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Monthly Archives: September 2011
Sarkozy: Europe “morally obliged” to help Greece
(click here if video is not observable)
Posted in Black Swan Watch, Bonds, Budget Deficit, PIIGS, Sovereign Debt, Sovereign Risk, Video
Tagged European Debt Crisis, Greece, Sarkozy
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Ingersoll-Rand Warns, Stock Swan Dives
Here’s what they said: Revenues were negatively affected by slower than expected end-markets in several businesses. Consumer-related businesses, such as residential heating, ventilation and air conditioning (HVAC), golf and residential security, were the most significantly affected, accounting for the majority … Continue reading
Posted in Economics, Equities, Global Stock Performance
Tagged Earnings, Ingersoll-Rand, warnings
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QE and the “Crowding Out” of the Bond Market Vigilante
We’ve updated our chart of the sources of financing of the U.S. budget deficit from the Fed’s Flow of Funds data released on September 16th. The chart illustrates how the Fed and foreign central banks have been indirectly fully … Continue reading
Angry Greeks Protest Arrival of Trioka
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Politics, Sovereign Debt, Sovereign Risk
Tagged Euro, European Sovereign Debt, Greece, Protests, Troika
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Third Macro Panda Huffs and Puffs…
Over the weekend we posted a piece on the three McBears weighing on global markets. As all eyes continue to focus on Europe the third macro bear — China — is beginning to growl a little louder. Greece is no … Continue reading
Posted in Black Swan Watch, BRICs, China, Credit, Equities
Tagged China, Hard Landing
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Nonlinear Thinking: Nanotube Cables to Replace Copper?
In the midst of the current swan dive in copper prices Technology Review reports the following, For the first time, researchers have made carbon-nanotube electrical cables that can carry as much current as copper wires. These nanotube cables could help … Continue reading
Posted in Commodities, Electric Vehicles, Nonlinear Thinking, Technology
Tagged Copper, Nanotube cables, Rice University, Technology Review
1 Comment
Austerians Rising
Interesting chart from the Economist. Note the Brits are much less supportive of spending cuts as they are actually experiencing the pain of an austerity program. In other countries austerity is more of a concept than a reality. The Economist … Continue reading
Posted in Budget Deficit, Charts, Fiscal Policy, Policy, Politics
Tagged Austerity, Political Economy, Politics, Public Opinion
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Problems in China’s Financial Sector Escalate
(click here if video is not observable)
Is the Fed Contributing to the Credit/Mortgage Crunch?
One of the smartest hedge fund managers we know spends most of his day locked away in his office analyzing how the market consensus could be wrong. He hangs with au contraire crowd, breaking bread with contrarians and demands you … Continue reading
Posted in Black Swan Watch, Bonds, Budget Deficit, Monetary Policy
Tagged Federal Reserve, Monetary Policy, Operation Twist, ZIRP
14 Comments
Disintermediation in China’s Banking System
The consequences of negative real interest rates and financial repression. We know how this story ends. Keep this one on your radar. (click here if video is not observable)
Global Macro Monitor 