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Monthly Archives: October 2011
Germany dampens euro zone crisis hopes
(click here if video is not observable)
Posted in Black Swan Watch, Economics, Euro, Sovereign Debt, Sovereign Risk, Video
Tagged European Debt Crisis, G20, Germany. Greece
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Belgium Waffles w/ Irish Coffee = No Free Brunch
Over the weekend we posted a chart illustrating how French bond yields are blowing out. Zero Hedge posted the following chart today illustrating the Belgium – German yield spread has just hit a new high. ZH has been spot on … Continue reading
Posted in Black Swan Watch, Bonds, Credit, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Belgium German Bond Spreads, European Sovereign Debt Crisis, Ireland
1 Comment
Rhyme of History: Young Pinkies from Columbia & Harvard?
Nice ‘toon floating around the ‘net. Can you hear the rhyme of history in our current political dialogue? Marxist rhetoric and all. Check out Uncle Joe in the corner enjoying the red sunrise. We provide a little historical context … Continue reading
China’s Dwindling Trade Surplus Signals Weak World Economy
(click here if video is not observable)
Posted in Black Swan Watch, China, Video
Tagged China, Exports, Imports, Trade Surplus, World Economy
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Week in Review: Swanned Out?
Huge week. The S&P500, Nasdaq, Russell 2000, FTSE, Mexican Bolsa, and Hang Seng, Euro, and the CRB had their best weeks of the year. After what we would deem a very disappointing G20, which revealed continued fracture and disunity within … Continue reading
Posted in Week in Review
Tagged bonds, Commodities, CRB, Euro, European Debt Crisis, Hang seng, Stocks
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Global Trend Indicators
(click here if tables are not observable)
Posted in Global Trend Indicators
Tagged 50-day moving averages, bonds, Commodities, Stocks
1 Comment
Spooky Chart: French with an Irish Brogue
Here is the one chart via Reuters that scares us most. French bond yields relative to 10-year German bonds have been spiking. The market seems concerned that a large commitment by France to backstop or recapitalize its banking system could … Continue reading
Posted in Black Swan Watch, Bonds, Sovereign Debt, Sovereign Risk
Tagged European Debt Crisis, French German bond spreads
1 Comment
Apple Set to Close at All-time High
Though there is still 2 hours of trading to the close, Apple is well above its September 20th all-time closing high of 413.45 and could easily ramp another $3 into close to take out its 422. 86 intraday high. After … Continue reading
Euro Banks Under Pressure on Greek Holdings
(click here if chart is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Banks, Greek Bonds, Haircuts
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Europe’s Other Bank Problem
One would think the following chart has a data error. Not so. Europe is way over banked and the chart illustrates the monumental task and cost of recapitalizing some of their largest banks. The size of the largest four banking … Continue reading
Posted in Charts, Euro, Sovereign Debt, Sovereign Risk
Tagged Assets to GDP., Euro, European Banks
1 Comment
Global Macro Monitor 