Tag Archives: Greece

Weekly Eurozone Watch: France Wider Ahead of Election

Posted on April 20, 2012 by macromon

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Weekly Eurozone Watch

Posted on April 13, 2012 by macromon

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Depression in the European Periphery

Posted on April 11, 2012 by macromon

Nice chart and analysis from the New York Fed’s blog, The chart also shows that the current economic situation is much weaker in several euro-area periphery countries. The recession in Greece has yet to end, and real GDP is now … Continue reading →

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60 Minutes: Europe’s Debt Crisis

Posted on April 8, 2012 by macromon

CBS’ 60 minutes aired this report tonight. Well worth your time. When the tide goes away you see those who do not have a swimming costume on.   And that was the case in Europe – Christine Lagarde (click here if … Continue reading →

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Weekly Eurozone Watch: Spreads Blow Out, Banks Tank

Posted on April 6, 2012 by macromon

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Greece’s Human Capital Flight

Posted on April 1, 2012 by macromon

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Real Pain in Greece

Posted on March 31, 2012 by macromon

This chart of Greece retail sales comes to us from Reuters via the Zahari blog in Athens.   It encapsulates the economic collapse that is taking place in Greece.  We seriously doubt the U.S. or most of the core of Europe … Continue reading →

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Weekly Eurozone Watch – LTRO Anesthesia Wearing Off

Posted on March 30, 2012 by macromon

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Hugh Hendry’s ‘Greatest Hits’

Posted on March 24, 2012 by macromon

Now for some weekend entertainment. Hugh Hendry is one of our favorite hedge fund managers and OSD — one smart dude.  Watch how H-squared gives facials to the academics in the video, especially Jeffrey Sachs.  Stiglitz was soooo wrong on … Continue reading →

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Weekly Eurozone Watch: The Greek Haircut

Posted on March 9, 2012 by macromon

Key Points: 1)  Greece announces results of PSI bond restructuring; 2) International Swaps and Derivatives Association unanimously declares Greece PDI a  “credit event” triggering CDS; 3)  Greece PSI bonds begin trading when issued; 4)  Italy 10-year sovereigns tighten 59 bps … Continue reading →

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