Lorcan Roche Kelly

UK: In or Out?
Thursday, January 17, 2013
Lorcan Roche Kelly
It's the ideal moment to join the euro, but Cameron will choose isolation over integration.
On the January ECB Policy Decision
Thursday, January 10, 2013
Lorcan Roche Kelly
No change, as Draghi points to "positive contagion" in the euro area.
On the Basel III Rule Change
Monday, January 7, 2013
Lorcan Roche Kelly
Four more years, and lower liquidity standards: risk to EA bank profits wanes.
On Monti's Resignation
Monday, December 10, 2012
Lorcan Roche Kelly
He's not conceding to Berlusconi -- he's depriving him of political momentum.
On the December ECB Policy Decision
Thursday, December 6, 2012
Lorcan Roche Kelly
Projections for negative growth and below-target inflation make a rate cut a certainty.
Greece, Done At Last?
Tuesday, November 27, 2012
Lorcan Roche Kelly
Greece comes off the threat-board as the can gets a very hard kick down the road.
Calm Becomes Complacency
Wednesday, November 21, 2012
Lorcan Roche Kelly
The heat is off, and reform slows to a crawl. Has Draghi done his job too well?
On the November ECB Policy Decision
Thursday, November 8, 2012
Lorcan Roche Kelly
Draghi shows he can do politics as brilliantly as he can do monetary policy.
Calm Breaks Out in Europe
Wednesday, October 31, 2012
Lorcan Roche Kelly
Peripheral sovereign debt shifts from speculative opportunity to total return play.
The Phony Bailout
Friday, October 12, 2012
Lorcan Roche Kelly
The ESM is up and running. The ECB is ready with OMT. So where's the bailout?