Category Archives: PIIGS

Berlin and Paris frustrated as Greeks delay bailout talks

(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?

(click here if video is not observable)

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

Germany’s fiscal solidarity plan for EU approved

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

Sovereign Debt Hygienics

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…

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

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Stratfor: Eurozone Prepares to Eject Greece

(click here if video is not observable)

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

Greece debt talks come down to the wire

It’s a done deal.  Everything else is noise.  Seriously, do you think the deal will tank over a couple of basis points? (click here if video is not observable)

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

Charlie Rose: Jim O’Neill, Goldman Sachs Asset Management

Jim O’Neill, Chairman of Goldman Sachs Asset Management on his new book “The Growth Map: Economic Opportunity in the BRICs and Beyond” Lots of discussion of Europe’s crisis, a Greek default, China, and more. Click here to view program.

Posted in Interviews, PIIGS | Tagged , , | Leave a comment

Italy deregulates for competition

How much push back?  A key issue to monitor. (click here if video is not observable)

Posted in Euro, PIIGS, Politics | Tagged , , | 1 Comment

What Eurozone Crisis?

Wow!  Check the moves in the large Eurozone bank stocks today and for the week.  And, unlike the U.S. market, on heavy volume.   Euro sovereign spreads are a bit tighter on the week with the exception of Portugal, which Standard … Continue reading

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