Tag Archives: European Sovereign Debt Crisis

Euro Fracture: Reform Fatigue Increasing

Posted on February 19, 2012 by macromon

Political backlash and reform fatigue are Europe’s biggest risk over the medium-term, in our opinion,  and need to be monitored closely.  Politicians have yet to convince many of their constituents of TINA – There Is No Alternative. (click here if … Continue reading →

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Weekly Eurozone Watch

Posted on February 17, 2012 by macromon

(click here if charts are not observable)

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Weekly Eurozone Watch: Greece’s Freaky Friday

Posted on February 10, 2012 by macromon

Greece’s political instability ruined a relatively well behaved week in Euro sovereign spread land.   Italy and Spain wider by 20 + bps today.  France back above 100 bps over Bunds. (click here if charts are not observable)

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Weekly Eurozone Watch: Portugal Tighter, France < 100 bps

Posted on February 3, 2012 by macromon

(click here if charts are not observable)

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Euro Fracture: Europe’s Biggest Risk…

Posted on January 29, 2012 by macromon

Now that a financial systemic collapse has been taken off the table with LTRO, it’s reform backlash/fatigue and political risk.   The AP writes this morning, Instead of a beacon for a better future, many Europeans are starting to see the … Continue reading →

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Italy deregulates for competition

Posted on January 20, 2012 by macromon

How much push back?  A key issue to monitor. (click here if video is not observable)

Posted in Euro, PIIGS, Politics | Tagged , , | 1 Comment

IMF Having Trouble Raising New Funds

Posted on January 19, 2012 by macromon

(click here if video is not observable)

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Italy’s Monti to Focus on Growth

Posted on January 12, 2012 by macromon

(click here if video in not observable)

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Eurozone Sovereign Spread Tightening

Posted on January 12, 2012 by macromon

After the better than expected Spanish bond auction, eurozone sovereign spreads have come in significantly today.  The widely watched Italian 10-year bond yield fell to 6.63 percent. The return of confidence, in our opinion, is the continuation of the markets’ … Continue reading →

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | 2 Comments

Eurozone bond auctions kick off

Posted on January 4, 2012 by macromon

“Not a good auction, but not a surprise.” (click here if video is not observable)

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