Tag Archives: Europe

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 →

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Why buy Europe? – FT

Posted on February 6, 2015 by macromon

The FT’s John Authers quizzes Citi’s Jonathan Stubbs on the reasons to buy European stocks. Europe looks cheap, but arguably the answer boils down to two letters: QE. Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here if video … Continue reading →

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Weekend Lecture: Is Europe Working? – LSE

Posted on December 20, 2013 by macromon

Lecture starts at 9 minutes. Christopher Pissarides has been appointed as Regius Professor at LSE. In 2010 he was awarded the Nobel Prize in Economic Sciences for his work with Peter Diamond and Dale Mortensen on the analysis of markets … Continue reading →

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Quote of the Day: Euro Mess

Posted on March 26, 2013 by macromon

The eurozone remains stuck in a horrific mess…the strategy of competitive austerity cannot return the eurozone to economic health. It guarantees a feeble eurozone economy…the will to sustain the eurozone intact is formidable. This then is a clash between an … Continue reading →

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U.S. Equities Playing Catch Up

Posted on December 17, 2012 by macromon

As stock markets have been breaking out all over the world, U.S. equities have lagged over fiscal cliff fears.  We think the U.S. catches up as the ROW (rest of the world)  takes a little breather. Clearly the two big … Continue reading →

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Quote of the Day: Trade Reversals

Posted on December 12, 2012 by macromon

Shipping lines used to sail one full container to Asia fromEurope for every three loaded with China-made goods that came back. Those “massive” imbalances are easing now as Europe consumes less and China more, according to BIMCO shipping analyst Peter Sand. … Continue reading →

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Stratfor: Effectiveness of Austerity in Europe (Portfolio)

Posted on June 21, 2012 by macromon

(click here if video is not observable)

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

OECD leading indicators point to diverging economic activity

Posted on June 11, 2012 by macromon

The OECD reported today, Composite leading indicators (CLIs), designed to anticipate turning points in economic activity relative to trend continue to point to divergence between economies. The CLIs for Japan, the United States and Russia continue to signal improvements in … Continue reading →

Posted in Black Swan Watch, BRICs, China | Tagged , , , , , | 2 Comments

Picture of the Day: Raining on the Risk On Parade

Posted on June 1, 2012 by macromon

This mural in Poland encapsulates the global markets today.  It’s raining pouring on the risk-on trade. The markets were hit by a hat-trick of three Macro Swans coming home to roost — fears of: 1) China hard landing;  2)  Eurozone … Continue reading →

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Europe Enters Terminal Zone

Posted on May 15, 2012 by macromon

Another tough day in Europe as Greece failed to form a government and called for new elections.   We sense Europe has entered a terminal phase of the Euro as we now know it. No doubt there will numerous ECB interventions, … Continue reading →

Posted in Black Swan Watch, Euro, German Bund, Italian Yields, PIIGS | Tagged , , , , , , , | Leave a comment