In the Cloud, Structure is everything!
We have been having several conversations with colleagues and practitioners in both the Enterprise Strategy and Architecture space around both Cloud Computing and the Integrated Service IT delivery...
View ArticleThe Big Design: Moral Hazard, and the EU
Irrespective of how the twists and turns of the Greek political system plays out over the next few days and weeks, we believe that the Big EU (Eurozone more specifically) players and their leaders only...
View ArticleMore and Bigger Europe…Is that what we really want?
Image via Wikipedia Yes, it will be more bureaucracy and bigger financial problems down the line… We pick up our analysis this week in the dusky glint of the aftermath of the (latest) EU Leader summit...
View ArticleMore and Bigger Europe –Part 2 – It is MORE…
Image via Wikipedia We pick up from the introductory article by expanding on the issue of MORE Europe, which we did not cover in enough depth. More Europe It is without a shadow of doubt that belonging...
View ArticleMore and Confused Europe? – Part 3 – It is Uncertain…
Continuing the conversation and analysis on the ‘fall-out’ of the British Veto being exercised at the most recent EU Leaders (crisis) summit, it is interesting to observe two specific angles to this:...
View ArticleOur Lessons from 2011
We decided to summarise our learning from 2011 into two brief thoughts: Image via Wikipedia The pains and strains of the economic sovereign debt melt-down in 2011, should stand us in good stead to...
View ArticleIrony and Downgrade Anger
It is with a little amusement that we scanned through the Economic headlines today, following Standard & Poor’s decision to finally downgrade France’s and other Eurozone nation’s Sovereign Debt...
View ArticleA matter of CULTURE or PSYCHOLOGY in Europe?
Are the European and more specifically the Euro-zone problems purely a matter of cultural differences, engrained in generations of ‘Nation Staters’ or something deeper in each nation-people’s...
View ArticleWhere will all the new money come from?
Image via Wikipedia Today’s brief analysis of US Treasury Yield curves and the Debt profiles of both the USA and Italy highlights the enduring question in the title of this post. The first graphic...
View ArticleThe BIG Sovereign Debt Structure cliff – Part 1
In yesterday’s article, “Where will all the new money come from?” we concluded the brief analysis with the Sovereign Debt Maturity profiles (otherwise known as the Debt Structure) of both the USA and...
View ArticlePanic in the Cars of Britain?
With apologies to The Smiths; the original version of the song Panic’s lyrics reads something like this: “Panic on the streets of London / Panic on the streets of Birmingham / I wonder to myself /...
View ArticleThe Return of Risk?
Department of Treasury Seal (Photo credit: woodleywonderworks) We take a brief look at two interesting Treasury Yield curves today. The first Yield Curve takes a snapshot view of the yield curves at...
View ArticleAn orderly leap into Chaos?
It is a timing thing When the Euro zone Debt driven financial crises – yes, it has been dragging on for a little while now; lurching from one convulsion to the next tremor – is headline news across...
View ArticleUS Treasury Yield Curve – The Shutdown Analysis (Part 1)
Seal of the United States Department of the Treasury (Photo credit: Wikipedia) Today we very briefly focus on the dynamics we have observed in the US Treasury Yield Curve between two critical dates: 1....
View ArticleFrameworks, frameworks, frameworks…
Today (26 October 2011) is an important watershed date (or not) for Europe. Will our leaders and the politicians be able to agree an all encompassing Framework to rescue the Euro, or will we need to...
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