-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,220 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Category Archives: Eurozone Sovereign Spreads
French Oat-German Bund 10-year Spread
Notice on the chart the Oat-Bund spread coming in 25 bps in past week. We are buyers of a French dip. See here and here. An apparent threat by far-right leader Marine le Pen to punish state employees who “persecute” … Continue reading
Posted in Euro, Eurozone Sovereign Spreads, France, Politics, Uncategorized
Tagged French elections, Le Pen, Macron, Oat-Bund Spread
Leave a comment
Trump & Le Pen compared in 90 seconds – FT
Gideon Rachman, the FT’s chief foreign affairs commentator, compares the movements behind US president Donald Trump and French presidential candidate Marine Le Pen – in 90 seconds. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs
Posted in Euro, Eurozone Sovereign Spreads, France, Politics
Tagged FT, Gideon Rachman, Le Pen, Trump
Leave a comment
French Oat-German Bund 10-year Spread
To assess Ms Le Pen’s chance of victory, The Economist has compiled current and historic French presidential polls, and used them to build a statistical prediction model. We find that if the first round were held today, Ms Le Pen … Continue reading
Posted in Eurozone Sovereign Spreads, Politics
Tagged 10-year Oat Bund spread, France Elections
Leave a comment
French Oat-German Bund 10-year Spread
. .
Posted in Eurozone Sovereign Spreads, Politics, Uncategorized
Tagged France Elections, Oat-Bund Spread
Leave a comment
European bonds suffer from uncertainty – FT
Keep some powder dry to buy the French Dip. That is, the market panic over the Euro elections, if there is one. The French will hold the populist “Maginot Line” and Le Pen will lose in the second round, “bigly“. … Continue reading
Posted in Eurozone Sovereign Spreads, Politics, Sovereign Risk, Uncategorized
Tagged European elections, France, Germany, Netherlands
Leave a comment
Tremors in the Eurozone (Again)
The France OAT-German Bund 10-year blew out another 12 bps today. This is off our charts going back to December 2012. The FT reports, “Markets underpriced the political risks in 2016 and they are determined not to do the … Continue reading
French Oat-German Bund 10-year Spread
Starting to get interesting. The French 10-year Oat- German 10-year bund spread widened and closed at its highest level since January 2014 on Friday. Francois Fillon has dropped like a stone in the past few weeks as the political scandal … Continue reading
Posted in Bonds, Eurozone Sovereign Spreads, France, Uncategorized
Tagged France Elections, France Sovereign Spreads
1 Comment
Watch This Space: Oat-Bund Spread
Posted in Bonds, Eurozone Sovereign Spreads, Uncategorized
Tagged France, Germany, Oat-Bund Spread
Leave a comment
Italian PM to quit after voters reject his constitutional reforms – EuroNews
Published on Dec 4, 2016 Italian Prime Minister Matteo Renzi is to resign following a heavy defeat in Sunday’s constitutional reform referendum. Although ostensibly on plans to streamline parliament the poll was largely seen as a confidence vote in the … Continue reading
Posted in Euro, Eurozone Sovereign Spreads, Geopolitical, Italian Yields, Italy
Tagged Italian Referendum, Matteo Renzi
Leave a comment
Week Ahead — Brexit outlook, Nike results – FT
Fallout from Brexit, results for athletic clothing maker Nike and voting for Australia’s national election. Seb Morton-Clark takes a look at some of the top stories for the coming week. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs (click … Continue reading
Posted in Banking, Euro, Eurozone Sovereign Spreads, Fed
Leave a comment
Global Macro Monitor 