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Tag Archives: Germany
Eurozone Contraction Continues
Markit reports, Commenting on the flash PMI data, Chris Williamson, Chief Economist at Markit said: “The flash PMI for June rounded off the weakest quarter for three years, indicating Eurozone GDP is likely to have fallen by 0.6%. The downturn … Continue reading
More Pain in Spain
Though yields dropped about 20 bps today, the pain continues. Big move in the German 10-year bund since June 1st – 1.17 to 1.51 percent! (click here if video is not observable)
Posted in Black Swan Watch, Euro, German Bund, PIIGS, Sovereign Debt, Sovereign Risk
Tagged German Bund, Germany, Spain
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Greece Is Not The Word
Check out today’s action in European sovereign credit and bank equities after the the better than expected results from the Greek election. Spain and Italy blowing out and Euro bank stocks clearly demonstrates the market is beyond Greece and looking … Continue reading
Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Italian Yields, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Eurozone Banks, Germany, Greece, Italy, Sovereign Spreads, Spain
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Current State of the Market in a Sea of Volatility – 2.0
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 European Debt Crisis, French banks, Germany, Greece, Merkel, Volatility
13 Comments
Flash Eurozone Manufacturing PMI at 45.0, 35-month low
Source: Markit (click here if charts are not observable)
Stratfor: Germany’s Eurozone Dilemma
It’s the politics, stupid! Will the Germans and the rest of the core open up their checkbook to the periphery? Doubtful. (click here if video is not observable)
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged Austerity, European Sovereign Debt Crisis, Eurozone, Germany, Transfer Union
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Quote of the Day: Dissing the European Vote
You think this is why markets have bounced and are so sanguine about the European elections? We’re not so sure the European street can be dismissed that easily. “In 1981, François Mitterrand had one-and-a-half years to correct his Socialist course. … Continue reading
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged France, French elections, Germany, Hollande, Merkel
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Where are all the German shoppers?
(click here if video is not observable)
Posted in Economics, Euro
Tagged Demand, German Consumption, Germany, Shoppers, Unemployment
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Stratfor: Threats to Europe’s Austerity Coalition
(click here if video is not observable)
Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Austerity, France, Germany, Merkel, Netherlands, Politics, Sarkozy, Spain
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Stratfor: Enforceability and Credibility in the EU
No street cred? Double standard? Take a look at this piece at Spiegel Online on how even Germany is violating its own austerity measures, SPIEGEL reports this week that the German government didn’t reach even half of its planned savings … Continue reading
Global Macro Monitor 