Tag Archives: Euro

Weekly Eurozone Watch

(click here if charts are not observable)

Posted in Weekly Eurozone Watch | Tagged , , , , , | Leave a comment

China to Europe’s Rescue?

(click here if video is not observable)

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

Weekly Eurozone Watch: Italy below 6 percent, €/$ Squeezola

(click here if charts are not observable)

Posted in Euro, Weekly Eurozone Watch | Tagged , , , | Leave a comment

Stratfor: Eurozone Prepares to Eject Greece

(click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 3 Comments

Merkel tells Davos that Europe must reform

(click here if video is not observable)

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

Eurozone Watch: Italy -56 bps, SocGen +29%, Euro$ +2.1%

(click here if charts are not observable)

Posted in Uncategorized, Weekly Eurozone Watch | Tagged , , , | Leave a comment

What Eurozone Crisis?

Wow!  Check the moves in the large Eurozone bank stocks today and for the week.  And, unlike the U.S. market, on heavy volume.   Euro sovereign spreads are a bit tighter on the week with the exception of Portugal, which Standard … Continue reading

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , , | 2 Comments

Eurozone Sovereign Spread Tightening

After the better than expected Spanish bond auction, eurozone sovereign spreads have come in significantly today.  The widely watched Italian 10-year bond yield fell to 6.63 percent. The return of confidence, in our opinion, is the continuation of the markets’ … Continue reading

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | 2 Comments

Are the Markets Driving European Politics?

Der Spiegel poses the question to former Deutsche Bank CEO Hilmar Kopper in an interesting interview. SPIEGEL: The markets are driving politics, leaving no doubt as to who is really in charge. Kopper: I think that’s nonsense. Why does the … Continue reading

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

Euro Swan Dives Splashes Santa

This morning’s swan dive in the euro stopped the Santa rally right in its tracks. We have two questions:  1)  Has the ECB shot its wad as the lender of last resort providing massive liquidity to the banking system and … Continue reading

Posted in Black Swan Watch, Equities, Euro | Tagged , , , , | 1 Comment