Panic, Leadership & Germany

 Germanophile

"Hegel was among the first to interpret the geographic triad of Germany-France-England as expressing three different existential attitudes: German reflective thoroughness, French revolutionary hastiness, English moderate utilitarian pragmatism. In terms of political stance, this triad can be read as German conservatism, French revolutionary radicalism and English moderate liberalism; in terms of the predominance of one of the spheres of social life, it is German metaphysics and poetry versus French politics and English economy."

Panicking Spain

Panicking Portuguese

Feb. 1: Portuguese T-bill auction. German bond auction. Euro-zone January manufacturing PMI data.

Feb. 2: French bond auction.

Feb. 3: Euro-zone January services PMI data.

Feb. 8: German bond auction.

Feb. 9: ECB interest-rate statement, press conference.

Feb. 10: EUR 1.0 billion in Greek debt maturing.

Feb. 13: Italian T-bill auction.

Feb. 14: Italian BTP auction. Greek T-bill auction. German February ZEW economic sentiment indicator.

Feb. 15: Portuguese T-bill auction. Flash data on Q4 EU gross domestic product.

Feb. 16: French bond auction.

Feb. 17: EUR 1.6 billion Greek T-bills maturing.

Feb. 21: European Union finance ministers meet. Greek T-bill auction.

Feb. 22: German bond auction.

Feb. 23: German February Ifo business climate index.

Feb. 24: Italian bond auction.

Feb. 25: Group of 20 finance ministers, central-bank governors meet.

Feb. 27: Belgian bond auction, Italian T-bill auction.

Feb. 28: ECB three-month, three-year long-term refinancing operation. Italian bond auction.

Feb. 29: EUR 10.6 billion of Italian CTZ bonds mature. German bond auction.

March 1: EUR 14.9 billion of Italian BTP and EUR 12.3 billion CCT bonds mature.

March 1-Friday, March 2: EU leaders summit.

Panicking the Eurozone

panicking the structural imbalances in europe
panicking germany & leadership

Panicking Syria

Panic & Oil

Panicking Europe


Thursday, January 19: France will auction 5-year bonds
Thursday, January 19: Spanish 10-, 15-, and 30-year bond auction
Thursday, January 26: Italian long-term bond auction
Monday, January 30: Italian medium-long term bond auction
Monday, January 30: Belgian bond auction


Greece
GGGB10YR:IND
.GRK:IND
Italy
GBTPGR10:IND
ITGERSP:IND
Portuguese
GSPT10YR:IND
.PORTGER:IND
France
GFRN10:IND
FRAGER10:IND
Spain 
GSPG10YR:IND
.SPN:IND

Panic & Bond Convexity