Tag Archives: France

Weekly Eurozone Watch

Posted on April 13, 2012 by macromon

(click here if charts are not observable)

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France’s River of de Nile

Posted on March 29, 2012 by macromon

Good Economist cover story of the upcoming French elections.  Keep this one on your radar, folks, it could start moving the market needle.     Here’s a little taste of the article, Yet what is most striking about the French … Continue reading →

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

France’s Campaign Chonicles

Posted on March 28, 2012 by macromon

Interesting analysis of the French elections with the first round slated for next month and the run-off in May.  Here are the latest polls via Reuters, A survey by TNS-Sofres/Sopra group found that Sarkozy had pulled ahead in voting intentions … Continue reading →

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Stratfor: Threats to Europe’s Austerity Coalition

Posted on March 23, 2012 by macromon

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

Sign of the Times: Striking Over Right to Strike

Posted on February 7, 2012 by macromon

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French Politics Heating Up….

Posted on January 22, 2012 by macromon

Looks like the elections in France are about to get very interesting.  François Hollande now holds 7 point lead in polls over Sarkozy. (click here if video is not observable)

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Sarkozy breaks silence after French downgrade

Posted on January 15, 2012 by macromon

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Italy Works Over 20% More Hours Than Germany and France

Posted on December 12, 2011 by macromon

The stereotype of lazy southern Europe and the hard working North is just not reflected in the data.   We came across this BLS data set over the weekend which was very enlightening and, in part, smashes this widely held generalization. … Continue reading →

Posted in Black Swan Watch, Employment, Euro, Sovereign Debt, Sovereign Risk | Tagged , , , , | 5 Comments

The European Troika to Watch

Posted on December 6, 2011 by macromon

The “troika” – Italian, Spanish, and French bond yields –  is acting pretty well even after the S&P downgrade.  Italy is under 6 percent and that is what matters.   We sense there will be tremendous pressure on the shorts and … Continue reading →

Posted in Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

The Future of the Euro

Posted on November 27, 2011 by macromon

(click here if chart is not observable)             Source: Gavyn Davies,  FT

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