Monthly Archives: January 2012

The Iron Lady

Posted on January 3, 2012 by macromon

(click here if video is not observable)

Posted in General Interest | Tagged , , | 2 Comments

HSBC Brazil PMI Shows Weakest Deterioration Since Decline

Posted on January 3, 2012 by macromon

“The main message from the latest HSBC Manufacturing PMI index is that the deterioration in Brazil’s manufacturing sector business conditions continued to ease in December. The headline index remains just under the 50.0 waterline (49.1), indicating that the sector is … Continue reading →

Posted in BRICs, Economics | Tagged , , | Leave a comment

How Dependent is the U.S. on Persian Gulf Oil?

Posted on January 2, 2012 by macromon

With tensions heating up over Iran (recall our November 5th post, Is Iran About to Get Hot) we’re seeing lots of traffic on our post of last February,  U.S. Dependent on Middle East Oil? Think Again. Our sense is that most … Continue reading →

Posted in Black Swan Watch, Crude Oil | Tagged , , , | 1 Comment

Eurozone Q4 ’11 manufacturing growth weakest since mid-2009

Posted on January 2, 2012 by macromon

“Eurozone manufacturing is clearly undergoing another recession. Despite the rate of decline easing slightly in December, production appears to have been collapsing across the single currency area at a quarterly rate of approximately 1.5% in the final quarter of 2011. … Continue reading →

Posted in Economics, Euro | Tagged , , | 1 Comment

S&P500 2011 Heat Map

Posted on January 2, 2012 by macromon

Click map to enlarge and for better resolution. (click here if chart is not observable)

Posted in Equities, Global Stock Performance | Tagged | 2 Comments

NorKo’s Kim 3.0

Posted on January 2, 2012 by macromon

Interesting video but lite on specifics.  Let’s hope the hope about North Korea’s new leader is fully realized. (click here if video is not observable)

Posted in Black Swan Watch, Politics | Tagged , | 1 Comment

Year in Review

Posted on January 1, 2012 by macromon

Wow!  Who would of thunk it.   The Dow the only major global equity index positive for the year.   U.S. Treasuries up 15-20 percent, the dollar index (Dixe) positive;  Brazil and Chinese equities down 20 percent and India down almost 25 … Continue reading →

Posted in Week in Review | Tagged , , , , | 1 Comment

2011 ETF Heat Map

Posted on January 1, 2012 by macromon

Click on map to enlarge and for better resolution. (click here if chart is not observable)

Posted in Equities, Global Stock Performance | Tagged | 2 Comments

Global Trend Indicators

Posted on January 1, 2012 by macromon

(click here if tables are not observable)

Posted in Week in Review | Tagged , , , | 2 Comments