Category Archives: Sovereign Debt

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

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

Lagarde: The Trillion Dollar Woman and Best IMF Chief Ever?

We like this woman  We think she could be the best IMF Chief ever.    Stay tuned. Newsweek: In a dramatic speech in Berlin this week, the IMF chief warned that the world could soon face another Great Depression, calling for … Continue reading

Posted in Black Swan Watch, Economics, Sovereign Debt, Sovereign Risk | Tagged , , , | 4 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

Merkel tells Davos that Europe must reform

(click here if video is not observable)

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Romney’s Gift from Bernanke

Mitt Romney just received a huge campaign gift from Ben Bernanke as he moves to the Florida primary.    The Fed just announced they will continue to flog savers  — i.e., Florida retirees who live off CD income, and we’re … Continue reading

Posted in Black Swan Watch, Japan, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , , , , | 4 Comments

Dollar Yen Pierces Long-Term Downtrend Line

Our friends over at Lighthouse Securities posted a nice chart and great analysis on today’s $/Yen’s break of its two-year downtrend line.    We’re sensing this could be one of the big macro trades of 2012. As Europe works through … Continue reading

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