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Monthly Archives: December 2010
POMO Squeeze – Bonds Rally
The Fed really got its money worth today, buying $2 BN of bonds with maturities in the range of 08/15/2028 – 11/15/2040. Long-term interest rates fell 10-20 bps. Just another example of how bonds behave when the parents are home. … Continue reading
Rollover Risk 2011- Sovereign Financing Needs
Sovereign rollover risk will be one of the major issues to monitor for 2011. The following are some key data tables and charts produced by the IMF. The most vulnerable countries to a rollover shock and/or failed bond auctions … Continue reading
Posted in Black Swan Watch, Bonds, Budget Deficit, Economics, Fiscal Policy, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Rollover Risk, Sovereign Financing Needs
1 Comment
iPad2 expects monthly sales of 6M vs current 4M per quarter
Taiwan’s Digitimes writes, Apple has reportedly added two additional touch panel makers, Chimei Innolux and Cando, to its touch panel supplier list for iPad 2 in addition to current suppliers Wintek, Sintek Photronics and TPK Touch Solutions due to expanding … Continue reading
Hang Seng Index – Indicator Species for Global Risk?
We like to look at Hong Kong’s Hang Seng Index as the “indicator species” for global risk appetite. Over our 25 years of trading, we have noticed that the Hang Seng tends to lead most risk markets and is … Continue reading
Posted in Charts, China, Equities
Tagged China, Equities, Hang seng, Indicator Species, S&P500
21 Comments
U.S. Energy Use Flowchart
Click chart for better resolution. A quad is a unit of energy equal to 1015 (a short-scale quadrillion) BTU,[1] or 1.055 × 1018 joules (1.055 exajoules or EJ) in SI units. The unit is used by the U.S. Department of … Continue reading
Chart of the Month: In your FACEbook
This has to be one of the coolest charts of the year. From the Economist, PAUL BUTLER, an intern at Facebook, has created a striking map that shows the volume of friendships between particular parts of the world. As he … Continue reading
How is Money Defined?
Be sure to catch Krugman’s post, What is Money? We have issues with his extreme partisanship, but the economics of the piece is excellent. He raises some very good points on how difficult it is even just to define money, … Continue reading
Holders of U.S. Public Debt
The best table we’ve seen on the U.S. government’s major creditors. Nice compliment to our Dec11 post, Who’s Funding the U.S. Budget Deficit. The U.S. government’s fiscal year begins October1 and ends September 30.
Posted in Bonds, Budget Deficit, Economics, Fiscal Policy, Sovereign Debt
Tagged Fiscal Policy, U.S. Crediors, US Public Debt, US Treasury Securities
2 Comments
Euro Fracture: Germany’s House Party Revolt
Go no further than the chart below to understand the resentment and anger among the German taxpayers who are being asked to clean-up the “House Party” of fellow EU members. The chart shows the housing bubbles of Ireland and Spain … Continue reading
Posted in Black Swan Watch, Bonds, Budget Deficit, Economics, Euro, Fiscal Policy, Sovereign Debt, Sovereign Risk, Video
Tagged Angela Merkel, Euro, European Debt Crisis, Germany, PIIGS
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Europe’s Big Fail…
One lesson we have learned during the financial crisis is that a country’s banking system is an indirect liability of the sovereign. That is, unless the government is willing to allow banks to fail and let the domestic financial sector … Continue reading
Posted in Black Swan Watch, Budget Deficit, Euro, Fiscal Policy, PIIGS, Policy, Sovereign Debt, Sovereign Risk
Tagged European Sovereign Debt Crisis, PIIGS, Spain
1 Comment
Global Macro Monitor 