Tag Archives: European Debt Crisis

Current State of the Market in a Sea of Volatility – 2.0

Posted on June 11, 2012 by macromon

Time for another re-post. Amazing how things have changed very little since last September.  Still waiting for that comprehensive plan. The Current State of the Market in a Sea of Volatility Originally Posted on September 13, 2011 The picture below really … Continue reading →

Posted in Black Swan Watch, Equities, Euro | Tagged , , , , , | 13 Comments

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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Tough Day in Euroland

Posted on May 14, 2012 by macromon

Key Data Points: German Bund yield falls 6 bps to 1.457 percent; France 8.4 bps wider; Italy 24.7 bps wider; Spain 27.9 bps wider to 6.23 percent; Portugal 23.4 bps wider; Ireland 16.7 bps wider; Greece 289 wider; Large Eurozone … Continue reading →

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

60 Minutes: Europe’s Debt Crisis

Posted on April 8, 2012 by macromon

CBS’ 60 minutes aired this report tonight. Well worth your time. When the tide goes away you see those who do not have a swimming costume on.   And that was the case in Europe – Christine Lagarde (click here if … Continue reading →

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

Weekly Eurozone Watch: The Pain in Spain

Posted on March 23, 2012 by macromon

(click here if charts are not observable)

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Tough Christmas in Greece

Posted on December 9, 2011 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, PIIGS | Tagged , | 1 Comment

Spread Compression in Europe

Posted on December 1, 2011 by macromon

Not enough, surely some of it engineered,  but moving in the right direction.  Some of the move has been the rise in the German 10-year yield.   Look at the big move in France-Germany, now below 100 bps.  The big … Continue reading →

Posted in Black Swan Watch, Bonds, Euro, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

Oats-Bunds Tighter

Posted on November 30, 2011 by macromon

In case you haven’t noticed the France 10-year bond spread over German 10-years has come in big over the past few weeks.  Granted some of it is attributed to the rise in German bond yields, but tighter, nonetheless. (click here … Continue reading →

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

Economist: Is this really the end?

Posted on November 25, 2011 by macromon

The Economist warns in their latest cover piece  “Unless German and the ECB move quickly, the single currency’s collapse is looming.”    We are beginning to think, based on last week’s failed German bond auction,  that if “Germany and ECB moves … Continue reading →

Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk, State and Local Government | Tagged , , | Leave a comment

Euro Crisis Spreading

Posted on November 24, 2011 by macromon

(click here if video is not observable)

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