Home > Developed Markets, Geopolitics, Globalization, Monetary Policy > Is a Euro Break-Up Priced In?

Is a Euro Break-Up Priced In?

I’m not a fully-fledged contrarian, and never have been. But smart investors must constantly ask themselves what’s already reflected in market prices. Because, if the thing you fear is already reflected in prices, that leaves a lot of room for upside surprise. A year ago, a euro breakup seemed impossible. Now it’s…inevitable? You be the judge:

Bogus Bailout: Why Europe Isn’t Off the Hook – Charlie Gasparino, NY Post

The Euro Zone Needs A Bigger Bazooka – Jason O’Mahony, MarketWatch

Survival Of The Euro Depends On France – Michael Sivy, Moneyland

Euro Crisis: Doubting ‘Domino’ Effect – Edward Lazear, Wall Street Journal

Achilles’ Heel of the Eurozone – Dimitri Papadimitriou, Los Angeles Times

Why We Can’t Escape the Eurocrisis – Gerald O’Driscoll, Wall Street Journal

Europe’s Doomed, Doomed I Say – Felix Salmon, Reuters

Is Greece Just Bluffing to Get a Better Deal? – Cyrus Sanati, Fortune

What Will China Demand to Save the Euro? – William Pesek, Bloomberg

The Mysterious, Gravity Defying Euro – Kenneth Rogoff, Project Syndicate

  1. No comments yet.
  1. No trackbacks yet.

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Follow

Get every new post delivered to your Inbox.

Join 41 other followers

%d bloggers like this: