Ivan Vatchkov, CIO at Algebris Investments-Asia, explains why there's value in hybrid bonds and European cyclicals, especially in Italy.» Read More
A new government is in place in Portugal, tasked with tackling the problems facing one of the sick men of Europe. Unfortunately, new faces in government do not in any way change the problems being faced by a country, according to one analyst.
Soft restructuring is only a temporary measure, and a German-led plan to convince private investors to voluntarily extend maturities on Greek debt will not prevent a default, analysts told CNBC.com.
Despite weak economic data a double dip recession is unlikely and investors should favor stocks over bonds, according to Chris Watling, the CEO of Longview Economics in London.
German banks, Spanish farmers, Greek debt - what should Germany finance next? Answer: None of the above. End of discourse, writes CNBC's Silvia Wadhwa.
As euro zone politicians scramble to bring Greek public finances back under control, the question of how much the European Central Bank will lose if they fail to avert a default has taken on greater importance, reported the FT.
Fed Chairman Ben Bernanke weighs in on the economy Tuesday, and he is expected to acknowledge the recent slowdown but may withhold a view on the duration.
This week will be chockablock with central bank meetings. Here's how to trade them.
The dollar is down again, the euro is twitching, and an election in Peru is casting a shadow — time for your Monday FX Fix.
Whether we like it or not, whether we're the German or French tax payer who has to foot the bill or the Greek, Spanish or Irish citizen who feels the pain of austerity in his or her respective purse – there is no choice!
"There's a big debate about whether what we're seeing right now is the beginning of a sustained slowdown or just (the effect of) short-term factors," says one chief economist.
Web-only advice and information for currency traders, with CNBC's Melissa Lee and the Money In Motion traders.
The dollar gets crushed on a weak jobs report. A look at the currency trade, with CNBC's Melissa Lee and the Money in Motion traders. Also, cold cash and hot commodities. And is now the time to sell gold, with Dennis Gartman, The Gartman Letter.
Andrew Lilco at the Telegraph lays out the likely events of what happens in the event of a Greek default.
The Greek people's reaction to the implemented austerity measures should not be ignored, warned Alastair Newton, managing director and senior political analyst at Nomura.
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Past voluntary debt reprofilings in Latin America have worked to varying degrees, but "soft" restructuring is not going to solve Greece's debt problems, according to Stuart Culverhouse, chief economist of frontier markets specialist Exotix
"Notwithstanding the historical parallel, I suspect that it is very unlikely that there will be a QE3. This view is based on an assessment of economic, political and international factors:" Pimco's El-Erian says in a guest blog.
Economic data disappoints, the euro debt deal has doubters, but the Swissie is soaring — time for another FX Fix.
Greece’s finances are out of control. Its bonds are downgraded to junk; and without a German and European Central Bank bailout, it will be forced to restructure its debt. The United States is losing control of its finances too, and bond rating agencies have threatened to downgrade its debt.
Investors should prepare themselves for a third round of quantitative easing, Simon Maughn, co-head of European equities at MF Global, told CNBC Wednesday.