Category Archives: Black Swan Watch

China’s Dwindling Trade Surplus Signals Weak World Economy

Posted on October 16, 2011 by macromon

(click here if video is not observable)

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Spooky Chart: French with an Irish Brogue

Posted on October 15, 2011 by macromon

Here is the one chart via Reuters that scares us most.   French bond yields relative to 10-year German bonds have been spiking.  The market seems concerned that a large commitment by France to backstop or recapitalize its banking system could … Continue reading →

Posted in Black Swan Watch, Bonds, Sovereign Debt, Sovereign Risk | Tagged , | 1 Comment

Euro Banks Under Pressure on Greek Holdings

Posted on October 14, 2011 by macromon

(click here if chart is not observable)

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U.S. Economy Stuck in a Dog House

Posted on October 12, 2011 by macromon

We stumbled upon this interesting chart from the Financial Stability Oversight Council’s 2011 Annual report which shows the share of owner equity in household real estate.  It surprised us, not so much in that it is at record lows, but … Continue reading →

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Barroso presents bank recapitalisation plan

Posted on October 12, 2011 by macromon

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Greece: Trioka Approves New Loan

Posted on October 11, 2011 by macromon

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Occupy Wall Street: End the Fed?

Posted on October 11, 2011 by macromon

Wow!  Take a listen to this.  President Kennedy had trouble understanding monetary policy and most economists are in the same boat.  We wonder how many in the OWS crowd can.   Long moats in Greenwich.   (click here if video … Continue reading →

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Europe’s Stressed Out Banks

Posted on October 10, 2011 by macromon

The Wall Street Journal reports Euro-zone banks’ overnight deposits at the ECB increased again last week “reflecting deepening distrust in interbank lending markets.”  The Journal writes, Overnight deposits Friday rose to €255.57 billion ($341.88 billion), surpassing Thursday’s 2011 high of … Continue reading →

Posted in Black Swan Watch, Credit, Euro, Monetary Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 4 Comments

Greece Waits…..

Posted on October 10, 2011 by macromon

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Merkozy: All the right words, no concrete action…

Posted on October 9, 2011 by macromon

(click here if video is not observable)

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