Showing posts with label Crisis Euro area. Show all posts
Showing posts with label Crisis Euro area. Show all posts
Wednesday, October 10, 2012

10/10/2012: Irish Real Economic Debt - Busting Records

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Last night I came across the latest data from the IMF on the overall levels of indebtedness and leverage across a number of countries. Her...
8 comments:
Monday, July 30, 2012

30/7/2012: Grazie, Sig Draghi?

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So Mr Draghi made some serious sounding pronouncements last week. The markets rallied. Over the weekend, more serious sounding soundbites c...
Saturday, July 21, 2012

21/7/2012: Globe & Mail July 2012: Italian dilemma

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My article on Italian debt v growth dilemma for Globe & Mail: link .
Friday, June 15, 2012

15/6/2012: Few links worth checking out

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Few worthy links accumulated over recent weeks: What about that jobs creation by MNCs? Well, actually, its a net jobs loss: link here . N...
Saturday, April 14, 2012

14/4/2012: An interesting data on Europe's capital flight

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Capital flight continues within Europe out of the periphery and into core, according to this article from Bloomberg. If you must see a cha...
2 comments:
Monday, April 2, 2012

2/4/2012: Banks bailouts and bonds eligibility

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Two important documents relating to banks bonds, Sovereign Guarantees and the bondholders' haircuts. First, the ECB decision of March...
Tuesday, March 27, 2012

27/3/2012: Two Sovereign Debt Crisis charts

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Two interesting charts on the fundamental sources of risks relating to sovereign crises of the 2009-present. No comment needed, really... ...
2 comments:
Monday, February 20, 2012

20/02/2012: Greece, Europe, Ireland and the crisis: Max Keiser interview

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My conversation with Max Keiser last week on Euro, Greece, Ireland etc. Link here .
Sunday, February 12, 2012

12/2/2012: A road map to a cooperative solution for Greek crisis

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Papandreou: 'this is a battle between the markets and democracy'. Greek political discourse - mirroring the received wisdom of th...
Saturday, February 11, 2012

11/02/2012: Globe & Mail 9/02/2012

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Here's the link to my latest article for Economy Lab with Canada's Globe & Mail.
Wednesday, February 8, 2012

8/2/2012: A more pleasant Sovereign arithmetic

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And for a rather more pleasant sovereign arithmetic, here's an interesting table from the Global Macro Monitor (link here ) summarizing...
1 comment:
Tuesday, February 7, 2012

7/2/2012: An unpleasant risk arithmetic

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Here's the guys Irish authorities trust so much on risk assessment, they contracted them to do banks stress tests - PCARs - back in 201...
Friday, February 3, 2012

3/2/2012: De Kaufman Door 2

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Another set of interesting survey results from the Kaufman Econ Bloggers Outlook Q1 2012: John Cochrane asked: should the euroz...
Monday, January 16, 2012

16/1/2012: Summary of S&P move and more

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In the wake of the S&P action it is a good idea to put side-by-side some ratings on euro area countries. here are S&P ratings befor...
1 comment:
Thursday, January 12, 2012

12/1/2012: Q4 2011 Sovereign Bonds Report

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CMA released their Quarterly Global Sovereign Risk Report Q4 2011  which makes for an interesting reading. Here are some highlights: &quo...
Monday, January 9, 2012

9/1/2012: Week opener: Merkozy continuing to ignore Greek realities

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Today's meeting between Sarkozy and Merkel is being framed in the context of continued pressures across the euro area (see report on th...
Friday, December 30, 2011

30/12/2011: Taleb's quote

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AN excellent quote from Nassim Taleb via @econbrothers : "If we attempt to systematically extinguish all forest fires, we will event...
Monday, December 26, 2011

26/12/2011: LTRO will not solve Euro banks' problem

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As the annus horribilis concludes for the terminally ill, but refused (by the ECB & EU & the respective Governments) death, Eur...
Thursday, December 22, 2011

22/12/2011: Europe's policy errors

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By now, you have figured it out - I am a big fan of my old UofC professor, John Cochrane. And in this latest article ( here ) he delivers e...
1 comment:
Monday, December 12, 2011

12/12/2011: Are debt repayments to be blamed for growth collapse?

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Some of the paper have clearly reached a bizarre level of Keynesian paranoia. Behold one example - The Guardian today (link here ) screamin...