Grexit: important facts in images…

Courtesy of Exane BNP Paribas’economist team, the Grexit case in a nutshell, actually 2 charts that might help clarify some points. According the Exane, Grexit now has a 40% chance to materialize.

About the timeline for the coming summer…

Source: Exane BNP Paribas

Source: Exane BNP Paribas

And here are the scenarios in the event of Grexit:

Source: Exane BNP Paribas

Source: Exane BNP Paribas

Obviously, investors should think about ways to protect their portfolios, but they shoudl also raise cash and be prepared to seize investment opportunities.

Recap: asset classes and ECB QE – Morgan Stanley

For those investors who did not have time to read all Morgan Stanley’s reports about ECB QE and its impact on asset classes, here’s the summary of the summary.

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