Tag Archives: European Banks

Weekly Eurozone Watch: Squeezola!

Posted on June 8, 2012 by macromon

Key Data Points German 10-year Bund yield up 15.7 bps; Italy 12 bps tighter; Spain 47 bps tighter; Portugal 105 tighter; Ireland 20 bps tighter; Greece 176 bps tighter; Spanish banks up 10+ percent; Euro FX up 0.40 percent; (click … Continue reading →

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Grexit Would Be Fugly

Posted on May 23, 2012 by macromon

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Weekly Eurozone Watch

Posted on May 18, 2012 by macromon

Key Data Points A small bounce on Friday after a tough week; German 10-year closes at 1.427 percent; France 14 bps wider; Italy 39 bps wider; Spain 35 bps wider; Portugal 140 bps wider; Ireland 59 bps wider; Greece 448 … Continue reading →

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Weekly Eurozone Watch: No Pain From Spain

Posted on April 27, 2012 by macromon

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Weekly Eurozone Watch: France Wider Ahead of Election

Posted on April 20, 2012 by macromon

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Weekly Eurozone Watch

Posted on April 13, 2012 by macromon

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Tough Day in Euroland

Posted on April 10, 2012 by macromon

Europe came back from its long Easter weekend and took a nasty spanking. Spain’s sovereign spread over German bunds blew out 26.3 bps and is within 40 bps of its November high, while Italy moved 27.4 bps wider.   The large … Continue reading →

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Weekly Eurozone Watch

Posted on March 2, 2012 by macromon

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Euro banks tap LTRO2

Posted on February 29, 2012 by macromon

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Capitano Crunch: Europe’s Collapsing Monetary Aggregates

Posted on January 30, 2012 by macromon

Here are some great pictures from Credit Suisse illustrating what’s happening in the European monetary sector.  The monetary aggregates have been collapsing at a greater pace than 2008/09  as banks have been cutting credit and shrinking their balance sheets to … Continue reading →

Posted in Black Swan Watch, Credit, Euro, Monetary Policy, Policy, Sovereign Risk, State and Local Government | Tagged , , , | 4 Comments