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Tag Archives: European Debt Crisis
Weekly Eurozone Watch: Squeezola!
Key Data Points German 10-year Bund yield up 15.7 bps; Italy 12 bps tighter; Spain 47 bps tighter; Portugal 105 tighter; Ireland 20 bps tighter; Greece 176 bps tighter; Spanish banks up 10+ percent; Euro FX up 0.40 percent; (click … Continue reading
Tough Day in Euroland
Key Data Points: German Bund yield falls 6 bps to 1.457 percent; France 8.4 bps wider; Italy 24.7 bps wider; Spain 27.9 bps wider to 6.23 percent; Portugal 23.4 bps wider; Ireland 16.7 bps wider; Greece 289 wider; Large Eurozone … Continue reading
Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Sovereign Risk
Tagged European Debt Crisis, Greece, Ireland, Italy, PIIGS, Portugal, Spain
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60 Minutes: Europe’s Debt Crisis
CBS’ 60 minutes aired this report tonight. Well worth your time. When the tide goes away you see those who do not have a swimming costume on. And that was the case in Europe – Christine Lagarde (click here if … Continue reading
Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk
Tagged 60 Minutes, European Debt Crisis, Greece, Italy, Spain
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Weekly Eurozone Watch: The Pain in Spain
(click here if charts are not observable)
Tough Christmas in Greece
(click here if video is not observable)
Spread Compression in Europe
Not enough, surely some of it engineered, but moving in the right direction. Some of the move has been the rise in the German 10-year yield. Look at the big move in France-Germany, now below 100 bps. The big … Continue reading
Posted in Black Swan Watch, Bonds, Euro, Sovereign Debt, Sovereign Risk
Tagged European Debt Crisis, Merkozy, Sovereign bond spreads
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Oats-Bunds Tighter
In case you haven’t noticed the France 10-year bond spread over German 10-years has come in big over the past few weeks. Granted some of it is attributed to the rise in German bond yields, but tighter, nonetheless. (click here … Continue reading
Economist: Is this really the end?
The Economist warns in their latest cover piece “Unless German and the ECB move quickly, the single currency’s collapse is looming.” We are beginning to think, based on last week’s failed German bond auction, that if “Germany and ECB moves … Continue reading
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk, State and Local Government
Tagged Economist, Euro, European Debt Crisis
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Euro Crisis Spreading
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Banks, European Debt Crisis
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Rajoy’s rise as Spain slumps
(click here if video is not observable)
Posted in Black Swan Watch, Bonds, Euro, PIIGS, Sovereign Risk, State and Local Government
Tagged Euro, European Debt Crisis, Rajoy, Spain Elections
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