Tag Archives: Greece

Euro Fracture: Reform Fatigue Increasing

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

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The Greek Tragedy

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Athens traders count the cost of anti-austerity riots

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Greece ruling coalition members quit over austerity plan

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Weekly Eurozone Watch: Greece’s Freaky Friday

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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Euro Fracture: Greeks Burn German Flag

This political risk isn’t going away and poses the biggest risk to Europe, in our opinion.   Reform fatigue in the the south and bailout fatigue in the north will only grow and can and will not be pacified with ECB … Continue reading

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Greek Debt

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Berlin and Paris frustrated as Greeks delay bailout talks

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Weekly Eurozone Watch: Portugal Tighter, France < 100 bps

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