Merrill over Matter

Mr. Hugh Hendry of Eclectica appears to have come out of his self imposed social hibernation. Below is a video from the Milken Institute con...

It may appear an obvious observation but to the euro and (for a while at least) the bonds markets Greeks and Germans were the almost exactly...

Some good links and tweets from my twitter stream: RT @QuoteJunkie : "To Avoid Criticism, Do Nothing, Say Nothing, And Do Nothing....

Some reading material for you from my twitter stream: Italian default scenarios by Credit Writedowns http://t.co/XZ1feKq5  -- The situat...

Some reading material for you from my twitter stream: http://t.co/vXWLZxuV - Italy near tipping point of increased margin requirements....

Do I look impressed? Even before the Greek referendum  drama of the last 24 hours the bond market was not impressed with the latest Euro ...

The Swiss central bank recently announced it would print any amount of francs required to maintain a peg of 1.20 Swiss francs to one euro.  ...

I recently highlighted the rise in Spanish and Italian government bonds yields. Today they are shooting higher yet again and I'm certai...

Nearly a month ago I mentioned rising yields in Spain possibly causing problems.  I underestimated the number of countries. Both Italy and ...

While Greece is dominating the news (again) there are other rumblings in Euroland you should be watching.  Below is the spread between Germa...

The recent news of both China and Japan buying EU debt  provides a very interesting window into the various motivations of investors.  While...

Ahead of schedule bond yields in the PIIGS of Europe have reached new highs.   'Risk Free' interest rates have risen as well since ...

The year is wrapping up and the US stock market continues to grind higher in a Christmas rally. While the US is in a much calmer state as c...

Greek 10 year bond yields are creeping higher again.  I don't know if 'creeping' is the best word considering their volatility ...

Postings have been light due to some business related demands.  Here's some links to my recent reads from the last few days. Humor Vu...

I was only kidding! When I joked ( here and here ) about Greece selling off some islands it was entirely in jest. Evidently Greece is no...

Mr. Hugh Hendry is always fun to watch and even more so in this interview: He discusses the euro, china, George Soros and the 'axi...

I'm closing the running commentary on the upper right corner of the blog regarding the Greek financial situation.  Below is a copy of th...

As I mentioned recently the austerity would be coming with the bailout packages.  It didn't take even a week and the cutbacks have alrea...

Before the PIIGS (Portugal, Italy, Ireland, Greece, Spain) of Europe breathe a deep sigh of relief as their funding problems are 'fixed...