Neil

columnist, ReutersBreakingviews

[Neil @Unmack1]

@hugodixon the referendum has forced other parties to agree yesterday's X-party statement: they share blame for a compromise - - or Grexit.

[Neil @Unmack1]

@johnodonnell21 @yanisvaroufakis But EFSF hasnt acclerated on EFSF, and private debt not in default. ECB can justify not increasing haircuts

[Reuters Breakingviews @Breakingviews]

A tablet-friendly roundup of the week's best @Breakingviews, plus some great @reuters pieces and photos: http://t.co/dimfB7bRvm

[Dominic Elliott @DominicElliott]

A June 27 prediction: 'Germany on course to dash Brazil’s World Cup dream', @robertspcole @peter_tl @Breakingviews: http://t.co/FCE2lETqZq?

[Reuters Breakingviews @Breakingviews]

http://t.co/MuXsWgepL7: Investors will be doing the samba at Brazil's crushing soccer defeat. Breakingviews' editor @rob1cox explains why:

[Neil @Unmack1]

Carney liquidity insurance speech follows Benoit Coeure on Oct.3, but Coeure seems more alert to moral hazard.#BVdebatesCarney

[Neil @Unmack1]

Deutsche Bank's credit guru Jim Reid rates "Spooks" above "The Wire", and leaves "Tinker Tailor" and "Brideshead" off his top 10 TV series

[Neil @Unmack1]

SG's Debt Stress Indicator for advanced economies has the UK fourth most likely to experience a crisis, after Ireland, Portugal and Spain

[Neil @Unmack1]

Italian/Spanish short-dated yields screaming in--market doing Draghi's work for him.

[Neil @Unmack1]

Italian 10 yr yields down >10bp on the day. Markets strangely unfussed by the prospect of Silvio Berlusconi returing to frontline politics

[Neil @Unmack1]

EFSF funds five years at 1.625%, Italy five year yield=5.532%. Small wonder Monti angling for a bailout

[Neil @Unmack1]

Ireland the real winner from European summit. Irish 10yr bonds trade briefly inside Spain.

[Neil @Unmack1]

A tale of two countries: Spanish/Irish 10-year spreads now 124bp, the same as before the Irish crisis kicked off in 2010

[Neil @Unmack1]

Fitch upgrades Greece to "B-" from "restricted default". How long will it stay there?

[Neil @Unmack1]

A continent in distress: Europe has as many bonds yielding over 10% as the US and emerging markets combined, according to Morgan Stanley.

[Neil @Unmack1]

Intesa raising five-year senior unsecured bonds-- ie funding beyond the term of the LTRO. Italy takes one more step closer to normality.

[Neil @Unmack1]

Euro zone crisis acronym courtesy of Deutsche Bank: E-Z economies in structural surplus = Finland, Austria, Netherlands, Germany -- or FANGs

[Neil @Unmack1]

Zambia planning a bond, acc. to Reuters. IFR says funding cost expected to be 5-6% -- same as Italy.

[Neil @Unmack1]

Sub-prime in Ireland: Lansdowne RMBS 1 has loans 180 days or more in arrears of 51.2%, according to Moody's

[Neil @Unmack1]

CMBS dire data point du jour: S&P says 51 European CMBS loans scheduled to mature in January, only four repaid on time, 19 defaulted.