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Category Archives: Sovereign Risk
Greece: Spending With a Return
Not all gov spending is bad and here’s an example in Greece, where spending is being prioritized and will provide a nice return on investment not mention the positive exeternalities (econo speak for side benefits) for world culture. We didn’t … Continue reading
Posted in PIIGS, Sovereign Debt, Sovereign Risk
Tagged Ancient, Greece, Greek Archeology, Museums
1 Comment
Spread Compression in Europe
Not enough, surely some of it engineered, but moving in the right direction. Some of the move has been the rise in the German 10-year yield. Look at the big move in France-Germany, now below 100 bps. The big … Continue reading
Posted in Black Swan Watch, Bonds, Euro, Sovereign Debt, Sovereign Risk
Tagged European Debt Crisis, Merkozy, Sovereign bond spreads
1 Comment
Oats-Bunds Tighter
In case you haven’t noticed the France 10-year bond spread over German 10-years has come in big over the past few weeks. Granted some of it is attributed to the rise in German bond yields, but tighter, nonetheless. (click here … Continue reading
Is this Gold’s Moment?
China’s move on reserve requirement and the global central bank liquidity facility should give a power boost to gold, in our opinion. This really smells like the global Cen Banks are going all, and we mean ALL IN. In fact, … Continue reading
Patriotic Italians urged to buy bonds
(click here if video is not observable)
Posted in Black Swan Watch, Currency, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Euro, European Sovereign Debt Crisis, Italy
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Euro Fracture: It’s the Politics, Stupid!
Politics has been and will be the constraint on the latest iteration of Bailout Europe 4.0. We at the Global Macro Monitor really want to see Europe make it, for markets to rally, and for all to make money. But … Continue reading
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Sovereign Debt Crisis, IMF, Italy
3 Comments
The Future of the Euro
(click here if chart is not observable) Source: Gavyn Davies, FT
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Euro, European Sovereign Debt Crisis, France, Germany, Italy
1 Comment
‘Germans fed up with Eurobondage’
(copy if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Euorpean Sovereign Debt Crisis, Euro, PIIGS
1 Comment
Economist: Is this really the end?
The Economist warns in their latest cover piece “Unless German and the ECB move quickly, the single currency’s collapse is looming.” We are beginning to think, based on last week’s failed German bond auction, that if “Germany and ECB moves … Continue reading
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk, State and Local Government
Tagged Economist, Euro, European Debt Crisis
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Euro Crisis Spreading
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Banks, European Debt Crisis
1 Comment
Global Macro Monitor 