Tag Archives: ECB

Weekly Eurozone Watch – Puff the Magic Draghi

Posted on July 27, 2012 by macromon

Key Data Points German 10-year bund 23 bps higher; Italy 80 bps tighter; Spain 75 bps tighter; Portugal 54 tighter wider; Ireland 24 bps tighter; Greece 91 bps wider; French, Italian, Spanish banks up 5-15 percent. Comments Within our mandate, … Continue reading →

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Super Mario to the Rescue

Posted on July 26, 2012 by macromon

Sure smells like a coordinated move by the big central banks is in the works.   Gold starting to sniff out the potential that a monetary blast may be in the works.  “Whatever it takes.” (click here if video and chart … Continue reading →

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Draghi calls for bold action

Posted on July 9, 2012 by macromon

(click here if video is not observable)

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ECB’s Draghi Statement on 25 bps Rate Cut

Posted on July 5, 2012 by macromon

Looks like gold was looking for a little more than 25 bps, especially after strong initial claims, ADP, and the big move in the dollar. (click here if video is not observable)

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The Eurozone Fix-It Menu

Posted on June 23, 2012 by macromon

Great little “cheat sheet” from SocGen via FT Alphaville of what the EU can do to resolve its debt and banking crisis.  But remember before getting all lathered up,  “it’s the politics, [stupid]!” (click here if table is not observable)

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Germany, Sovereign Debt, Sovereign Risk | Tagged , , , , , | Leave a comment

Central banks brace for stormy weekend

Posted on June 16, 2012 by macromon

(click here if video is not observable)

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Draghi: ‘EU must clarify euro vision’

Posted on May 31, 2012 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk, Video | Tagged , | Leave a comment

Euro banks tap LTRO2

Posted on February 29, 2012 by macromon

(click here if video is not observable)

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Weekly Eurozone Watch

Posted on February 24, 2012 by macromon

Q:  How does the market respond to all the doubts and scepticism about the second Greece bailout?   A:  They tighten Italian and Spanish spreads and take the Euro higher, although Portugal did widen on the week. We’ve learned a very important … Continue reading →

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Greece debt talks come down to the wire

Posted on January 26, 2012 by macromon

It’s a done deal.  Everything else is noise.  Seriously, do you think the deal will tank over a couple of basis points? (click here if video is not observable)

Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk, Video | Tagged , , , | 1 Comment