I mentioned yesterday that I’ve been trying to get straight answers on the Brussels bailout accord from the major ratings agencies.

I’ve also conducted a qualitative interview study with 15 senior investment/sovereign credit/currency team members across the UK and eurozone – and Switzerland.

In turn, The Slog has spoken with sources representing the interests of Hedge Funds.

Finally, I’ve received one rather concerning piece of information about a source for the original Slog story about alleged Greek default ‘timetables’.

So far, I can tell you this much – and it’s conspiracy fact rather than theory: there is a titanic struggle going on out there between those who want a default, and those who don’t. There is dissembling, disinformation, cloaks, daggers, geopolitics, and obviously tainted briefing in play. I’m currently engaged in weighing empirical evidence alongside several explosive allegations; but even after that, it will probably still be impossible absolutely to discern the difference between truth and spin when it comes to the Greek debt restructure.

The relevant post might appear later today, or – if another interesting story develops – tomorrow. But as always, it will go behind the spin….and extrapolate based on common sense rather than bollocks.

Also I’ve done my back in. So please be patient.