Category Archives: Black Swan Watch

Romney’s Gift from Bernanke

Posted on January 25, 2012 by macromon

Mitt Romney just received a huge campaign gift from Ben Bernanke as he moves to the Florida primary.    The Fed just announced they will continue to flog savers  — i.e., Florida retirees who live off CD income, and we’re … Continue reading →

Posted in Black Swan Watch, Japan, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , , , , | 4 Comments

Current Global Growth vs. Precrisis Average

Posted on January 24, 2012 by macromon

Interest chart from today’s IMF World Economic Outlook giving some big picture perspective of the current state of the global economy relative to where it was before the crisis. Argentina is rocking relative to where it was before the crisis, … Continue reading →

Posted in Black Swan Watch, Economics | Tagged , | 3 Comments

EU approves new sanctions on Iran

Posted on January 23, 2012 by macromon

How long before the Arab Persian Spring comes to Tehran? (click here if video is not observable)

Posted in Black Swan Watch, Crude Oil, Geopolitical | Tagged , , | Leave a comment

IMF Having Trouble Raising New Funds

Posted on January 19, 2012 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, Sovereign Debt, Sovereign Risk | Tagged , | 2 Comments

What Eurozone Crisis?

Posted on January 19, 2012 by macromon

Wow!  Check the moves in the large Eurozone bank stocks today and for the week.  And, unlike the U.S. market, on heavy volume.   Euro sovereign spreads are a bit tighter on the week with the exception of Portugal, which Standard … Continue reading →

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , , | 2 Comments

World Bank Bearish on Global Economic Prospects

Posted on January 17, 2012 by macromon

The World Bank’s latest Global Economic Prospects (GEP) 2012 published today warns of a coming year of “uncertainties and vulnerabilities.”    They note gross capital flows to developing countries plunged to $170 billion in the second half of 2011, which … Continue reading →

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

Fareed Zakaria’s GPS: Krugman and Rogoff

Posted on January 17, 2012 by macromon

Great exchange between Krugman and Rogoff on Fareed’s GPS yesterday.   Here’s the money rumble: FAREED ZAKARIA:  Paul, you had a column and a really striking graph, where you point out that if you’d asked yourself what has the market told … Continue reading →

Posted in Black Swan Watch, Economics, Fiscal Policy, Monetary Policy, Whales | Tagged , , , | 3 Comments

China’s GDP beats forecasts, Q4 Growth at 8.9 percent

Posted on January 16, 2012 by macromon

The Sydney Morning Herald reports, China, the world’s second biggest economy, posted growth of 8.9 per cent in the last three months of 2011, beating economist forecasts even as export demand moderated. China’s growth for the quarter, though, slowed for … Continue reading →

Posted in Black Swan Watch, Charts | Tagged , | Leave a comment

World Economic Forum Global Risks 2012

Posted on January 15, 2012 by macromon

The World Economic Forum is out with their Global Risks 2012 report.   Great video presentation.  Click here for PDF copy. Economic imbalances and social inequality risk reversing the gains of globalization, warns the World Economic Forum in its report Global … Continue reading →

Posted in Black Swan Watch, Economics, Policy, Politics, Sovereign Debt, Sovereign Risk | Tagged , | 1 Comment

Sarkozy breaks silence after French downgrade

Posted on January 15, 2012 by macromon

(click here if video is not observable)

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