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Monthly Archives: August 2012
Quote of the Day: Nostalgia for the Deutsche Mark
While German political leaders now declare their allegiance to the eurozone, opinion polls in Germany show that public support for the euro is very weak. As the risks accumulate, it is not inconceivable that Germany might conclude that, despite the … Continue reading
Posted in ECB, Euro, Germany, Uncategorized
Tagged ECB, Euro, European Debt Crisis, Martin Feldstein
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Week in Review
(click here if charts are not observable)
Posted in Week in Review
Tagged bonds, CAC, Commodities, Copper, DAX, Gold, Hang seng, Natural Gas, Oil, Stocks
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Tale of Two Charts: S&P500 and Russell 2000
Interesting divergence between the S&P500 and Russell 2000 in the month of July. The S&P is in a classic short-term uptrend, making higher highs and higher lows since bottoming in early June. The Russell, however, after making a short-term high … Continue reading
Global Trend Indicators
(click here if charts are not observable)
Posted in Global Trend Indicators
Tagged bonds, Bovespa, Commodities, Copper, Gold, Nikkei, Oil, Russell 2000, Shanghai Composite, Stocks
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Weekly Eurozone Watch: Conditionality
Key Data Points German 10-year bund 3 bps higher; France 10-year 14 bps tighter to the Bund; Italy 42 bps wider; Spain 8 bps wider; Portugal 36 tighter; Ireland 20 bps tighter; Greece 144 bps tighter; Large Eurozone banks up … Continue reading
Posted in Weekly Eurozone Watch
Tagged ECB, European Sovereign Debt Crisis, European Sovereign Spreads, Germany, Italy, Mario Draghi, Spain
1 Comment
U.S. Employment Situation – July 2012
The jobs report was better than expected. Construction jobs, which we have been monitoring, are still lagging, especially among specialty trade contractors, losing 12K jobs this month. Education and healthcare jobs rebounded to 38k up from last month’s lower than … Continue reading
Say it ain’t so, Mario!
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Gone Fishin’
Our posting during August will be a little light as we’re gonna take a little time to think and go fishin.’ Keep checking in as we will continue to post on the Euro crisis, employment numbers, market reviews, etc. (click … Continue reading
Posted in Uncategorized
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