Tag Archives: Merkel

Germany’s Five Wise Men Urge Creation of Euro “Exit Door”

Posted on November 7, 2012 by

The German Council of Economic Experts, aka the “five wise men” (which, btw, includes one woman)  handed over their annual report to Angela Merkel today.  The report urged the government to show more spending discipline and create an “exit door” … Continue reading →

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Weekly Eurozone Watch – Spreads Tighten, Banks Ramp

Posted on August 17, 2012 by

Key Data Points German 10-year bund 11 bps higher; Italy 10-year 23 bps tighter to the Bund; Spain 56  bps tighter; Portugal 33 bps tighter; Greece 9 bps tighter; Large Eurozone banks continue to run, up 3-9 percent for the … Continue reading →

Posted in Weekly Eurozone Watch | Tagged , , , , , , , | 5 Comments

Inside the EU Summit

Posted on June 30, 2012 by

Fascinating piece over at Spiegel Online about what went on at the EU Summit Thursday night and Friday morning.  Not so sure this contributes to the long-term political stability of Europe and is sure to generate local political blowback in … Continue reading →

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EU leaders gather to solve debilitating debt crisis

Posted on June 28, 2012 by

(click here if video is not observable)

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

Current State of the Market in a Sea of Volatility – 2.0

Posted on June 11, 2012 by

Time for another re-post. Amazing how things have changed very little since last September.  Still waiting for that comprehensive plan. The Current State of the Market in a Sea of Volatility Originally Posted on September 13, 2011 The picture below really … Continue reading →

Posted in Black Swan Watch, Equities, Euro | Tagged , , , , , | 1 Comment

Quote of the Day: Dissing the European Vote

Posted on May 7, 2012 by

You think this is why markets have bounced and are so sanguine about the European elections?  We’re not so sure the European street can be dismissed that easily. “In 1981, François Mitterrand had one-and-a-half years to correct his Socialist course. … Continue reading →

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Stratfor: Threats to Europe’s Austerity Coalition

Posted on March 23, 2012 by

(click here if video is not observable)

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , , , , | Leave a comment

Berlin and Paris frustrated as Greeks delay bailout talks

Posted on February 6, 2012 by

(click here if video is not observable)

Posted in Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

China to Europe’s Rescue?

Posted on February 2, 2012 by

(click here if video is not observable)

Posted in Black Swan Watch, China, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | Leave a comment

EU treaties set to change

Posted on November 24, 2011 by

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