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Category Archives: Sovereign Risk
Euro warning from Deutsche Bank’s departing Ackermann
(click here if video is not observable)
Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Ackerman, Deutsche Bank, PIIGS, Reform Fatigue
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EU ready to ease Spain’s deficit pain
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Deficit, EU, Sovereign Debt Crisis, Spain, Spanish Economy
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Stratfor: Problems With a “Greek Euro”
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk, Video
Tagged Geuro, Greek Euro, STRATFOR
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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)
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged Austerity, European Sovereign Debt Crisis, Eurozone, Germany, Transfer Union
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“…A Breath Away From the Drachma and Disaster”
(click here if video is not observable)
Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Drachma, Euro, European Sovereign Debt Crisis, Greece
1 Comment
Tough Day in Euroland
Key Data Points: German Bund yield falls 6 bps to 1.457 percent; France 8.4 bps wider; Italy 24.7 bps wider; Spain 27.9 bps wider to 6.23 percent; Portugal 23.4 bps wider; Ireland 16.7 bps wider; Greece 289 wider; Large Eurozone … Continue reading
Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Sovereign Risk
Tagged European Debt Crisis, Greece, Ireland, Italy, PIIGS, Portugal, Spain
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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)
Posted in Black Swan Watch, Charts, Euro, Sovereign Debt, Sovereign Risk
Tagged Banks, Crowding Out, European Sovereign Debt Crisis, Spain
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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
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged France, French elections, Germany, Hollande, Merkel
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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
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged Bernard Connolly, Hugh Hendry, Milken Institute
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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
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Elections, Euro, France, Gemany, Hollande, Two Tier Euro
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Global Macro Monitor 