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Recent Posts
Meta
Category Archives: Euro
Real Pain in the Eurozone
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS
Tagged Austerity, European Sovereign Debt Crisis, Eurozone, Portugal
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France’s Campaign Chonicles
Interesting analysis of the French elections with the first round slated for next month and the run-off in May. Here are the latest polls via Reuters, A survey by TNS-Sofres/Sopra group found that Sarkozy had pulled ahead in voting intentions … Continue reading
Stratfor: Threats to Europe’s Austerity Coalition
(click here if video is not observable)
Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Austerity, France, Germany, Merkel, Netherlands, Politics, Sarkozy, Spain
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Euro Fracture: Cradle of Civilization Headed for Revolution?
Interesting interview with British MEP, Paul Nuttal. He worries about political instability spreading in the Eurozone and raises the notion of a harder euro for the northern countries. We believe the best case, at the end of the day, … Continue reading
Posted in Black Swan Watch, Euro, PIIGS, Politics, Sovereign Debt, Sovereign Risk
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Greece CDS Exposure
Nice chart from Ambrose Evans-Pritchard’s Telegraph piece. One would expect a relatively small first order effect if Greek CDS’ are triggered. The second order effects, such as contagion and the ding to market confidence are much more difficult to quantify … Continue reading
Posted in Black Swan Watch, Bonds, Euro, PIIGS
Tagged Greece Bond Swap, Greece CDS Exposure
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S&P500: Next Stop 50-day?
We posted last week that the S&P500 could go to 1340 and then we’d reconsider our market view. Interestingly, today’s low on the cash S&P500 was 1340.03. We also had doubts there were enough sellers to take equities down. It … Continue reading
Posted in Energy, Euro, Sovereign Debt, Sovereign Risk
Tagged S&P500, Stock market correction
1 Comment
EU leaders seek austerity growth balance
(click here if video is not observable)
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk, Video
Tagged EU Fiscal Pact, European Sovereign Debt Crisis
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Euro banks tap LTRO2
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Posted in Black Swan Watch, Euro, Monetary Policy, PIIGS
Tagged ECB, European Banks, LTRO2, Monetary Policy
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Quote of the Day: The New Americans of Europe
Here’s the pretext for our QOTD, The German parliament is set to approve a new multibillion euro bailout package for Greece on Monday, but instead of thanks, southern Europeans are expressing their dislike of us. Germans will have to get … Continue reading
Posted in Black Swan Watch, Euro, PIIGS, Quotes, Sovereign Debt, Sovereign Risk
Tagged Americans of Europe, Der Spiegel, Jan Fleischhauer
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G20: Jerry Maguire, The Sequel
Wow! We didn’t realize Tim Geithner and the G20 could move like that. If you look hard and long enough, Tom Cruise does kind of resemble Angela Merkel, no? (click here if video is not observable)
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged Eurozone, G20, Jerry Maguire, Show Me the Money
1 Comment
Global Macro Monitor 