Category Archives: Euro

Issues in the French presidential run-off

(click here if video is not observable)

Posted in Black Swan Watch, Euro, Politics | Tagged , , , , | Leave a comment

Milken Institute: Is It Time to Invest in Europe?

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

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

Bonjour Two Tier Euro?

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

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

Where are all the German shoppers?

(click here if video is not observable)

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

Eurozone Flash PMI At 5-month Low

Europe is definitely slowing and markets, along with Eurozone politics, are beginning to internalize the slowdown.  Markit reported this morning the preliminary flash reading of the Eurozone Composite PMI fell to a five-month low.   In addition, The index fell for … Continue reading

Posted in Economics, Euro | Tagged | Leave a comment

Euro Trashed

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

Posted in Black Swan Watch, Euro, Global Stock Performance, Global Trend Indicators | Tagged , , , , | Leave a comment

Spanish Yields Move Higher After Auction

(click here if chart and video are not observable)

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS | Tagged , , | Leave a comment

Enter French Politics

President Nicolas Sarkozy and Socialist candidate Francois Hollande will likely emerge Sunday as the top two vote-getters in the first round of France’s Presidential election.  The run-off is set for May 6th.  Intrade gives Hollande more than an 80 percent … Continue reading

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

Spanish 10-year Closes Above 6 percent

(click here if chart and video are not observable)

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

Chart of the Day: Italy Sliding

(click here if chart is not observable)

Posted in Black Swan Watch, Chart of the Day, Charts, Economics, Euro, PIIGS | Tagged , | 3 Comments