Tag Archives: Italy

Weekly Eurozone Watch

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Italians ask the IMF

In this video, the IMF invited Italians to share their biggest worries about Italy’s economy. The IMF’s top economist on Italy, Kenneth Kang, takes questions about unemployment, taxes, and growth as part of the IMF’s annual economic evaluation of Italy’s … Continue reading

Posted in Black Swan Watch, Economics, Euro, Fiscal Policy, Italian Yields, PIIGS | Tagged , , , | Leave a comment

Weekly Eurozone Watch

Key Data Points German 10-year bund 26 bps lower; Italy 46 wider; Spain 88 wider; Portugal 31 wider; Italian and Spanish banks hit hard; Euro falls 3 percent. Commentary Short shelf life of last week’s policy placebo.  Nor countries making … Continue reading

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Weekly Eurozone Watch

Key Data Points German 10-year bund 2 bps higher; France 8 bps wider; Spain 5 bps tighter; Portugal 67 wider; Ireland 66 tighter; Greece 131 bps tighter; Spanish and Italian bank stocks 3-10 percent higher; Euro FX up 0.66 percent; … Continue reading

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Euros Save the Day, But NIKE Takes Nasty Headbutt

Was it really that much of a surprise to move the Dow 400 points off yesterday’s low?   Nope. Though we remain concerned about a “terminal” Euro, here’s our commentary from Weekly Eurozone Watch last week, Post Greek election and rumors … Continue reading

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

Germany, France, Italy and Spain meet ahead of summit

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Collapse of Euro a “Very Likely Scenario” – Spiegel

We posted yesterday that the Germans are starting to think out loud about the breakup of the Euro.  Here’s an excerpt and chart on the economic aftermath of a Eurozone split from the Der Spiegel piece, Collapse of Currency a … Continue reading

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Germany, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | 2 Comments

Weekly Eurozone Watch: Spreads Tighter

Key Data Points German 10-year Bund yield 14.4 bps higher; France 12.7 bps tighter; Italy 27.1 bps tighter; Spain 63.8 bps tighter; Portugal 117 bps tighter,  closes below 10% at 52 week low; Ireland 40 bps tighter; Italian and Spanish … Continue reading

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Stratfor: Effectiveness of Austerity in Europe (Portfolio)

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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

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