Category Archives: Euro

G20 moves closer to bigger eurozone bailout fund

Posted on February 26, 2012 by macromon

(click here if video is not observable)

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

IMF Still Sees Risk in Greece

Posted on February 23, 2012 by macromon

(click here if video is not observable)

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

Greek bond swap brings new downgrades

Posted on February 22, 2012 by macromon

(click here if video is not observable)

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

Eurozone PMI contracts in February

Posted on February 22, 2012 by macromon

From Markit’s release earlier today, The Markit Eurozone PMI® Composite Output Index fell from 50.4 in January to 49.7 in February, according to the preliminary ‘flash’ reading based on around 85% of usual monthly replies. The latest figure signalled a … Continue reading →

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Euro Fracture: Greeks Urged to Boycott German Products

Posted on February 21, 2012 by macromon

Keep this on your radar.   Ugly politics heighten deal risk. (click here if video is not observable)

Posted in Black Swan Watch, Euro, Geopolitical, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

Euro Fracture: Reform Fatigue Increasing

Posted on February 19, 2012 by macromon

Political backlash and reform fatigue are Europe’s biggest risk over the medium-term, in our opinion,  and need to be monitored closely.  Politicians have yet to convince many of their constituents of TINA – There Is No Alternative. (click here if … Continue reading →

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The Greek Tragedy

Posted on February 15, 2012 by macromon

(click here if video is not observable)

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Spain facing fine over manipulating deficit data

Posted on February 14, 2012 by macromon

We’re shocked, shocked to find out that governments manipulate their economic data.   Not! (click here if video is not observable)

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

Athens traders count the cost of anti-austerity riots

Posted on February 13, 2012 by macromon

(click here if video is not observable)

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

Euro Fracture: Greeks Burn German Flag

Posted on February 8, 2012 by macromon

This political risk isn’t going away and poses the biggest risk to Europe, in our opinion.   Reform fatigue in the the south and bailout fatigue in the north will only grow and can and will not be pacified with ECB … Continue reading →

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS | Tagged , | 1 Comment