Monthly Archives: August 2012

Global Trend Indicators

Posted on August 26, 2012 by macromon

(click here if tables are not observable)

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Jury finds Samsung infringed on Apple’s patents

Posted on August 24, 2012 by macromon

This is just breaking on Bloomberg.   Could be big and have huge blowback in the tech sector, international trade and capital flows, and even geopolitical. Apple’s stock is trading up almost $9 in after hours, just a few bucks off … Continue reading →

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The Friday Nutcracker

Posted on August 24, 2012 by macromon

Today’s action felt a bit like the old short covering nutcracker, no? Apple gave it all up at the close as did many of the other big cap faves.    The market got all lathered up about more monetary crack after … Continue reading →

Posted in Equities, Monetary Policy | Tagged , , | 1 Comment

Stratfor: Asia’s Balance of Power

Posted on August 24, 2012 by macromon

(click here if video is not observable)

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Weekly Eurozone Watch

Posted on August 24, 2012 by macromon

Key Data Points German 10-year Bund 14 bps lower; Italy 10-year 7 bps wider to the Bund; Spain 12  bps wider; Portugal 22 bps tighter; Greece 26 bps tighter; Ireland bond yield below 6 percent; Profit taking in the banks … Continue reading →

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The New Economic Messiah?

Posted on August 22, 2012 by macromon

This is going to end sooooo ugly!  Confidence is a fragile thing  and money demand can collapse faster than you can say Lehman Brothers, che! (click here if video is not observable)

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China Flash Manufacturing PMI at 47.8, 9-month low

Posted on August 22, 2012 by macromon

From today’s Markit release, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “Falling orders dragged down the August flash PMI to a nine-month low, suggesting Chinese … Continue reading →

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Can You Hear That?

Posted on August 22, 2012 by macromon

The horn of QE3 ready to leave dock… Participants also exchanged views on the likely benefits and costs of a new large-scale asset purchase program. Many participants expected that such a program could provide additional support for the economic recovery … Continue reading →

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2012 Double Top?

Posted on August 22, 2012 by macromon

We don’t and nobody knows for certain.  The big reversal in Apple yesterday raises concerns and the whack a mole of the major indices, at least, takes a little complacency out of the market. The big question in our minds … Continue reading →

Posted in Equities | Tagged , , | 2 Comments

Stratfor – Tensions Flare in China-Japan Islands Dispute

Posted on August 21, 2012 by macromon

Wash, rinse, repeat! Remember the rare earth retaliation and panic in 2010?  These tensions and the local anxiety over a more assertive China is the best thing that has happened for U.S. diplomatic relations in Asia in a long time. … Continue reading →

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