Category Archives: Geopolitical

Don’t Cry for Argentina’s Crisitina

Posted on October 23, 2011 by macromon

Listen to the report carefully.  Did they say President Cristina Fernandez is benefiting from the world’s fastest growing economy?  They almost nail it.  Argentina is expected to grow around 8 percent in 2011 according to the IMF after last year’s … Continue reading →

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Europe’s Undercapitalized Banks

Posted on October 20, 2011 by macromon

We’ve posted several pieces recently about Europe’s over banked and undercapitalized financial system.   The markets have pounded European bank equities this year and forced the eurozone political leaders to cobble together a bank recapitalization plan, which we all wait for … Continue reading →

Posted in Black Swan Watch, Charts, Euro, General Interest, Geopolitical, Sovereign Debt, Sovereign Risk | Tagged , | 4 Comments

Occupy Harvard, Columbia, & Berkeley

Posted on October 19, 2011 by macromon

Here’s a piece we posted last November which has relevance to those who are camped out in lower Manhattan and their Occupy Wall Street offshoots around the country and world.  We’ve changed the source of the video as the old … Continue reading →

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Occupy Wall Street: End the Fed?

Posted on October 11, 2011 by macromon

Wow!  Take a listen to this.  President Kennedy had trouble understanding monetary policy and most economists are in the same boat.  We wonder how many in the OWS crowd can.   Long moats in Greenwich.   (click here if video … Continue reading →

Posted in Black Swan Watch, Demographics, General Interest, Geopolitical, Policy, Politics | Tagged , | Leave a comment

Spiegel: Obama “like a doctor caught prescribing performance-enhancing drugs”

Posted on October 3, 2011 by macromon

Go no further than the Der Spiegel piece, Why Europe Is Right and Obama Is Wrong, to understand the fundamental differences between American and German thinking on fiscal and monetary stimulus. Michael Sauga, the author, writes, American economists, central bankers and fiscal … Continue reading →

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

Nobel Peace Prize for Egypt’s “Google Ghandi”?

Posted on October 2, 2011 by macromon

The Peace Research Institute Oslo predicts many of the cyber activists in the youth movements which led revolutions  in Tunisia and Egypt earlier this year are  candidates to win the Nobel Peace Price.   The winner will be announced this Friday. … Continue reading →

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Gorbachev on the End of the Soviet Union – Der Spiegel

Posted on August 16, 2011 by macromon

Great interview by Der Spiegel with Mikhail Sergeyevich on the final days of the Soviet Union.   Click here for full interview.   Here are a few nuggets: SPIEGEL: Perhaps you could fill us in on a detail from the decisive … Continue reading →

Posted in BRICs, General Interest, Geopolitical, Politics | Tagged , | Leave a comment

The Clash of Generations

Posted on July 18, 2011 by macromon

Thomas Friedman is “connecting the dots” in his New York Times column piece over the weekend, The Clash of Generations.    The Global Macro Monitor posted a similar piece, Connecting the Dots: The Coming War Between Generations,  back in March. During … Continue reading →

Posted in Black Swan Watch, Bonds, Demographics, Egypt, Fiscal Policy, Geopolitical | Tagged , , | 8 Comments

Quote of the Day: Siemens’ McSwan Watch

Posted on May 4, 2011 by macromon

Siemens AG (SIE), Europe’s largest engineering company, reported decent numbers this morning, including strong growth from the emerging markets.   But listen to CEO,  Peter Loescher,  on the conference call this morning.   He is vigilantly monitoring the many macro swans,  including … Continue reading →

Posted in Black Swan Watch, Budget Deficit, Geopolitical, Quote of the Day, Sovereign Debt, Sovereign Risk | Tagged , , , | Leave a comment

A Credible & Comprehensive Plan for Europe’s Debt Crisis

Posted on April 25, 2011 by macromon

The following is the Executive Summary of a longer article that offers up a credible and comprehensive plan for the European Debt Crisis, which deals with the periphery debt overhang  and weak balance sheets of Europe’s commercial banks.  It has … Continue reading →

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