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Monthly Archives: February 2012
What’s Inflating in the U.S. Consumer Basket
Note all components are above the 10-year Treasury yield. That’s some financial repression! (click here if chart is not observable)
Greek Credit Writedown! Finally…
The just announced 2GB — Second Greece Bailout — is a misnomer. We wouldn’t exactly call a deal where private creditors reschedule all maturing bond payments for the next ten or so years into a 30-year bullet with a 50+ … Continue reading
Posted in Black Swan Watch, Bonds, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Greece, Sovereign Debt Restructuring
1 Comment
Stratfor: Why is Tibet Important to China?
Good stuff from Stratfor. (click here if video is not observable)
No Yen for the Yen….
We’re sure you’ve noticed the Yen’s swan dive against the U.S. dollar. Last week’s monetary measures by the Bank of Japan in the global “race to debase” gave it an added kick, The Bank increases the total size of the … Continue reading
Presidential Trivia on Presidents Day…
BARACK OBAMA is our 44th president, but there actually have only been 43 presidents: Cleveland was elected for two nonconsecutive terms and is counted twice, as our 22nd and 24th president. EIGHT PRESIDENTS never attended college: Washington, Jackson, Van Buren, … Continue reading
Week in Review: Global Equity Indices Average RSI = 73
Global equities continue in their strong uptrend. Most markets are short-term overbought x/ Australia, China, and Mexico — as the average RSI of the major indices we cover is 73! This has been the case for the past several weeks, … Continue reading
Euro Fracture: Reform Fatigue Increasing
Political backlash and reform fatigue are Europe’s biggest risk over the medium-term, in our opinion, and need to be monitored closely. Politicians have yet to convince many of their constituents of TINA – There Is No Alternative. (click here if … Continue reading
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Sovereign Debt Crisis, Greece, Political Unrest, Reform Fatigue, Spain
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Global Trend Indicators
(click here if tables are not observable)
Posted in Global Trend Indicators
Tagged bonds, Commodites, Copper, Crude Oil, Nikkei, Shanghai Composite, Stocks, Yen
1 Comment
Monti taps the Church
If the Monti is successful in reforming Italy, maybe he will be made Pope! (click here if video is not observable)
Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Catholic Church, Italy, Mario Monti, Tax exemptions
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Weekly Eurozone Watch
(click here if charts are not observable)
Posted in Weekly Eurozone Watch
Tagged Euro, European Sovereign Debt Crisis, Greece, Italy, Portugal, Spain
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Global Macro Monitor 