France, the eurozone crisis recovery, and investing and economic timeframes

I have some interesting ideas on the eurozone regarding France, a housing decline and its divergence from the rest of Europe. But I am going to save that for a later post. Suffice it to say the German - French spread is widening; it is at 61 basis points for 10-year securities. And France was the only nation except Greece that saw a manufacturing PMI below 50 in the last month’s data for the eurozone. The Netherlands, which I contrasted to France last month, had the highest numbers. What is this telling us? It depends on what timeframe you are using. So I want this post to address two things: investing and economic timeframes and the eurozone.

The European private debt problem
First, I see the European sovereign debt crisis as mostly about private debt. The Economist gave us some good ...


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