this year / early 2014
Anticipated point in time when impaired loan growth in Italy may subside.
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This document is a financial market commentary from approximately October 2013, providing a series of eight specific trading ideas across various asset classes and geographies, including Europe, the US, and Asia. The author analyzes currencies, credit markets, equities (IT, banks, small caps), and options, justifying each trade with detailed reasoning. The commentary concludes by identifying upcoming US labor data (NFP) and Eurozone inflation as the primary market drivers to watch, along with a technical analysis of gold.
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