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Eye on the Market, July 25, 2011
ith problems in Greece, Portugal and Ireland, if you include Spain, it gets tight (note: the chart excludes costs to recapitalize banks). If Italy or Belgium entered Europe’s Liquidity Hospital, a lot more money might be needed from European parliaments (in one worst-case scenario, Alliance Bernstein estim
Page: HOUSE_OVERSIGHT_025217 →manent transfer union may be for Germany. Bernard Connolly at Hamiltonian Advisors sent me a recent paper from the Centrum fur Europaische Politik in Freiburg, which provides some clues. They see three alternatives for the deficit countries: ** massive reduction in regulations and unit labor costs to regai
Page: HOUSE_OVERSIGHT_025218 →Microsoft Word - 07-25-11 - EOTM - White Castle.docx
ith problems in Greece, Portugal and Ireland, if you include Spain, it gets tight (note: the chart excludes costs to recapitalize banks). If Italy or Belgium entered Europe’s Liquidity Hospital, a lot more money might be needed from European parliaments Limited capacity at the European Liquidity Hospital
Page: HOUSE_OVERSIGHT_025223 →anent transfer union may be for Germany. Bernard Connolly at Hamiltonian Advisors sent me a recent paper from the Centrum fur Europaische Politik’ in Freiburg, which provides some clues. They see three alternatives for the deficit countries: ¢ massive reduction in regulations and unit labor costs to regain
Page: HOUSE_OVERSIGHT_025224 →Eye on the Market, July 25, 2011
ith problems in Greece, Portugal and Ireland, if you include Spain, it gets tight (note: the chart excludes costs to recapitalize banks). If Italy or Belgium entered Europe's Liquidity Hospital, a lot more money might be needed from European parliaments (in one worst-case scenario, Alliance Bernstein estim
Page: HOUSE_OVERSIGHT_031161 →manent transfer union may be for Germany. Bernard Connolly at Hamiltonian Advisors sent me a recent paper from the Centrum fur Europaische Politik in Freiburg, which provides some clues. They see three alternatives for the deficit countries: ** massive reduction in regulations and unit labor costs to regain
Page: HOUSE_OVERSIGHT_031162 →Entities connected to both Belgium and Freiburg

Jeffrey Epstein
PERSON
Barack Obama
PERSON
Mitch McConnell
PERSON
Ronald Reagan
PERSON
Harry Reid
PERSON
Eurozone
ORGANIZATION
Eleanor Roosevelt
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JPMorgan Chase
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Bipartisan Policy Center
ORGANIZATION
Office of Management and Budget
ORGANIZATION
FactSet
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Bundesbank
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Bernard Connolly
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Eurostat
ORGANIZATIONthe Gang of Six
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Moody’s
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the Heritage Foundation
ORGANIZATIONJ.P. Morgan Securities LLC
ORGANIZATIONMichael Cembalest
PERSON
White Castle
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