Monthly Archives: September 2012

Weekly Eurozone Watch: Ireland Trades Through Italy

Posted on September 21, 2012 by macromon

Key Data Points German 10-year Bund 11 bps lower; France 12 bps wider to the Bund; Italy 10-year 14 bps wider to the Bund; Spain 8  bps wider; Portugal 11 bps wider; Ireland 13 bps tighter; Greece 75 bps tighter; … Continue reading →

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ReutersVideo: Impact of QE3 one week later…

Posted on September 21, 2012 by macromon

(click here if video is not observable)

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Nonlinear Thinking: Perspective 2.0

Posted on September 21, 2012 by macromon

Given today’s launch of the iPhone5 we thought you’d enjoy this Western Electric ad of “the phone system of tomorrow” from the October 1977 Technology Review.  Perspective! Twenty-five years later we have the iPhone5, which can pay your bills,  find … Continue reading →

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Cue the iFans…

Posted on September 20, 2012 by macromon

Apple Inc. (AAPL) is poised for a record iPhone 5 debut and may not be able to keep up with demand as customers lined up in Sydney, Tokyo and New York to pick up the latest model of its top-selling … Continue reading →

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The S&P500 Refuses to Rollover, Holds 1450

Posted on September 20, 2012 by macromon

(click here if chart is not observable)

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Economist Cover: War Over These?

Posted on September 20, 2012 by macromon

The new cover story of the Economist.  Gulp! Low probability, high impact event and very unlikely but keep it on your radar. …Amid heated rhetoric on both sides, one Chinese newspaper has helpfully suggested skipping the pointless diplomacy and moving … Continue reading →

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Eurozone PMI Composite Output Index at 45.9, 39-month low

Posted on September 20, 2012 by macromon

Markit reported this morning, The Markit Eurozone PMI® Composite Output Index fell from 46.3 in August to 45.9 in September, according to the preliminary ‘flash’ reading, based on around 85% of usual monthly replies. The index therefore signalled that the … Continue reading →

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Stratfor: Banking Union and Potential EU Division

Posted on September 20, 2012 by macromon

(click here if video is not observable)

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Flash China Manufacturing PMI at 47.8, 2-month high

Posted on September 19, 2012 by macromon

Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “China’s manufacturing growth is still slowing, but the pace of slowdown is stabilising. Manufacturing activities remain lacklustre, thanks … Continue reading →

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Debt of Honor in the East & South China Seas

Posted on September 19, 2012 by macromon

We can’t  help but think the Chinese are reading Tom Clancy’s 1994 thriller, Debt of Honor, as we watch their latest tiff with Japan unfold.  Recall China suspended its exports of rare earths to Japan in September 2010 over a similar … Continue reading →

Posted in Black Swan Watch, China, Geopolitical, Japan | Tagged , , | 3 Comments