Gi support slides-part2-011012b
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This image accompanies the podcast recorded January 10, 2012 Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htm The content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document. Part 2 Man vs. Markets The Battle of Politicians Against the Markets “It’s a battle of politicians against the markets. But I’m determined to win the battle.” - Angela Merkel, May 6, 2010
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Transcript of Gi support slides-part2-011012b
This image accompanies the podcast recordedJanuary 10, 2012
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Part 2Man vs. Markets
The Battle of Politicians Against the Markets
“It’s a battle of politicians against
the markets. But I’m determined to win
the battle.”- Angela Merkel, May 6, 2010
This chart accompanies the podcast recordedJanuary 10, 2012
Eurozone 10-Year Yields Deposits at ECBCommercial Paper Markets are Closed
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
Classic Bank RunsPIIGS M1 Deposits (Annualized 6-Month Change)
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
Prime Money Market Funds’ Exposure to European BanksAka Bank Runs
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
Collateral Damage - Banks borrowed against anything they could in 2011, now the cupboard is bare
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
The Financial System of Europe has WALKED the Plank
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
Instruments on ECB eligible collateral list (by country) - added at Year EndMaking Trash Eligible for Fresh Cash…Can you say Euro-Tarp?
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
Instruments on ECB eligible collateral list (by country)No Collateral? No Problem, just redefine it!
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
Avalanche Alert – EU27 bank bonds, $bn
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
$259 billion - Payback Time – Will these borrowers roll from government-guaranteed debt and become unsecured borrowers?
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
Global Schedule for Maturing Corporate Debt750 billion of Bank Debt Must Roll
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
3-Month US LIBOR
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
Announcement of Coordinated Central Bank Swaps.
This chart accompanies the podcast recordedJanuary 10, 2012
Risk perceptions in the financial sector are on the riseBank credit default swap rates, basis points
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
This chart accompanies the podcast recordedJanuary 10, 2012
The Battle of Politicians Against the Markets
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htmThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of this slide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
It is Already Failing.
“It’s a battle of politicians against the markets. But I’m determined to win the battle.”
- Angela Merkel, May 6, 2010
Scoreboard:
Politicians
0Markets
5
DISCLOSURE STATEMENT AND TERMS OF USE
THE CONTENT OF THIS SLIDE PRESENTATION AND ITS ACCOMPANYING RECORDED AUDIO DISCUSSION ARE INTENDED FOR EDUCATIONAL PURPOSES ONLY.
This slide presentation and its accompanying recorded audio discussion are not a solicitation to trade or invest, and any analysis is the opinion of the author and is not to be used or relied upon as investment advice. Trading and investing can involve substantial risk of loss. Past performance is no guarantee of future returns/results. Commentary is only the opinions of the authors and should not to be used for investment decisions. You must carefully examine the risks associated with investing of any sort and whether investment programs are suitable for you. You should never invest or consider investments without a complete set of disclosure documents, and should consider the risks prior to investing. This slide presentation and its accompanying recorded audio discussion are not in any way a substitution for disclosure. Suitability of investing decisions rests solely with the investor. Your acknowledgement of this Disclosure and Term of Use Statement is a condition of access to it. Furthermore, any investments you may make are your sole responsibility.
THERE IS RISK OF LOSS IN TRADING AND INVESTING OF ANY KIND. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Listen to the original podcast for this slide at http://www.traderview.com/globalInsights.htm
