Monthly Archives: June 2012

Collapse of Euro a “Very Likely Scenario” – Spiegel

Posted on June 26, 2012 by macromon

We posted yesterday that the Germans are starting to think out loud about the breakup of the Euro.  Here’s an excerpt and chart on the economic aftermath of a Eurozone split from the Der Spiegel piece, Collapse of Currency a … Continue reading →

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Germany, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | 2 Comments

Nonlinear Thinking: Augmented Reality

Posted on June 26, 2012 by macromon

In case you missed it, Google’s project glass is very cool.   It caught our attention in this month’s  MIT Technology Review, The spectacles take the place of his desktop computer, his mobile computer, and his all-knowing digital assistant. For all … Continue reading →

Posted in Nonlinear Thinking | Tagged , , | Leave a comment

Greece Creates 70K Government Jobs While Promising Cuts

Posted on June 25, 2012 by macromon

How will Greece’s official creditors react? (click here if video is not observable)

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Germany, PIIGS, Politics, Sovereign Debt, Sovereign Risk | Tagged , , , | 1 Comment

Just Another Panic Monday in Euroland

Posted on June 25, 2012 by macromon

Last week’s rally in Euroland was short lived with today’s big sell-off (see charts below).  The political tensions are coming to the surface and markets don’t like want they see and don’t see a positive outcome. As the Germans think … Continue reading →

Posted in Banking, Black Swan Watch, Eurozone Sovereign Spreads, Germany, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

Charlie Rose: Chairman Gary Gensler, CFTC

Posted on June 24, 2012 by macromon

Charlie interviews Gary Gensler, chairman of the U.S. Commodity Futures Trading Commission.   They discuss a wide range of issues, including risk in financial institutions, swaps and derivatives,  and the challenge to the financial sector of a potential Grexit.  The interview … Continue reading →

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Week in Review

Posted on June 23, 2012 by macromon

(click here if charts are not observable)

Posted in Week in Review | Tagged , , , , , , , , , , | 2 Comments

Spanish Banks: 1.3 Million Homes For Sale

Posted on June 23, 2012 by macromon

Sound familiar? (click here if video is not observable)

Posted in Black Swan Watch, Spain | 2 Comments

Global Trend Indicators

Posted on June 23, 2012 by macromon

(click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , , , , | 2 Comments

The Eurozone Fix-It Menu

Posted on June 23, 2012 by macromon

Great little “cheat sheet” from SocGen via FT Alphaville of what the EU can do to resolve its debt and banking crisis.  But remember before getting all lathered up,  “it’s the politics, [stupid]!” (click here if table is not observable)

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Germany, Sovereign Debt, Sovereign Risk | Tagged , , , , , | Leave a comment

RT CrossTalk: Euro-Lehmans

Posted on June 22, 2012 by macromon

19 emergency meetings since the beginning of the crisis… What’s next for the eurozone? Will there be enough money to bail out Italy and Spain? How will the recent Greek elections echo in Brussels? CrossTalking with Augusto Lopez-Claros, Tom Conroy … Continue reading →

Posted in Black Swan Watch, Economics, Euro, Germany, PIIGS, Politics, Video | Tagged , , , | Leave a comment