Monthly Archives: December 2012

Ballooning of Central Bank Balance Sheets

Posted on December 4, 2012 by macromon

Interesting data and charts from the IMF on the ballooning of central bank balance sheets. Since August 2007, the Fed’s balance sheet has increased by 221 percent, mainly through the purchase of government bonds and mortgage backed securities, with the … Continue reading →

Posted in Monetary Policy | Tagged , , , | 2 Comments

Stratfor: Russia’s Massive Demographic Shift

Posted on December 4, 2012 by macromon

Stratfor explains how Russia’s diversifying population coupled with a proportional increase in the post-Soviet era population will pose the greatest challenge to the government. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

Posted in BRICs, Demographics, Geopolitical | Tagged , | Leave a comment

Cliff Diving – Day 17

Posted on December 4, 2012 by macromon

Not much happening x/ markets remain weakish. The big moves came in gold, down over 1 percent, and the VIX continues to move higher.  No panic yet as the Russell continues to outperform.  Concern?  Yes.  Panic?  Not yet. Apple couldn’t … Continue reading →

Posted in Fiscal Cliff Monitor | Tagged , , | Leave a comment

‘Toon of the Day

Posted on December 3, 2012 by macromon

(click here if cartoon is not observable)

Posted in Cartoon of the Day | Tagged , , | 2 Comments

Cliff Diving – Day 16

Posted on December 3, 2012 by macromon

December, the overall best month for stock performance, isn’t supposed to start like this! The S&P500 opened almost at its high of the day, traded through the 50-day moving average, got spanked  and commenced to sell off the rest of … Continue reading →

Posted in Fiscal Cliff Monitor, Uncategorized | Tagged , , , , | 1 Comment

Seasonal Greetings

Posted on December 3, 2012 by macromon

It’s the most wonderful time of the year! That’s if past is prologue for equity traders and investors.   Since 1950,  the S&P500 has averaged a 1.61 percent return in December, three times the overall monthly average return.   Furthermore,  the … Continue reading →

Posted in Technical Analysis | Tagged , , | 1 Comment

Stratfor: Increasing European Fragmentation

Posted on December 3, 2012 by macromon

Stratfor Europe analyst Adriano Bosoni discusses the growing geographic, political and economic divisions within Europe. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

Posted in Euro, Geopolitical | Tagged , | 2 Comments

2012: The Year of Stock Market Symmetry

Posted on December 2, 2012 by macromon

We were playing around with the charts on Friday night (‘cuz that’s what nerds do with their Friday nights)  and discovered something very interesting about the 2012 stock market.  The results are illustrated in the table and chart below. The … Continue reading →

Posted in Technical Analysis, Uncategorized | Tagged , , , , , | 6 Comments

Guest Post: Edupreneurs and Investing in Education Startups

Posted on December 2, 2012 by macromon

Global Macro Monitor’s recent post about fast and slow-growing economies looked at national numbers, but did not spend much time focusing on actual industries within localized markets. In the article that follows, contributor Emma Collins takes a deep dive into … Continue reading →

Posted in Uncategorized | 4 Comments

Global Trend Indicators

Posted on December 1, 2012 by macromon

(click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , , , , | 3 Comments