Tag Archives: Quantitative Easing

Did Expectations of Debt Monetization Cause Today’s German Bund Auction to Fail?

Posted on November 23, 2011 by macromon

Let’s try this again. In our post, The Biggest Bubble in History, we tried to convey that a monetization of Europe’s  sovereign debt is not equivalent to the quantitative easing that  has taken place in the U.S. , Japan, and … Continue reading →

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

The Biggest Bubble in History?

Posted on November 14, 2011 by macromon

We are baffled by the analysis of the analyst community, some, of which, are not so analytical.  They say that  Europe’s fundamental problem is that it  has a central bank which is unwilling to monetize sizeable debt maturities which bondholders … Continue reading →

Posted in Black Swan Watch, Bonds, BRICs, Budget Deficit, Commodities, Credit, Currency, Euro, Monetary Policy, PIIGS, Sovereign Risk, State and Local Government | Tagged , , , , , , , | 17 Comments