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Category Archives: Sovereign Debt
ECB’s Bond Purchases: A Game of Cat and Mouse
A little dated but an informative graphic nonetheless. (click here if chart is not observable)
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged ECB Bond Purchases, Euro, European Sovereign Debt Crisis, PIIGS
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Brazil’s Roussef warns Europe on austerity
(click here if video is not observable)
Posted in Black Swan Watch, BRICs, Euro, PIIGS, Policy, Sovereign Debt, Sovereign Risk
Tagged Austerity, Brazil, Dilma Rousseff, Europe
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Spiegel: Obama “like a doctor caught prescribing performance-enhancing drugs”
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
Greek Haircuts: A Clarification
The media and some pseudo-analysts, and, surprisingly, even some investors, still don’t understand what the 21 percent haircut in the Greece bond restructuring is all about. The 21 percent touted about is simply the hypothetical secondary market discount of the … Continue reading
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Banks, Greece, Haircuts
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Sarkozy: Europe “morally obliged” to help Greece
(click here if video is not observable)
Posted in Black Swan Watch, Bonds, Budget Deficit, PIIGS, Sovereign Debt, Sovereign Risk, Video
Tagged European Debt Crisis, Greece, Sarkozy
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QE and the “Crowding Out” of the Bond Market Vigilante
We’ve updated our chart of the sources of financing of the U.S. budget deficit from the Fed’s Flow of Funds data released on September 16th. The chart illustrates how the Fed and foreign central banks have been indirectly fully … Continue reading
Angry Greeks Protest Arrival of Trioka
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Politics, Sovereign Debt, Sovereign Risk
Tagged Euro, European Sovereign Debt, Greece, Protests, Troika
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Week-long unrest in Greece ahead of troika meeting
(click here if video is not observable)
Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Sovereign Debt Crisis, Greece, Protests
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La Grande Divergence
Great chart of eurozone sovereign 10-year yields from Desmond Lachman of the American Enterprise Institute. We made a decent living off the “great convergence trade” of the 1990’s, where yields of the eurozone sovereigns collapsed on top of each other. … Continue reading
Posted in Black Swan Watch, Bonds, Budget Deficit, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Debt Crisis, European Sovereign Yields, Greece, Italy, Portugual, Spain
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Interview: Anni Podimata, Greece VP of the European Parliament
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Anni Podimata, European Parliment, Greece
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Global Macro Monitor 