Global insights audio-slides-08-10-11

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  • In the case of Spain you have a rise of: 105 basis points from 5.25 to 6.30 or 20%In the case of Italy you have a rise of: 155 basis points from 4.75 to 6.30 or 33%
  • But consider that the flight to German Bunds is driving up prices and yields down.The German 10- Year Bund is trading at 2.35% or 235 bpsThe scale on the right showing the differential doesn’t effectively demonstrate the dramatic problem here!
  • In the case of Spain you have a differential rise of: 185 basis points from 1.85 to 3.7 – a doubling or 100%In the case of Italy you have a rise of: 220 basis points from 1.3 to 3.50 or 170%
  • Global insights audio-slides-08-10-11

    1. 1. This chart is from the discussion recordedAugust 10th, 2011<br />REMEMBER THE 2008 EMERGENCY <br />SUNDAY MEETINGS!! <br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    2. 2. This chart is from the discussion recordedAugust 10th, 2011<br />OUTER CORE IN SERIOUS TROUBLES <br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    3. 3. This chart is from the discussion recordedAugust 10th, 2011<br />OUTER CORE IN SERIOUS TROUBLES <br />GERMAN 1O YEAR BUNDS<br />FLIGHT TO SAFETY<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    4. 4. This chart is from the discussion recordedAugust 10th, 2011<br />OUTER CORE IN SERIOUS TROUBLES <br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    5. 5. This chart is from the discussion recordedAugust 10th, 2011<br />THE INNER CORE UNDER ATTACK <br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    6. 6. This chart is from the discussion recordedAugust 10th, 2011<br />EU <br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    7. 7. This chart is from the discussion recordedAugust 10th, 2011<br />AND NOW THE EU ECONOMY SLOWING!! <br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    8. 8. This chart is from the discussion recordedAugust 10th, 2011<br />AND THE GLOBAL ECONOMY IS SLOWING!! <br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    9. 9. This chart is from the discussion recordedAugust 10th, 2011<br />PANIC HAS SET IN <br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    10. 10. This chart is from the discussion recordedAugust 10th, 2011<br />THIS IS THE TIME FOR POLITICIANS TO PANIC<br />NOT YOU!<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />
    11. 11. This chart is from the discussion recordedAugust 10th, 2011<br />MERKEL & SARKOZY MUST NOW DO <br />THE HEAVY LIFTING<br />Listen to the original recording for this slide at either www.TraderView.com/GlobalInsights or www.GordonTLong.com/GlobalInsights<br />

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