Monthly Archives: July 2011

Weekly Bond Yield developments in the Euro Area (W30.2011): Decaying Core & Differentiated Periphery

This article made me wonder what might be going on in the Eurozone, and I figured I might as well have a look around and compile this week’s development. Then I figured I might as well begin a new series … Continue reading

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Euro-Update (28): Evaluating the July 21 Eurogroup Meeting

I guess I should start this blog by at least acknowledging I got it right. The measures taken were right up my alley (check the videos of the press conferences, and the meeting conclusions, as well as the transcript of … Continue reading

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The European Crisis Game they play: “Forecasting” the results of the July 21, 2011 Eurogroup meeting

I suppose this post applies to most decisions under crisis, but I suppose that this meeting is what everyone wants to know about. Right? So I’ll have a shot at it… I am actually going to go against everyone and … Continue reading

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Euro Update (27): Repurchases or restructuring? What’s the trade-off?

You may have noticed that I have been spending some time writing about repurchases and debt restructures. I started out by mapping where we were, and more recently, where we are. I considered the options ahead and their apparent consequences … Continue reading

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A € for you thoughts(7): Nouriel Roubini

I believe that this article from Nouriel Roubini, at Project Sindicate, completes the post I previously wrote on the options for restructuring the (Greek) debt. In it he argues that ” A full-blown official bailout of Greece’s public sector (by … Continue reading

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A € for your thoughts (6): Larry Summers, Wolfgang Munchau and Gideon Rachman

Following last week’s developments, commentators have reached for their podia clamouring to the leadership to do something. I shall highlight three interesting contributions in the FT, from Larry Summers, Wolfgang Munchau and Gideon Rachman. The discussion deals with the issues … Continue reading

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Euro-Update (26): What happened to Italy?

The crisis in Europe continues to deteriorate. Last week contagion seemed to progress towards Italy and to make further inroads into Spain. Some commentators wonder about the timing of the contagion. Others wonder about why Italy has been targetted, rather … Continue reading

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