Friday, 14 October 2011

French Government Bond Yields Widen to Record vs. Germany; Portugal Faces National Emergency; Trichet Says "ECB Will Not Be Lender of Last Resort"

Credit stress has now hit France sovereign debt. The spread between 10-year French bonds and German government bonds is at a Euro-era record 97 basis point differential.

France 10-Year Government Bonds



Germany 10-Year Government Bonds



Italy 10-Year Government Bonds



Portugal 10-Year Government Bonds



Spain 10-Year Government Bonds



Greece 1-Year Government Bonds




French Bond Yields Jump Most Since 2008

Bloomberg reports French Bond Yields Jump Most Since 2008 on Bank Concern
Ten-year French yields climbed 38 basis points this week, the most since the euro was introduced in 1999. The extra yield investors demand to hold 10-year French bonds instead of German bunds also expanded to the most since the euro started. Spain�s 10-year bonds fell for a fifth day after Standard & Poor�s cut the nation�s credit rating. Yields climbed across the euro area after European Central Bank President Jean-Claude Trichet said the ECB will not act as a �lender of last resort.�

The eight largest U.S. money-market funds reduced their lending to French banks by 44 percent last month, according to filings compiled by Bloomberg and published in today�s Bloomberg Risk newsletter.

Spanish 10-year yields climbed four basis points to 5.24 percent, even after the ECB was said by people with knowledge of the deals to have bought the nation�s securities. S&P cut Spain�s ranking by one level to AA-, with the outlook remaining negative, the company said yesterday.

Portugal Faces National Emergency

Portugal 10-year yield increased five basis points to 11.64 percent. The nation is planning to deepen budget cuts next year as it faces a moment of �national emergency,� and has to do more to meet its budget goals, Prime Minister Pedro Passos Coelho said.
Trichet a Proven Liar

Does this look like anything has been contained or does it look like the problem is spreading to France (as a result of foolish containment efforts)?

By the way, Trichet is a proven liar. The ECB is already acting as a lender of last resort by supporting Italian bonds and foolishly buying Greek bonds previously.

Mike "Mish" Shedlock
http://globaleconomicanalysis.blogspot.com
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