skip to main content
GUIDED SEARCH
Market Strategy

Irish Rescue Package: Solution or Bandage?

  • An official external assistance package for Ireland is around the corner, though markets may deteriorate before the EU and Irish politicians find agreement. Risks are large and skewed to the downside, so underweight/short positions should be kept small.
  • Expect a short-term rally post-announcement, but if the financial sector’s problems are not fully resolved, the reprieve should be viewed as a selling opportunity.
  • A larger loan package and painful reorganization of the financial sector would be better for sovereign bondholders and would likely involve a further bail-in of bank[...]

Access to this content is restricted to RGE clients.

If you have a client code, please enter it here to activate your client account.

Click here for a free trial.

Learn About Our Services:

RGE Research

Our dynamic and intuitive macroeconomic research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.

Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:

• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio

RGE Strategy

Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.

Learn More »

RSS

RSS (Really Simple Syndication) feeds offer another way to consume roubini.com content. Subscribe to our feeds to get our latest headlines, summaries and links back to full Research pieces and Thoughts — updated throughout the day.