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Recent Posts
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Monthly Archives: December 2011
In Dulci Jubilo
Merry Christmas and Happy Holidays to all! (click here if video is not observable)
Hourly Compensation Costs in Manufacturing
Great data from the BLS comparing hourly compensation for manufacturing. The second chart looks at the benefits component of the hourly cost. The data are from 2010 and sensitive to exchange rate movements. We will post a follow-up chart in … Continue reading
You’re a banker – Yes, Minister – BBC
(click here if video is not observable)
Low Volume Christmas Rampopotamus
U.S. equities just keep marching higher on a low volume Santa Claus ramp. Favorable technical patterns, though not confirmed by volume, keeps the dip buyers hanging in there. We spoke of the inverted head and shoulders pattern in the S&P500 … Continue reading
U.S. Real Earnings, November 2011
Ouch! Only three positive months in the last year. Lots of pain out there. Be charitable this holiday season, our friends. The return is tremendous. (click here if graph is not observable)
China Real Estate Prices Fall in November
(click here if video is not observable)
Spain’s PM Rajoy names insiders in new cabinet Euronews
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Government, Rajoy, Spain
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Nike: Macro Notes From the Conference Call
Nike reported good earnings after the bell and the stock traded up over the 3 percent in after hours. Here are the money quotes from the Nike executives on this afternoon’s conference call: Global Economy Overall, a remarkable performance … Continue reading
The Isle of Man TT: Insane Ride, Like This Year’s Market
Why does this feel like this year’s ride in the markets? We had a couple of trades like the over the cliff crashes in the video. Nasty stuff. Hat tip Lawrence “of America” Wagner. (click here if video is not … Continue reading
‘Twas 5 Days Before Christmas
‘Twas 5 days before Christmas, when all through the house, No investor was long, not even their spouse. The stocks were all shorted by the big old bad bear, In hopes that St Nicholas would soon not be there. The … Continue reading
Global Macro Monitor 