Category Archives: Euro

Berlin and Paris frustrated as Greeks delay bailout talks

Posted on February 6, 2012 by macromon

(click here if video is not observable)

Posted in Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

China to Europe’s Rescue?

Posted on February 2, 2012 by macromon

(click here if video is not observable)

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

Capitano Crunch: Europe’s Collapsing Monetary Aggregates

Posted on January 30, 2012 by macromon

Here are some great pictures from Credit Suisse illustrating what’s happening in the European monetary sector.  The monetary aggregates have been collapsing at a greater pace than 2008/09  as banks have been cutting credit and shrinking their balance sheets to … Continue reading →

Posted in Black Swan Watch, Credit, Euro, Monetary Policy, Policy, Sovereign Risk, State and Local Government | Tagged , , , | 4 Comments

Germany’s fiscal solidarity plan for EU approved

Posted on January 30, 2012 by macromon

Domestic political blowback to follow.  Stay tuned. (click here if video is not observable)

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

Global Markets: One Large Complex Adaptive System

Posted on January 30, 2012 by macromon

We once read somewhere that there are 10 to the 180th power possible paths to checkmate in a game of chess.   Similarly,  the global markets are one large complex adaptive system and almost impossible to project their short-term macro … Continue reading →

Posted in Black Swan Watch, Dollar, Euro, Eurozone Sovereign Spreads, German Bund, Global Stock Performance | Tagged , , , , | 2 Comments

Sovereign Debt Hygienics

Posted on January 29, 2012 by macromon

Interesting calculations posted by Spiegel from the Kiel Institute on the sovereign haircuts which would make the debt of the listed countries sustainable.   We would love to see the calculations for the U.S., U.K., and Japan. (click here if charts … Continue reading →

Posted in Black Swan Watch, Euro, Italian Yields, PIIGS, Sovereign Risk | Tagged , , , , , | 3 Comments

Euro Fracture: Europe’s Biggest Risk…

Posted on January 29, 2012 by macromon

Now that a financial systemic collapse has been taken off the table with LTRO, it’s reform backlash/fatigue and political risk.   The AP writes this morning, Instead of a beacon for a better future, many Europeans are starting to see the … Continue reading →

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

Weekly Eurozone Watch: Italy below 6 percent, €/$ Squeezola

Posted on January 27, 2012 by macromon

(click here if charts are not observable)

Posted in Euro, Weekly Eurozone Watch | Tagged , , , | Leave a comment

Stratfor: Eurozone Prepares to Eject Greece

Posted on January 27, 2012 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 3 Comments

Merkel tells Davos that Europe must reform

Posted on January 25, 2012 by macromon

(click here if video is not observable)

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