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Tag Archives: Italy
Weekly Eurozone Watch: The Greek Haircut
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
Posted in Weekly Eurozone Watch
Tagged Eurozone Banks, Greece, Greece PSI bonds, Italy, Sovereign Yield, Spain
1 Comment
Weekly Eurozone Watch
(click here if charts are not observable)
Posted in Weekly Eurozone Watch
Tagged European Banks, Eurozone Spreads, Greece, Ireland, Italy, Portugal, Spain
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Weekly Eurozone Watch
Q: How does the market respond to all the doubts and scepticism about the second Greece bailout? A: They tighten Italian and Spanish spreads and take the Euro higher, although Portugal did widen on the week. We’ve learned a very important … Continue reading
Posted in Weekly Eurozone Watch
Tagged ECB, European Sovereign Debt Crisis, Greece, Italy, Portugal, Spain
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Monti taps the Church
If the Monti is successful in reforming Italy, maybe he will be made Pope! (click here if video is not observable)
Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Catholic Church, Italy, Mario Monti, Tax exemptions
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Weekly Eurozone Watch
(click here if charts are not observable)
Posted in Weekly Eurozone Watch
Tagged Euro, European Sovereign Debt Crisis, Greece, Italy, Portugal, Spain
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Weekly Eurozone Watch: Portugal Tighter, France < 100 bps
(click here if charts are not observable)
Posted in Weekly Eurozone Watch
Tagged European Sovereign Debt Crisis, Greece, Italy, Portugal
2 Comments
Sovereign Debt Hygienics
Interesting calculations posted by Spiegel from the Kiel Institute on the sovereign haircuts which would make the debt of the listed countries sustainable. We would love to see the calculations for the U.S., U.K., and Japan. (click here if charts … Continue reading
Posted in Black Swan Watch, Euro, Italian Yields, PIIGS, Sovereign Risk
Tagged Debt, Greece, Ireland, Italy, Portugal, Sovereign Haircuts
3 Comments
Italy deregulates for competition
How much push back? A key issue to monitor. (click here if video is not observable)
‘Toon of the Day: Capitano Merkel, vada a bordo cazzo!
Spiegel posted this cartoon which appeared in an Italian newspaper portraying the German Chancellor Merkel caricature and likening her to the captain of the capsized Costa Concordia. After abandoning ship, the captain was exhorted by a local Coast Guard official, … Continue reading
Posted in Euro, Sovereign Debt, Sovereign Risk
Tagged Angel Merkel, Capitano Shettino, Italy
1 Comment
What Eurozone Crisis?
Wow! Check the moves in the large Eurozone bank stocks today and for the week. And, unlike the U.S. market, on heavy volume. Euro sovereign spreads are a bit tighter on the week with the exception of Portugal, which Standard … Continue reading
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Euro, European Banks, Greece, Italy, Sovereign Debt, Spain
2 Comments
Global Macro Monitor 