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Eye on the Market, July 25, 2011
Hamiltonian Advisors sent me a recent paper from the Centrum fur Europaische Politik in Freiburg, which provides some clues. They see
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 →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 →ing to see analyses of how costly a permanent 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 cos
Page: HOUSE_OVERSIGHT_025224 →Eye on the Market, July 25, 2011
Hamiltonian Advisors sent me a recent paper from the Centrum fur Europaische Politik in Freiburg, which provides some clues. They see
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 →Entities connected to both Belgium and the Centrum fur Europaische Politik’

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