Practical analysis for investment professionals

Eurozone


Poll: Will Angela Merkel’s Position on Financial Reform in Europe Soften?

A large majority of the 667 respondents, 81%, said no: They expect the German chancellor’s famously austere stance toward Europe’s economically struggling nations to remain the same. This view is consistent with Merkel’s own post-election statements, in which she continued to iterate her opposition to a temporary debt repayment fund, despite widespread European support.

Poll: Which Austerity Measures Will Be Most Likely to Affect Recovery?

Earlier this week, we asked readers, "What austerity measures likely will be most effective in achieving sovereign financial recovery?"

Outlook for the Czech Economy and the Eurozone (Video)

The CFA Society Czech Republic recently convened three experts, including Czech National Bank governor Miroslav Singer, to discuss prospects for the Czech economy, the eurozone, and lessons from the financial crisis.

Poll: Why Didn’t the Cyprus “Bail-In” Cause a Bank Run?

The recent “bail-in” of Cyprus by the EU, IMF and European Central Bank troika forced depositors in Cyprus banks to turn over about 40% of their assets to the banking system. This action hasn’t caused a bank run in the greater eurozone yet, so we asked professional investors why this is the case.

Eurozone Crisis: Could Informal Problem-Solving Mechanisms Prove the Conventional Wisdom Wrong?

Predictions of the disintegration of the “European experiment” have yet to be fulfilled despite more than 1,000 days having passed since the eurozone crisis first began. Investors owe it to themselves to consider alternate scenarios.

The Forces Reshaping Europe and the World and Opportunities for Investors (Video)

The veteran investor Felix W. Zulauf, president of Zulauf Asset Management AG, discusses the future of the eurozone and China’s effects on the world economy.

Eurozone in Crisis: Why Talent Is Fleeing from Spain

If Spain abandons the euro or defaults on its debt, it could trigger a Lehman-style meltdown. In spite of the good performance of Spanish sovereign debt and stocks in these first weeks of the year, this meltdown scenario can’t be ruled out yet.

Book Review: Europe’s Unfinished Currency: The Political Economics of the Euro

Thomas Mayer argues persuasively that Europe’s Economic and Monetary Union (EMU) could work if the member states would embrace a new EMU architecture. Even though all past monetary unions of sovereign states have failed, Mayer remains hopeful that the EMU can develop a more robust framework and contribute to the historical work of European unification.

Take 15: Eurozone Crisis: Is the End in Sight? (Video)

Wolfgang Münchau discusses the current state of the Eurozone crisis and potential resolutions. He explains potential implications of a breakup and the costs and benefits to various countries across the region.

Europe’s Economy and the Way Forward

Economist Anatole Kaletsky downplays the real economic importance of Europe to the global economy and believes there is a chance that Germany might even leave the eurozone to ensure the euro’s survival as a currency.



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