Monthly Archives: November 2011

The Future of the Euro

Posted on November 27, 2011 by macromon

(click here if chart is not observable)             Source: Gavyn Davies,  FT

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , | 1 Comment

‘Germans fed up with Eurobondage’

Posted on November 25, 2011 by macromon

(copy if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

Economist: Is this really the end?

Posted on November 25, 2011 by macromon

The Economist warns in their latest cover piece  “Unless German and the ECB move quickly, the single currency’s collapse is looming.”    We are beginning to think, based on last week’s failed German bond auction,  that if “Germany and ECB moves … Continue reading →

Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk, State and Local Government | Tagged , , | Leave a comment

Euro Crisis Spreading

Posted on November 24, 2011 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , | 1 Comment

EU treaties set to change

Posted on November 24, 2011 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 1 Comment

Monti, Merkel and Sarkozy to hold mini summit

Posted on November 23, 2011 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | Leave a comment

Did Expectations of Debt Monetization Cause Today’s German Bund Auction to Fail?

Posted on November 23, 2011 by macromon

Let’s try this again. In our post, The Biggest Bubble in History, we tried to convey that a monetization of Europe’s  sovereign debt is not equivalent to the quantitative easing that  has taken place in the U.S. , Japan, and … Continue reading →

Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk | Tagged , , , | 1 Comment

China Flash PMI @ 32 Month Low

Posted on November 22, 2011 by macromon

                                        (click here if charts are not observable)

Posted in Uncategorized | 1 Comment

Spain’s Funding Rates Soar

Posted on November 22, 2011 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , | 1 Comment

Trends in U.S. Inflation

Posted on November 22, 2011 by macromon

Here is an informative chart from the BLS.   What gets lost in all the noise and doom and gloom out of Europe is the U.S. consumer price index has been running at 3.5 percent on annual basis since early spring.   … Continue reading →

Posted in Economics, Inflation/Deflation | Tagged | 1 Comment