Lorcan Roche Kelly

Stress Test for Europe's Banks, and Its Politics
Tuesday, October 11, 2011
Lorcan Roche Kelly
Dexia's failure clarifies Europe's mind on banks -- now we wait for Slovakia's EFSF vote.
On ECB and BOE October Rate Decisions
Thursday, October 6, 2011
Lorcan Roche Kelly
Massive QE for the UK, and continued growth-killing rates for the Euro area.
Europe Fails, US Stocks Flail
Tuesday, October 4, 2011
Lorcan Roche Kelly
The stench of systemic risk from Europe drives stocks to generational value levels
Greece: Down to the Wire
Tuesday, September 20, 2011
Lorcan Roche Kelly
It's hard bargaining as usual, but default will be deferred until the new EFSF is ready to go.
Too Few Good Men
Friday, September 9, 2011
Lorcan Roche Kelly
Trichet almost admits his mistake, Obama repeats his, and Bernanke maintains course.
On the German Court EFSF Decision
Wednesday, September 7, 2011
Lorcan Roche Kelly
The critical bailout tool survives constitutional challenge with only minor damage.
Tuesday, September 6, 2011
Lorcan Roche Kelly
The Swiss must expect more euro weakness -- whether or not political solutions are found.
From the Vacation to the Frying Pan
Tuesday, August 30, 2011
Lorcan Roche Kelly
The second Greek bailout flounders, and politics puts the new EFSF at risk.
Two-Tier Europe is Born
Wednesday, August 17, 2011
Lorcan Roche Kelly
Merkel and Sarkozy have re-imagined the Euro area, and a stable solution to crisis.
New Battle, Old Weapons?
Friday, August 12, 2011
Lorcan Roche Kelly
Europe bans short-selling again, but that does not mean a repeat of 2008.