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Recent Posts
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Monthly Archives: October 2011
Europe’s Stressed Out Banks
The Wall Street Journal reports Euro-zone banks’ overnight deposits at the ECB increased again last week “reflecting deepening distrust in interbank lending markets.” The Journal writes, Overnight deposits Friday rose to €255.57 billion ($341.88 billion), surpassing Thursday’s 2011 high of … Continue reading
The Wealth of World Leaders
Great infographic from visual.ly. Click graphic to enlarge. by ejfox via (click here if chart is not observable)
Posted in Demographics, Economics, General Interest, Uncategorized
Tagged Michael Bloomberg, Wealth of World Leaders
2 Comments
First and Goal for Risk
We asked last week if the S&P500 (our proxy for risk markets) was capable of clearing the “red zone”, the zone of resistance between 1175-1195, which included the 50-day moving average. The market’s answer? Like a hot knife through butter! … Continue reading
Posted in Charts, China, Equities
Tagged China, Europe, Risk Markets, S&P500, U.S. Economy
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Greece Waits…..
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Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Eurozone, Greece, Haircut, IMF, PSI
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Macro Notes from the Supply Chain
Here’s something from Digitimes that should be closely monitored: PCB suppliers see drop in 4Q11 orders Combined orders placed with Taiwan-based PCB manufacturers for the fourth quarter of 2011 are likely to slip 15% or more sequentially, according to industry … Continue reading
Week in Review
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Posted in Week in Review
Tagged bonds, Commodities, Copper, CRB, Crude Oil, Gold, Stocks
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Merkozy: All the right words, no concrete action…
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Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Bank Recapilization, Merkel, Sarkozy
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Global Trend Indicators
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Posted in Global Trend Indicators
Tagged bonds, CAC, Commodites, Crude Oil, DAX, Gold, Hang seng, Stocks
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Greece GDP Growth, Inflation, & Current Account: 1991-2011
Here is some context to our last post on Greece nominal bond yields. What really matters is real bond yields – nominal rate less inflation. This chart illustrates that though Greek nominal yields were over 20 percent in 1993 when … Continue reading
Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Current Account, Economic Indicators, GDP, Greece, Inflation
2 Comments
The 18-year Round-trip Journey of Greek Bond Yields
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Posted in Black Swan Watch, PIIGS, Policy, Sovereign Risk
Tagged Euorpean Sovereign Debt Crisis, Greek Bond Yields
1 Comment
Global Macro Monitor 