Tag Archives: Sovereign Debt Criss

Curbing Our Enthusiasm, Increasing Our Bet…

Moving closer to the EU Summit we are are curbing our enthusiasm and expectations of the substance of the deal but increasing our bet that it will be just enough to unleash the balance sheet of the ECB to backstop … Continue reading

Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , | 3 Comments