Thursday, July 26, 2012

Will Draghi Put His Money Where His Mouth Is?




From Bloomberg: In the latest episode of Europe’s repetitive debt drama, after seeming to get better for a few weeks, things got really ugly again, with Spanish and Italian bond yields spiking to record highs. Markets tumbled. Then, just when things looked like they couldn’t get much worse, a European leader stepped in with some aggressive comments about how he’ll do everything necessary to make things better. Markets rejoiced. Sound familiar?

During a speech at the Global Investment Conference in London today, European Central Bank President Mario Draghi said the ECB is “ready to do whatever it takes to preserve the euro.” He added: “Believe me, it will be enough.” World markets breathed a collective sigh of relief and embarked on a thundering rally. Japan’s Nikkei stock average rose 0.9 percent. The Dow ticked up 1.37 percent before noon. Stocks in France, Germany, Britain, and Brazil were all positive. The big winner? Spain’s Ibex, which increased a whopping 6 percent.

But then, what did we think Draghi was going to say? That the euro is doomed, and there’s nothing to do about it? …


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