Tag Archives: IMF

Time for the IMF and G20 to save Europe?

Posted on September 5, 2011 by macromon

Provocative FT piece by Barry Eichengreen & Co.  on why the IMF and G20 need to step up and help Europe save the Euro.    The article notes Europe is in a destabilizing feedback loop, The eurozone is caught in a … Continue reading →

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

Greece is the Word

Posted on August 26, 2011 by macromon

The Greeks are starting to play hardball on their private sector debt swap warning the deal could crater if the 90 percent participation is not met.  We think there are other reasons why it is trouble. According to various news … Continue reading →

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

The Line on the Next IMF Boss

Posted on May 18, 2011 by macromon

O Armenio, where art thou?   Always thought the IMF has an extreme distaste for hedge funds.   Our bet another WYB (Western Yurp Bureaucrat)  ‘cuz that’s what the IMF is full of. (click here if chart is not available)

Posted in Charts, Economics, Euro, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

IMF – U.S. monetary policy drives global stock prices

Posted on December 6, 2010 by macromon

A recently published paper by the International Monetary Fund (IMF) found that U.S. monetary policy shocks drive global stock market prices. (click here for paper) The International Business Times sums up the study, When the Fed tightens (loosens) monetary policy, … Continue reading →

Posted in Equities, Monetary Policy | Tagged , , , | Leave a comment

Irish Sentiment

Posted on November 23, 2010 by macromon

This cartoon of Prime Minister Brian Cowen is on the cover of today’s Irish Times.  Pretty much sums up how the Irish feel.  How long can the Euro last?                       … Continue reading →

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Fed, ECB throwing world into chaos – Stiglitz

Posted on October 5, 2010 by macromon

These are the headlines from an earlier Reuters report.   Joe Stiglitz is one smart dude (OSD) and was the World Bank’s chief economist during the 1997 Asian Financial Crisis and 1998 Russian Debt Default.   He says the ultra-loose monetary policy … Continue reading →

Posted in Black Swan Watch, Bonds, BRICs, China, Commodities, Credit, Currency, Geopolitical, Gold, Monetary Policy, News, Policy, Politics | Tagged , , , , , , | 3 Comments