December 18, 2009 The Dollar to Smile against the EUR and the JPY. December 15.2009 The RMB could Potentially be Re-Floated next Spring, December
uesstimates. We made the conservative assumption that central banks have a disproportionately high exposure to German bunds and low exposure to the PIIGS bonds. But even with our conservative assumption, we find that it is possible that global central banks have close to a third of their EUR holdings
ncial Policies, January 22, 2010 US Likely to Significantly Out-Perform Euroland in 2010, January 6, 2010 Déjà vu 2005: Fed Tightening, Strong USD, Higher Oil, December 18, 2009 The Dollar to Smile against the EUR and the JPY. December 15.2009 The RMB could Potentially be Re-Floated next Spring, December
uesstimates. We made the conservative assumption that central banks have a disproportionately high exposure to German bunds and low exposure to the PIIGS bonds. But even with our conservative assumption, we find that it is possible that global central banks have close to a third of their EUR holdings
ncial Policies, January 22, 2010 US Likely to Significantly Out-Perform Euroland in 2010, January 6, 2010 Déjà vu 2005: Fed Tightening, Strong USD, Higher Oil. December 18, 2009 The Dollar to Smile against the EUR and the JPY, December 15, 2009 The RMB could Potentially be Re-Floated next Spring, December
Entities connected to both PIIGS and Higher Oil
the Next Argentina
LOCATIONDoug Band
PERSON
Athens
LOCATIONStephen L Jen
PERSONEx Post
ORGANIZATIONKieran Fontaine
PERSON
Stephen Hawking
PERSONPIIGS Total
ORGANIZATIONBluegold
ORGANIZATIONIFSL Research
ORGANIZATIONthe Eroding Reserve Currency Status
ORGANIZATIONBasket-Band-Crawl
ORGANIZATIONthe 'Free'
ORGANIZATIONGold-Buying Capacity
ORGANIZATIONPassive Foreign Reserve Diversification
ORGANIZATIONthe Global Savings Glut
ORGANIZATIONRise with Equities
ORGANIZATIONBlueGold Capital Management LLP
ORGANIZATIONLittle Awe
PERSONNeel Patel
PERSON