Tag Archives: Europe

Going To Be A Slow August In Rhodes

Posted on May 22, 2020 by macromon

Even though, Europe accounts for 50% of the global tourism market in terms of arrivals and has been particularly hard hit by the restrictions. Normally crowded cities such as Venice, Rome, Paris and Barcelona have stood empty. The EU currently has recommendations … Continue reading →

Posted in Commodities, Economics, Uncategorized | Tagged , | Leave a comment

Major EU powers recognise Guaido as Venezuela’s interim president

Posted on February 4, 2019 by macromon

One morning closer to Venezuela’s economic “morning-after-plan.”

Posted in Emerging Markets, Politics, Uncategorized | Tagged , , | Leave a comment

Europe’s Bad Debts Still Haunt The Euro Banks

Posted on February 14, 2018 by macromon

Looks like the new “Iron Curtain” in Europe is the non-performing loans (NPLs)  in each country’s banking system.    Greece and Italy stand out. For European banks, it’s a headache that just won’t go away: the 944 billion euros ($1.17 … Continue reading →

Posted in Banking, Debt, Euro, Uncategorized | Tagged , , | 2 Comments

Bunds Wagging Treasuries

Posted on September 28, 2017 by macromon

Take a look at the comparison chart of the nearest Bund and U.S. 10-year T-Note futures. Contrary to popular belief, this latest bond market sell-off was led by the German Bund and not U.S. Treasuries, flopping due to the current market … Continue reading →

Posted in Bonds, Uncategorized | Tagged , , | Leave a comment

QOTD 2.0: More Inflation Cometh

Posted on April 28, 2017 by macromon

The question is:  Has the aircraft carrier of rising global inflation finally left port? Big fiscal stimulus planned in U.S. with labor shortages.  Hmm….  And tariffs on imports increasing. Even China has reversed its deflationary forces. You know when aircraft … Continue reading →

Posted in Euro, Fiscal Cliff Monitor, Inflation/Deflation, Uncategorized, US Releases | Tagged , | 2 Comments

Corporate bond squeeze runs out of juice – FT

Posted on June 9, 2015 by macromon

A squeeze was expected in Europe’s corporate bond market as a result of the ECB’s quantitative easing program. Hans Lorenzen, head of European credit strategy at Citi, explains to the FT’s Ralph Atkins why this initial reaction reversed. For more … Continue reading →

Posted in Bonds, Monetary Policy | Tagged , , , | Leave a comment

Europe’s investment paradox – FT

Posted on May 17, 2015 by macromon

The eurozone has grown faster than the US, but despite improved economic conditions there is little sign of companies increasing investment. Sarah Gordon, FT’s business editor, asks Deloitte’s Chris Gentle why executives are still being cautious. For more video content … Continue reading →

Posted in Economics | Tagged , | Leave a comment

Reversal of fortune – FT

Posted on March 30, 2015 by macromon

The story of the markets in the first quarter has been the flow of money out of US equities and towards Europe. John Authers suggests that this could be driven by a renewed dose of nerves about the US economy. … Continue reading →

Posted in Equities | Tagged , | Leave a comment

Draghi confident on inflation and growth – FT

Posted on March 5, 2015 by macromon

The European Central Bank’s president Mario Draghi announced the quantitative easing programme will start on Monday. The FT’s Ferdinando Giugliano and Ralph Atkins discuss what securities the ECB will be buying, and its growth and inflation outlook. For more video … Continue reading →

Posted in Monetary Policy | Tagged , , , , | Leave a comment

Google’s European shake-up – FT

Posted on February 25, 2015 by macromon

After years of increasing scrutiny from regulators, customers and other companies, Google is shaking up its management structure in Europe. The FT’s Ravi Mattu reports on the group’s new approach to the continent. The latest on companies news http://www.ft.com/companies (click … Continue reading →

Posted in Equities | Tagged , , | Leave a comment