Tag Archives: European Sovereign Debt Crisis

Chart of the Day: Europe’s Runaway Sovereign Debt

Posted on May 17, 2011 by macromon

Great chart from the Der Spiegel website:

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

Euro Swan Dives; Eichengreen Nails It

Posted on May 11, 2011 by macromon

The Euro is down big again on debt fears/confusion/politics.   Europe needs a plan and we point to Barry Eichengreen’s (our bet for next year’ Nobel Prize)  article posted on Project Syndicate this morning. There is a fear in Europe and … Continue reading →

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

A Credible & Comprehensive Plan for Europe’s Debt Crisis

Posted on April 25, 2011 by macromon

The following is the Executive Summary of a longer article that offers up a credible and comprehensive plan for the European Debt Crisis, which deals with the periphery debt overhang  and weak balance sheets of Europe’s commercial banks.  It has … Continue reading →

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

Quote of the Day: Europe in the True Finn Soup

Posted on April 18, 2011 by macromon

Something new is going to happen and that’s very good because these bail-outs clearly have not been working. – Timo Soini, leader of the True Finns

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Week in Review: Is This Time Different?

Posted on April 18, 2011 by macromon

Not much to say tonight and will point you to a great chart sent to us by our friend Jim Miller.   Is it really different this time or are we at the height of a commodity bubble which is about … Continue reading →

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The Weekend Read: Beyond the Noise

Posted on March 25, 2011 by macromon

Li & Fung, a Hong Kong-based consumer goods sourcing and logistics company, warned that “a new era in sourcing with higher prices” has begun, as manufacturers pass on the rising costs of both raw materials and Chinese labour to customers. … Continue reading →

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Quote of the Day: Der Spiegel Headline

Posted on March 24, 2011 by macromon

“At Some Point, People Will Speculate against Germany’ – Der Spiegel

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Stronger Euro Will Slaughter the PIIGS

Posted on March 22, 2011 by macromon

The Euro keeps moving higher on expectations of an ECB interest rate hike and what is beginning to appear almost terminal dollar weakness.   The export destination mix of  Ireland, for example, is around 60 percent to the EU 27  and … Continue reading →

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The Weekend Read: Greece Comes to Wisconsin

Posted on February 19, 2011 by macromon

The television screen showed angry shouting demonstrators filling the streets of the city. At first I thought I was looking at Athens, Paris or Madrid, where angry civil workers fill the streets when their socialist governments suggest the retirement age … Continue reading →

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PBS: How Severe Is Europe’s Intertwined Debt Crisis?

Posted on January 24, 2011 by macromon

The PBS NewsHour ran this piece tonight titled, How Severe Is Europe’s Intertwined Debt Crisis? Note how Iceland is rising as the model debtor and listen carefully for the “politics of bailouts,” “Germany does not have pockets deep enough to … Continue reading →

Posted in Currency, Euro, PIIGS, Sovereign Debt, Sovereign Risk, Video | Tagged , , , , | Leave a comment