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Monthly Archives: May 2012
Parallel Universes: Refloating the Costa Concordia
The parallels to the Eurozone are downright spooky. Let’s hope both projects are a success. The Brisbane Times writes, Salvage crews will employ huge cranes and air tanks to refloat the half-submerged Costa Concordia cruise liner in the largest ever … Continue reading
General Apple Takes Charge Amidst Rumors Of Better World
Always a decent sign when General Apple leads the market, trading up over $33 (6+ percent) including the move in after hours. Note the nice bounce off and failure to close below its the 100-day. There’s the next line in … Continue reading
How oversold is the S&P500?
The S&P500 has given up almost all of its gains for the year, is down 7.9 percent since May 1st, and has fallen 11 of the 13 trading days during the month. The S&P500’s Relative Strength Index (RSI), which is … Continue reading
Week in Review: Global Equities Have Worst Week of 2012
Key Data Points S&P500, Dow, Nasdaq, Russell, DAX, FSTE, BOVESPA, Mexico IPC, Kospi, and All Ordinaries have worst week of 2012. (click here if charts are not observable)
Posted in Week in Review
Tagged All Ordinaries, bonds, Bovespa, Commodities, DAX, Dow, FSTE, Gold, Kospi, Mexico IPC, NASDAQ, Oil, Russell, S&P500, Stocks
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Facebook as the “Ultimate Black Swan”
We have half joked about this on Friday after a ton of the Facebook traded around its IPO price of $38 and no doubt many of the shares came back to the Street. Oliver Stone couldn’t write a better script. … Continue reading
Posted in Black Swan Watch, Monetary Policy
Tagged Facebook, Federal Reserve, Morgan Stanley, QE
2 Comments
Global Trend Indicators
(click here if tables are not observable)
Posted in Global Trend Indicators
Tagged bonds, Commodities, Corn, DAX, Gold, Hang seng, Kospi, Natural Gas, Oil, Shanghai Composite, Stocks, Wheat
1 Comment
Stratfor: Germany’s Eurozone Dilemma
It’s the politics, stupid! Will the Germans and the rest of the core open up their checkbook to the periphery? Doubtful. (click here if video is not observable)
Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged Austerity, European Sovereign Debt Crisis, Eurozone, Germany, Transfer Union
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Flopbook!
Why do we have this sense JP MO and Morgan Stanley are going to own a large book of Facebook stock at $38? Maybe FB stock will be the Fed’s asset of choice during the next round of QE since … Continue reading
Weekly Eurozone Watch
Key Data Points A small bounce on Friday after a tough week; German 10-year closes at 1.427 percent; France 14 bps wider; Italy 39 bps wider; Spain 35 bps wider; Portugal 140 bps wider; Ireland 59 bps wider; Greece 448 … Continue reading
Posted in Weekly Eurozone Watch
Tagged European Banks, European Sovereign Debt Crisis, Greece, Ireland, Italy, PIIGS, Portugal, Spain
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The “Massive” Cost of a Greek Euro Exit
(click here if video is not observable)
Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads
Tagged Euro Exit, Greece
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Global Macro Monitor 