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Monthly Archives: May 2012
The Euro End Game: Simon Johnson Gets It
Run, don’t walk, to the Peter Boone/Simon Johnson Bloomberg piece, As European Austerity Ends, So Could the Euro. While most are clamoring for more money printing by the ECB to monetize bad sovereign debt which has no demand, the Global … Continue reading
Posted in Black Swan Watch
1 Comment
Week in Review
Key Data Points France’s CAC turns negative for the year; Dow has worst week in 2012; German DAX bounces after its worst week of the year; KOSPI, NIKKEI, SENSEX, and All Ords have worst week of 2012; Hang Seng and … Continue reading
Posted in Week in Review
Tagged bonds, Bovespa, CAC, Commodities, CRB, Gold, Nikkei, Stocks
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Eurozone set for slow recovery
(click here if video is not observable)
Global Trend Indicators
(click here if charts are not observable)
Posted in Global Trend Indicators
Tagged bonds, Bovespa, CAC, Commodities, Copper, DAX, Gold, Natural Gas, Nikkei, Oil, Stocks
2 Comments
Have Markets Priced the Presidential Campaign?
It is our sense the conventional wisdom has assumed an Obama victory in November. The polling shows a much closer race, in fact, a dead heat. Romney has opened a 10 point lead among independents, who, on the margin, will … Continue reading
Weekly Eurozone Watch: Spain at 6.0%, Greece Blows Out
Key data points: German 10-year Bund new weekly closing low at 1.516 percent; Spain 10-year wider by 34 bps, first 2012 weekly close over 6.0 percent; Italy 10-year 14 bps wider; Greece 10-year blows out 425 bps on the week; … Continue reading
Posted in Weekly Eurozone Watch
Tagged European Sovereign Spreads, German Bund, Greece, Ireland, PIIGS, Portugal, Spain
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Will 1340 Hold?
The S&P500 has broke its initial support at 1360 and has held above 1340. The question is will the JP Morgan news be the catalyst for a true test of 1340? The markets are getting very choppy and its hard … Continue reading
Posted in Equities, Global Stock Performance
Tagged JP Morgan, S&P500, Tecnhical Analysis
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Tell Us It Ain’t So, JP MO!
This doesn’t come at good time for the markets. Bloomberg is reporting, JPMorgan Chase & Co. (JPM) said it lost about $2 billion tied to synthetic credit securities after positions taken by its chief investment office were riskier than expected. … Continue reading
Spain partly nationalises Bankia
(click here if video is not observable)
Posted in Black Swan Watch, Euro
Tagged Bankia, European Sovereign Debt Crisis, Spain
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U.S. Equities Outperforming
Informative chart from Bespoke showing U.S. equities outperforming all major equity markets x/China in this downdraft. (click here if chart is not observable)
Posted in Equities, Global Stock Performance
Tagged Global Equity Markts, Stock market correction
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Global Macro Monitor 