Category Archives: Politics

France’s River of de Nile

Posted on March 29, 2012 by macromon

Good Economist cover story of the upcoming French elections.  Keep this one on your radar, folks, it could start moving the market needle.     Here’s a little taste of the article, Yet what is most striking about the French … Continue reading →

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

The Obama Economy

Posted on March 29, 2012 by macromon

Click graphic to enlarge and for better resolution. (click here if graphic is not observable)

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France’s Campaign Chonicles

Posted on March 28, 2012 by macromon

Interesting analysis of the French elections with the first round slated for next month and the run-off in May.  Here are the latest polls via Reuters, A survey by TNS-Sofres/Sopra group found that Sarkozy had pulled ahead in voting intentions … Continue reading →

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Spain’s People Party Takes Hit Before Austerity Budget

Posted on March 26, 2012 by macromon

From Euronews, Spain’s ruling centre-right People’s Party has been dealt a blow ahead of launching a new austerity budget on Friday. Despite being tipped to win, it has failed to secure an outright majority in the Andalucian regional election. The … Continue reading →

Posted in PIIGS, Politics, Sovereign Debt, Sovereign Risk | Tagged , , , , | Leave a comment

Hong Kong Divided Over New Leader

Posted on March 25, 2012 by macromon

The New York Times reports, The political and business elite of Hong Kong elected a real estate surveyor with close ties to Beijing and the Chinese Communist Party on Sunday to become the territory’s next chief executive. Crowds of pro-democracy … Continue reading →

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Hugh Hendry’s ‘Greatest Hits’

Posted on March 24, 2012 by macromon

Now for some weekend entertainment. Hugh Hendry is one of our favorite hedge fund managers and OSD — one smart dude.  Watch how H-squared gives facials to the academics in the video, especially Jeffrey Sachs.  Stiglitz was soooo wrong on … Continue reading →

Posted in Black Swan Watch, PIIGS, Policy, Politics, Whales | Tagged , , , | 2 Comments

Euro Fracture: Cradle of Civilization Headed for Revolution?

Posted on March 13, 2012 by macromon

Interesting interview with British MEP, Paul Nuttal.    He worries about political instability spreading in the Eurozone and raises the notion of a harder euro for the northern countries. We believe the best case, at the end of the day,  … Continue reading →

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

Nassim Taleb: The Next Black Swan

Posted on March 13, 2012 by macromon

In case you missed Nassim Taleb’s interview on CNBC this morning. He endorsed Ron Paul and is a bit cryptic in his four points, one of which,  that a sovereign debt crisis is coming to the United States.   Rather than … Continue reading →

Posted in Black Swan Watch, Interviews, Policy, Politics, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

Romney Tops Obama in Latest WaPost/ABC Poll

Posted on March 12, 2012 by macromon

The results of the latest WashPost/ABC poll are a bit surprising and should have the White House a little worried, Public disapproval of President Obama’s handling of the economy is again on the rise, alongside increasing gas prices. One political … Continue reading →

Posted in Politics | Tagged , , | 2 Comments

Political Job Security in Different Countries

Posted on March 5, 2012 by macromon

Nice chart from the Economist.  Here’s their take, How long leaders stay in office in different countries OMAN’s name is thought to derive from a word meaning “a man residing permanently in the homeland”—but “presiding” might be more apt. Since … Continue reading →

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