Category Archives: Sovereign Debt

Draghi: ‘EU must clarify euro vision’

(click here if video is not observable)

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Euro warning from Deutsche Bank’s departing Ackermann

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EU ready to ease Spain’s deficit pain

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Stratfor: Problems With a “Greek Euro”

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Stratfor: Germany’s Eurozone Dilemma

It’s the politics, stupid!  Will the Germans and the rest of the core open up their checkbook to the periphery?  Doubtful. (click here if video is not observable)

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“…A Breath Away From the Drachma and Disaster”

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Chart of the Day: Modified Crowding Out

Modified “crowding out.”   The government shall be funded! (click here if chart is not observable)

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Quote of the Day: Dissing the European Vote

You think this is why markets have bounced and are so sanguine about the European elections?  We’re not so sure the European street can be dismissed that easily. “In 1981, François Mitterrand had one-and-a-half years to correct his Socialist course. … Continue reading

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Milken Institute: Is It Time to Invest in Europe?

This is a must view panel discussion, folks. Panel Detail: Is It Time to Invest in Europe? Tuesday, May 1, 2012 11:00 AM – 12:15 PM Speakers: Wolfgang Alkier, Co-Founder and Managing Director, Absolute Return Consulting GmbH Francesca Carega, Co-Head, … Continue reading

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Bonjour Two Tier Euro?

We’ve always held the end game in Europe will be the stronger northern countries eventually pulling out of the Euro.   The path to the end game we do not know. Sunday’s election in France, may, or may not, be the … Continue reading

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