Monthly Archives: November 2011

Surprising Global Demographic Trends

Posted on November 3, 2011 by macromon

Digging through some old IMF publications last night we came across this little nugget of data on global demographic trends that really caught us by surprise.   When most think about Asia x/Japan they picture a young dynamic growing population ready … Continue reading →

Posted in China, Demographics, Economics, General Interest, Japan | Tagged , , , | 1 Comment

How Much Does the Internet Weigh?

Posted on November 3, 2011 by macromon

Here’s a little diversion from the Euro tape bombs. (click here if video is not observable)

Posted in General Interest, Technology | Tagged , | Leave a comment

Super Mario’s Rate Cut

Posted on November 3, 2011 by macromon

We like this guy. (click here if video is not observable)

Posted in Euro, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , , | Leave a comment

BNP Paribas Increases Reserves on Greece Exposure to 60%

Posted on November 2, 2011 by macromon

BNP Pariabas,  Europe’s largest bank in terms of total assets,  took a €2.1 billion hit to earnings after increasing reserves on its Greece exposure to 60 percent,  up from 21 percent last quarter.  The European banks are finally getting serious, … Continue reading →

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

Eurozone Manufacturing Continues to Slide

Posted on November 2, 2011 by macromon

In case you missed this yesterday. (click here if chart is not observable)

Posted in Economics, Euro | Tagged , | Leave a comment

A History of World Debt

Posted on November 2, 2011 by macromon

Great infographic from the IMF on the history of world debt.   The line chart shows G20 public debt as % of GDP from 1880 to 2010.  Click on graphic to enlarge.  (click here if graphic is not observable)

Posted in Charts, General Interest, Sovereign Debt, Sovereign Risk | Tagged , | Leave a comment

Papandreou punt turns drama into crisis

Posted on November 2, 2011 by macromon

(click here if video is not observable)

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

Why the sovereign debt crisis is only in the third inning

Posted on November 1, 2011 by macromon

And the heavy hitters have yet to be tested.  Click table to enlarge. (click here if table is not observable)

Posted in Black Swan Watch, Budget Deficit, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Fareed: Niall Ferguson and Jeff Sachs Square Off on OWS

Posted on November 1, 2011 by macromon

Nice rumble between Sachs and Ferguson.  Well worth your time. (click here if video is not observable)

Posted in Black Swan Watch, Economics, Employment, Geopolitical, Policy, Politics, Video, Whales | Tagged , , , | 2 Comments

One Factor Behind the High U.S. Unemployment Rate

Posted on November 1, 2011 by macromon

The following chart is the most recent sixty-five-nation Program for International Student Assessment (PISA), which shows the United States came in 15th in reading, 23rd in math and 31st in science.  This is one of the factors driving the high … Continue reading →

Posted in Budget Deficit, Economics, Employment | Tagged , , , | 1 Comment