Monthly Archives: July 2012

Week in Review

(click here if chart is not observable)

Posted in Week in Review | Tagged , , , , , | 1 Comment

Global Trend Indicators

(click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , , , , | Leave a comment

Weekly Eurozone Watch

(click here if charts are not observable)

Posted in Weekly Eurozone Watch | Tagged , , , , , , | Leave a comment

Holiday…

We’re going radio silent for a few days to recharge and regroup.   Good luck out there!

Posted in Uncategorized | Leave a comment

Italians ask the IMF

In this video, the IMF invited Italians to share their biggest worries about Italy’s economy. The IMF’s top economist on Italy, Kenneth Kang, takes questions about unemployment, taxes, and growth as part of the IMF’s annual economic evaluation of Italy’s … Continue reading

Posted in Black Swan Watch, Economics, Euro, Fiscal Policy, Italian Yields, PIIGS | Tagged , , , | Leave a comment

OECD sees growing eurozone jobs crisis

Listen to how the OECD sees structural unemployment in low skilled jobs due to technology. …challenges we have never seen before. – Angel Gurria, OECD (click here if video is not observable)

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

Will the smelly macro eat the micro?

Ugly macro as the three swans are back with a vengeance.   China hard landing fears;  Eurozone debt and banking crisis (say it ain’t so, Mario!); and fears of a rapidly slowing U.S. economy. Are the swans  in the latest quarterly … Continue reading

Posted in Banking, Black Swan Watch, Earnings, Economics, Equities, Euro, Technical Analysis | Tagged , , , , | Leave a comment

Europe’s New “Iron Curtain”

Today’s must read Reuters piece raises the spectre of a Europe “fragmenting faster than policymakers can repair it.”   Paul Taylor, the author, warns The leaders agreed that the euro zone’s permanent bailout fund, the 500 billion euro ($620 billion) … Continue reading

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

Quote of the Day: No Man’s Land

Our old friend from the dot.com bubble has wise words that we need to heed lest we grind all our capital into hamburger trying to trade these markets. With the euro still in crisis and the US economy stalling, we’re … Continue reading

Posted in Quotes | Tagged | Leave a comment