Category Archives: Black Swan Watch

Chart of the Day: Modified Crowding Out

Posted on May 9, 2012 by macromon

Modified “crowding out.”   The government shall be funded! (click here if chart is not observable)

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Athens still able to borrow despite political uncertainty

Posted on May 8, 2012 by macromon

Here’s an analyst saying Greek living standards would plunge by 80 percent if they leave the Euro.   This must assume most Greeks have their savings in Greek banks or local assets, which raises the issue of capital flight as the … Continue reading →

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Statfor: The Rise of the European Political Fringe

Posted on May 7, 2012 by macromon

(click here if video is not observable)

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Quote of the Day: Dissing the European Vote

Posted on May 7, 2012 by macromon

You think this is why markets have bounced and are so sanguine about the European elections?  We’re not so sure the European street can be dismissed that easily. “In 1981, François Mitterrand had one-and-a-half years to correct his Socialist course. … Continue reading →

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Picture of the Day: Bad Moon Rising?

Posted on May 6, 2012 by macromon

Was last night’s incredible shot of the Super Moon rising over the Parthenon in Athens a bad omen of things to come?  Some see a bad moon rising given the results of today’s elections in Greece and France.  Buckle up! … Continue reading →

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Issues in the French presidential run-off

Posted on May 3, 2012 by macromon

(click here if video is not observable)

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Milken Institute: Is It Time to Invest in Europe?

Posted on May 2, 2012 by macromon

This is a must view panel discussion, folks. Panel Detail: Is It Time to Invest in Europe? Tuesday, May 1, 2012 11:00 AM – 12:15 PM Speakers: Wolfgang Alkier, Co-Founder and Managing Director, Absolute Return Consulting GmbH Francesca Carega, Co-Head, … Continue reading →

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Bonjour Two Tier Euro?

Posted on May 2, 2012 by macromon

We’ve always held the end game in Europe will be the stronger northern countries eventually pulling out of the Euro.   The path to the end game we do not know. Sunday’s election in France, may, or may not, be the … Continue reading →

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Charlie Rose: IMF Roundtable on the Global Economy

Posted on April 23, 2012 by macromon

Excellent roundtable on the global economy: The Global Economy with IMF Managing Director Christine Lagarde; Anders Borg, Minister for Finance in the Swedish government; Christina Romer, former Chair of the Council of Economic Advisers in the Obama administration; Duvvuri Subbarao, … Continue reading →

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Euro Trashed

Posted on April 23, 2012 by macromon

As we posted last week,  Enter French Politics (and Dutch). (click here if video is not observable)

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