Monitoring Le Pen!
The French presidential election, or Présidentielle 2017, is comfortably the most important election in Europe this year, also because an Italian election has yet to be called. The leader of […]
Tag Archives: Eurozone
Surprise Peak!
Lately, there has been a lot of attention for the major divergence in the macro surprise indices for the US and the Eurozone. The graph below shows this divergence for […]
Week End Blog – Euro Style QE
You can think whatever you want, but you have to admit that ECB president Maria Draghi is pretty successful. Even without having spent any QE money (the kick off is […]
Week End Blog – Greece falters, but Europe persists
This week, markets were made clear that Syriza, the convincing winner of the Greek elections, means business. Syriza has taken a hard stance towards Europe, at least for now, which […]
Week End Blog – With Slow Growth, Oil Scares and Currency Wars
The Euro zone only grew 0.2% in the third quarter, and yet this was a positive surprise. And to make clear just how slow growth has been, that same 0.2% […]
Week End Blog – Zero Growth, Zero Yield and Zero Spending
Let’s start this Week End Blog on a positive note. Believe me you are going to need it. Geopolitical tensions eased somewhat compared to last week. The ceasefire in Gaza […]
Weekend End Blog – Europe, more Europe, Emerging Unrest and Ripple
This week, peripheral bonds took center stage. After a massive rally, the market suddenly decided to get rid of them. Spreads widened aggressively, only to revert in the last couple […]
Consumer Confidence Explained
Last week, German consumer confidence came in at the highest level since January 2007. Confidence among German consumers bottomed shortly after the outbreak of the financial crisis in 2008 and […]
The Eurozone can’t leave the crisis behind
The graph below says a lot. While the United States managed to overcome the crisis of 2008, the Eurozone seems stuck in the mud. Current US Real GDP stands well […]
