Tag Archives: Mario Draghi

Sweet & Sour Channel Stuffing and the Shanghai Swan Dive

The news out China seems to be getting worse. Last week the NY Times reported about China’s huge inventory build of unsold goods, GUANGZHOU, China — After three decades of torrid growth, China is encountering an unfamiliar problem with its … Continue reading

Posted in Black Swan Watch, China, ECB | Tagged , , , | 5 Comments

Weekly Eurozone Watch

Key Data Points German 10-year bund 4 bps lower; Italy 10-year 11 bps tighter to the Bund; Spain 10  bps wider; Portugal 96 tighter; Greece 92 bps tighter; Large Eurozone banks continue their ramp; Euro$ down 0.60 percent; Comment Relatively … Continue reading

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Enter the Draghi (Plan)

The only thing new in the “Draghi Plan”, as far as we can see,  is the potential big bazooka #4  — unsterilized (?) purchases of periphery bonds by the  ECB. Still,  though, countries will have to submit to conditionality — … Continue reading

Posted in ECB, Euro, Italian Yields, PIIGS, Sovereign Debt, Sovereign Risk, Spain | Tagged , , , , | Leave a comment

Weekly Eurozone Watch: Conditionality

Key Data Points German 10-year bund 3 bps higher; France 10-year 14 bps tighter to the Bund; Italy 42 bps wider; Spain 8 bps wider; Portugal 36 tighter; Ireland 20 bps tighter; Greece 144 bps tighter; Large Eurozone banks up … Continue reading

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Say it ain’t so, Mario!

(click here if video is not observable)

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The Market With A Draghi Tattoo

Wow! Stunning 4 percent plus move in the S&P5oo on the back of Mario Draghi’s comments he will do “whatever it takes” to save the Euro.  It got another kick today when Draghi wasn’t refuted by the Angela Merkel and … Continue reading

Posted in ECB, Equities, Monetary Policy | Tagged , , , | 4 Comments

Weekly Eurozone Watch – Puff the Magic Draghi

Key Data Points German 10-year bund 23 bps higher; Italy 80 bps tighter; Spain 75 bps tighter; Portugal 54 tighter wider; Ireland 24 bps tighter; Greece 91 bps wider; French, Italian, Spanish banks up 5-15 percent. Comments Within our mandate, … Continue reading

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Super Mario to the Rescue

Sure smells like a coordinated move by the big central banks is in the works.   Gold starting to sniff out the potential that a monetary blast may be in the works.  “Whatever it takes.” (click here if video and chart … Continue reading

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Draghi calls for bold action

(click here if video is not observable)

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Draghi: ‘EU must clarify euro vision’

(click here if video is not observable)

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