Category Archives: Germany

Weekend Lecture: Can the Eurozone Survive? – LSE

After four successive crisis years, an economic recovery in Europe is within sight. The euro’s survival – which was in question as recently as a year ago – appears assured. But the crisis remains chronic, if not fatal. Without further … Continue reading

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The 3 key German election issues – Reuters

Big election in Germany this weekend.  Here’s Reuters who does a good job summarizing   how things may workout for Frau Merkel. Sept. 20 – German voters go to the polls on Sunday. Breakingviews tells us what the three main issues … Continue reading

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Merkel’s Bavarian boost ahead of German election

(click here if video is not observable)

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Angela Merkel: The mother and the monster – Economist

Demonised across Europe for her determined enforcement of austerity, Germany’s chancellor remains overwhelmingly popular at home and looks likely to win the upcoming election. – Economist (click here if video is not observable)

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Eurozone’s No Jobs, No Growth Economy

Do you sense a policy change?   After the dismal data dump today the Euro markets seem to believe they do. (click here if charts and video are not observable)

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WTF Were They Thinking?

That’s our System 1 (fast) thinking  kicking in after hearing the news of the Cyprus bail-in of depositors.  Our fast thinking really fears contagion and makes us want to vendere la casa!   We often get into trouble trading with … Continue reading

Posted in ECB, Equities, Euro, Germany, Sovereign Debt, Sovereign Risk | Tagged , , | 6 Comments

France urges softer approach to austerity

Germany is facing stiff resistance from France to ease back on austerity as Europe’s leaders gather in Brussels for another EU summit. French President François Hollande has called for the emphasis to shift to boosting growth in indebted eurozone economies. … Continue reading

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Bundesbank’s frosty outlook

The head of Germany’s central bank is warning the eurozone crisis is not over and governments must tackle the roots of their troubles with reforms – pointing the finger particularly at Italy, Cyprus and France. http://www.euronews.com/ (click here if video … Continue reading

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Eurozone Sovereign Spreads Since Italy’s Election

ECB president, Mario Draghi, spoke in this morning’s press conference about how contagion has been contained in the eurozone bond markets since the Italian elections.   The data are in and he is right. The markets had closed before the election … Continue reading

Posted in German Bund, Germany, Italian Yields, Italy, Sovereign Debt, Sovereign Risk | Tagged , , , | 1 Comment

DAX and CAC Break Out

The girls with the Draghi Tattoo are breaking out. That is,  the German DAX and French CAC stock indexes are making  new highs.   Ever since the ECB’s Mario Draghi  “whatever it takes to preserve the euro” speech,  these markets have performing … Continue reading

Posted in France, Germany, Global Stock Performance | Tagged , , , , , | 2 Comments