A União Europeia está a cair aos bocados (Soapbox Opera).

European shares fell on Wednesday to their lowest close in seven-weeks after dismal demand at a German bond auction sparked fresh debt crisis contagion worries

Análise de um gestor de peso nos mercados:
Richard Batty, strategist at Standard Life Investments, part of the Standard Life Group, which administers 196.8 billion pounds of assets, said the weak demand was a surprise.
“It is now getting to the stage where investors are becoming concerned about Germany paying more of the bill for the euro zone.

Análise de Ricardo Arroja sobre o mesmo assunto, no Insurgente:
o banco central alemão, que tem por hábito reter uma parte das suas emissões (que destina às suas próprias reservas), terá decidido, de acordo com a teoria especulativa do FT, ficar com um terço da sua emissão. Agora, porquê e para quê? …

Em suma, o Bundesbank está a preparar-se para o “default” das dívidas periféricas, para o desmembramento da zona euro e até, imagine-se onde isto pode chegar, para a falência do próprio BCE. …

Mais um aviso, claríssimo:

On Wednesday, Greece’s central bank also called on Mr. Samaras and other leaders of the new coalition government to step up the pace of reforms, warning that the country faced a disorderly exit from the euro.

Síntese final (A Sopabox Opera, do álbum Crisis? What Crisis? dos Supertramp):

I hear only what I want to hear
But, I have to believe in something
Have to believe just the one thing
I said, “Father Washington, you’re all mixed up
Collecting sinners in an old tin cup
Well, spare a listen for a restless fool
There’s something missing when I need your rules”


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