Category Archives: Germany

Germany’s Five Wise Men Urge Creation of Euro “Exit Door”

Posted on November 7, 2012 by macromon

The German Council of Economic Experts, aka the “five wise men” (which, btw, includes one woman)  handed over their annual report to Angela Merkel today.  The report urged the government to show more spending discipline and create an “exit door” … Continue reading →

Posted in Economics, Germany | Tagged , , , | 1 Comment

Stratfor: Euro Fracture

Posted on October 5, 2012 by macromon

As the European Union splinters, Stratfor’s Reva Bhalla examines the limits of Continental integration being sought by European policymakers. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

Posted in Euro, Food Prices, Germany, Sovereign Debt | Tagged , , | Leave a comment

Spain’s Rajoy Delays Bailout Request

Posted on October 2, 2012 by macromon

Conditionality is political poison in Spain on the receiving end and in Nor Euro without it.  Therein lies Europe’s conundrum. (click here if video is not observable)

Posted in Euro, Germany, Spain | Tagged , , | Leave a comment

Oktoberfest: The Relative Cost of a Beer

Posted on October 1, 2012 by macromon

Good stuff suds from the Economist, ON SEPTEMBER 22nd, the beer started flowing at Oktoberfest in Munich, an annual Bavarian beer festival which confusingly begins at the end of September. Last year, over the course of the 16-day event, visitors … Continue reading →

Posted in General Interest, Germany | Tagged , , , | 2 Comments

Stratfor: Banking Union and Potential EU Division

Posted on September 20, 2012 by macromon

(click here if video is not observable)

Posted in ECB, Euro, Germany | Tagged , , | Leave a comment

OECD’s Gurria on the ECB’s OMT

Posted on September 9, 2012 by macromon

Great France24 interview with Angel Gurria, Secretary General of the Organisation for Economic Co-operation (OECD).  Have a look it’s worth your time and offers good insight into EU policymaker thinking. Gurria is probably the world’s leading expert on sovereign debt issues.  … Continue reading →

Posted in Euro, Germany, Monetary Policy | Tagged , , , , | Leave a comment

Uncorrelated Markets, NOT!

Posted on September 9, 2012 by macromon

Can’t you see the benefits of diversification with a basket of the S&P500 and the German DAX?  OK, maybe you get a currency hedge.  Stunning though how the global equity risk premium is, well, so global.   We believe the massive … Continue reading →

Posted in Energy, Germany | Tagged , , , | Leave a comment

Germany’s FinMin says court to back European bail out fund

Posted on September 3, 2012 by macromon

(click here if video is not observable)

Posted in Germany, Sovereign Debt, Sovereign Risk, Spain | Tagged , , | Leave a comment

Stronger Eurozone Countries Prepare Plan B

Posted on August 17, 2012 by macromon

(click here if video is not observable)

Posted in Euro, Germany, Italian Yields | Tagged , , , | Leave a comment

Quote of the Day: Nostalgia for the Deutsche Mark

Posted on August 5, 2012 by macromon

While German political leaders now declare their allegiance to the eurozone, opinion polls in Germany show that public support for the euro is very weak. As the risks accumulate, it is not inconceivable that Germany might conclude that, despite the … Continue reading →

Posted in ECB, Euro, Germany, Uncategorized | Tagged , , , | Leave a comment