If Ukraine wants to settle with Russia on better terms (than what others received) they will have to come back to the bondholders for consent, under terms of the deal there is no carve-out for sovereign debt or Paris Club debt. Andrew Wilkinson More Quotes by Andrew Wilkinson More Quotes From Andrew Wilkinson We had a couple of strong days as a result of the Fed, the market is getting sucked into a fear trade. Andrew Wilkinson company-news The market is getting sucked into a fear trade, it's really oil - is it a glut or a global slowdown? But I don't think it's symbolizing a slowdown in the global economy. Andrew Wilkinson company-news The burning question on everybody's lips is very simply, what is going to happen at the end of the year, are we going to get the Santa Claus rally? Andrew Wilkinson company-news There are no barbarians at the gate at this moment. Everything seems to have calmed, volatility has come down, people seem to comprehend what the Fed is about to do and they got a greater sense of how deep the Chinese problems are. Andrew Wilkinson company-news Regardless of the global dislocation for equities, investors still seem to be preparing for a lift-off in the fed funds rate, there's not a lot to stop the onset of tightening at some point in the near future. Andrew Wilkinson company-news When the volatility indexes are running at those levels, be on the watch. Andrew Wilkinson company-news There's an element of throwing the baby out with the bath water. Everything got thrown out on that view, it's really a question of volatility having settled down somewhat even though it remains relatively high and people still view equities as being a decent place to be. Andrew Wilkinson company-news It's running at sort of crisis level values. Andrew Wilkinson money My sense is that people are hedging entire portfolios particularly in light of the jump in the volatility index, which tells you that premiums are being driven by fear. Andrew Wilkinson money There's a growing acceptance that the Fed will raise interest rates possibly as soon as June, and people continue to reel in shock as to how far the ECB is likely to remain at zero, in the meantime, on the back of a big fall, for stocks it looks like people are regrouping again today. Andrew Wilkinson company-news
