Monthly Archives: February 2012

Gold Rebounds as Bernanke Confirms Easy Money

Posted on February 7, 2012 by macromon

In his testimony at the Senate Budget committee this morning,   Fed Chairman Ben Bernanke,  resisted the temptation to day trade monetary policy on the back of Friday’s good employment data.   Our sense is the global printing press’ and zero interest … Continue reading →

Posted in Black Swan Watch, Gold, Monetary Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | Leave a comment

Berlin and Paris frustrated as Greeks delay bailout talks

Posted on February 6, 2012 by macromon

(click here if video is not observable)

Posted in Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

The New Normal: Resource Poaching

Posted on February 5, 2012 by macromon

Guess we should get used to it. (click here if video is not observable)

Posted in China, Crude Oil, Geopolitical, Japan | Tagged , , , | 1 Comment

Week in Review: Rampopotamus Continues

Posted on February 5, 2012 by macromon

(click here if charts are not observable)

Posted in Global Stock Performance, Week in Review | Tagged , , , , , | 1 Comment

Sign of the Times: Occupy DC “Dismantled”

Posted on February 5, 2012 by macromon

National Park Service police began slowly dismantling the Occupy DC encampment at McPherson Square on K Street early Saturday morning. Over the course of several hours, cops asked protesters to leave while authorities in hazmat suits combed the park and … Continue reading →

Posted in Geopolitical, Politics | Tagged , | 1 Comment

Global Trend Indicators: CAC, Hang Seng & SENSEX > 200-day

Posted on February 5, 2012 by macromon

(click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , | 3 Comments

Only A “Freak” Would Turn Down Bribes

Posted on February 4, 2012 by macromon

(click here if video is not observable)

Posted in China | Tagged , | 1 Comment

Weekly Eurozone Watch: Portugal Tighter, France < 100 bps

Posted on February 3, 2012 by macromon

(click here if charts are not observable)

Posted in Weekly Eurozone Watch | Tagged , , , | 2 Comments

The Economist Cover: The New Tech Bubble Cometh?

Posted on February 3, 2012 by macromon

Cool cover of this week’s Economist. The stars are aligned for a nice little bubble in transformative tech, folks:  1) easy money;  2) a story — the wireless revolution is changing everything;  3)  decent valuation in some of the large … Continue reading →

Posted in Apple, Technology | Tagged , , | 3 Comments

U.S. Employment: Super Bowl Blowout!

Posted on February 3, 2012 by macromon

From today’s BLS release, Total nonfarm payroll employment rose by 243,000 in January, and the unemployment rate decreased to 8.3 percent, the U.S. Bureau of Labor Statistics reported today. Job growth was widespread in the private sector, with large employment … Continue reading →

Posted in Charts, Demographics, Economics, Employment | Tagged , , , | Leave a comment