Monthly Archives: June 2012

Reuters – Top Five Risks to China’s Economy

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U.S. Economic Data Releases – June 5

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Why the U.K is not Greece

Two words, one Iron Lady — Margaret Thatcher.   The Eurozone is having the debate today that the Brits had in 1990. “A single currency is about the politics of Europe.   It is about a federal Europe by the backdoor.”                        – … Continue reading

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

Spain’s Rajoy calls for eurozone fiscal authority

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

Global PMI Falls to 50.6, Five Month Low

Key Points Global PMI fell to 50.6 in May, down from 51.4 in April, lowest reading in five months; Eurozone and UK PMIs fall to three-year low; Germany, France, Italy, Spain, and Netherlands in contraction; Poland, Czech Republic and Switzerland … Continue reading

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U.S. Economic Data Releases – June 4

US Factory Orders Post Surprise Fall in April – CNBC (click here if chart is not observable)

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Stratfor: China’s Continuing Challenges

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Week in Review

Key Points All major equity indices x/Mexico below 200-day s.m.a.; U.S. Treasuries have best week of 2012; Yen has best week of the year; Crude oil has worst week of 2012; Wheat has worst week this year; CRB Index has … Continue reading

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Russian Rouble Tumbles With Oil Prices

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Global Trend Indicators

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