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Tag Archives: Sovereign Debt Crisis
EU ready to ease Spain’s deficit pain
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Deficit, EU, Sovereign Debt Crisis, Spain, Spanish Economy
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Greece Debt Swap Surprises, Great Deal for the Country
The FT is reporting, The largest debt restructuring in history was heading for a successful outcome last night as Greece looked set to see a participation rate of close to 95 per cent for its €206bn bond exchange. One person … Continue reading
Germany’s fiscal solidarity plan for EU approved
Domestic political blowback to follow. Stay tuned. (click here if video is not observable)
Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk
Tagged EU Fiscal Pact, Sovereign Debt Crisis
2 Comments
European Bank Recapitalization
Source: Der Spiegel (click here if chart is not observable)
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged Euro, European Bank Recapitization, Sovereign Debt Crisis
3 Comments
The Pain in Spain
Our friends and former colleagues over at Macro Synergy Partners, a London based hedge fund, which is performing well this year, really nails it on Spain. Note this was written before the recent blowout in spreads. Spanish policy makers made … Continue reading
Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Euro, Sovereign Debt Crisis, Spain
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Europe’s Bank Problem
Another informative chart from the IMF showing the fundamental problem in Europe’s banking system – excessive leverage and dependence on wholesale funding. Add to that overexposure to highly indebted sovereigns with deteriorating credit fundamentals. It also illustrates why the German … Continue reading
What’s Up With Micron (MU)?
The price and volume, that’s what’s up, and not insignificantly. We are in and out of this stock and it really caught our eye on Friday as the market was down big, MU was up almost 2 percent with volume … Continue reading
Posted in Charts, China, Equities, PIIGS
Tagged China Investment Corp, Micron, Sovereign Debt Crisis
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Euro Fracture: Greek Restructuring? – German FinMin
German Finance Minister Wolfgang Schaeuble raised the specter of a Greece restructuring in an interview with German newspaper Die Welt. Yields on Greek 10-year bonds jumped to 13.26 percent and the two-year note yield surged 103 basis points to 17.96 … Continue reading
Posted in Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Greece, PIIGS, Sovereign Debt Crisis
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The Week in Review: BRICs to FRICs?
Vive la France! Who would of “thunk” it? The French CAC outperforming India by 13 percent in the first three weeks of the year? Will Goldie’s Jim O’Neill now replace Brazil with France in the BRIC countries and rename the … Continue reading
Posted in Budget Deficit, Charts, China, Crude Oil, Economics, Equities, Gold, Monetary Policy, Sovereign Debt, Week in Review
Tagged bonds, Commodities, Shanghai Composite, SHIBOR, Sovereign Debt Crisis, Stocks
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European Commission: The U.S. is Worse
Here is a European Commission chart that appeared in the online version of Der Spiegel. It could be a decoy to deflect the markets attention off Europe and push back to what they may perceive as America’s wallowing in schadenfreude … Continue reading