Europe's Core / Periphery Imbalances Going Parabolic

George Soros ' recent speech on what created the Euro bubble (and how it will need to play out) is making the rounds (although he delete...

How's That Austerity Working?

Bloomberg details: The debt of the euro region rose last year to the highest since the start of the single currency as governments increase...

Germany Needs to Consume

Bloomberg details: European retail sales unexpectedly rebounded from four months of declines in January, as growth in France helped to offs...

European Manufacturing Feeling the Downturn

Marketwatch details: Industrial orders in the 17-nation euro zone fell 1.3% in November after a 1.5% rise in October, the European Union st...

The European Impact on Financials and Risk Assets

I wrote back in early October that financials have been an important factor in risk asset performance for the better part of the past four ...

European Industrial New Orders Crumble

Industrial production within Europe for the month of September was ugly (see here ), but nothing compared to new orders made during the same...

France is No Germany

FT Alphaville details: The 30-year German bond yield is close to a record low, around 2.48 per cent at pixel time. France might be able to ...

European Recession?

Expect there to be a larger focus on European economic data in the coming months. With that in mind, Bloomberg details European industrial ...

All Eyes on Europe

The lack of posts have been two-fold: I’ ve been swamped I have been trying to wrap my head around the European situation (i.e. the slow mo...

Why a One Size Fits All Policy Doesn't Work

Source: Eurostat

European Debt Once Again Front and Center

Don't call me the Brett Favre of bloggers yet. I'm not officially back, but getting the itch and may post here and there (and like...

European Retail Sales Decline

Reuters details: Euro zone retail sales unexpectedly fell in December with equal declines in food and non-food sectors, a sign that consume...

Europe's Industrial Rebound: The Power of Mean Revision

RTT News details: Eurozone industrial new order growth quickened in November, led by Portugal, Finland and Germany, official figures showed...

European Economic Rebound Slows

Nasdaq details: The European Union grew by 0.4% over the 3rd quarter, declining from the 1.0% growth rate posted last quarter. The GDP figu...

Look Out for Eastern Europe

Missed this last week... Extremely strong industrial production out of eastern Europe... A few points... The Good It seems that everyone had...

European Manufacturing Rebound Hits Speed Bump

WSJ details: New industrial orders in the euro zone posted their sharpest monthly drop for 19 months in July, led by a slump in orders for ...

Euro Area GDP Revised Higher

Reuters details: Higher household spending and investment drove euro zone growth in the second quarter of 2010, while first quarter growth ...

The Case for Developed Europe

Missed this the other day. Reuters details: Euro zone industrial new orders rose more than expected during the month of June, data showed o...

European Consumption Stagnant

Bloomberg details: European retail sales were unchanged in June as households reduced spending in Germany and France. Sales in the 16-natio...

Europe's Pecking Order

Interesting stuff in the stress test results, outside of the results themselves. An example... the valuation haircuts used in the stress tes...