Tag Archives: Brady Plan

OECD’s Gurria on the ECB’s OMT

Great France24 interview with Angel Gurria, Secretary General of the Organisation for Economic Co-operation (OECD).  Have a look it’s worth your time and offers good insight into EU policymaker thinking. Gurria is probably the world’s leading expert on sovereign debt issues.  … Continue reading

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A Credible & Comprehensive Plan for Europe’s Debt Crisis

The following is the Executive Summary of a longer article that offers up a credible and comprehensive plan for the European Debt Crisis, which deals with the periphery debt overhang  and weak balance sheets of Europe’s commercial banks.  It has … Continue reading

Posted in Black Swan Watch, Bonds, Currency, Euro, Geopolitical, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , | 1 Comment

Argentina – “Cookie Cutter” for the European Periphery?

“I would not say that Mexico is going to be a cookie cutter for others.” – William Rhodes, Citibank 1989 These were the words of the chairman of Mexico’s Bank Advisory Committee in 1989, just after the country and its … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Credit, Euro, Fiscal Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , | Leave a comment