Monthly Archives: December 2012

Global Trend Indicators

Posted on December 9, 2012 by macromon

(click here if tables are not observable)

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Week in Review

Posted on December 9, 2012 by macromon

(click here if charts are not observable)

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Quote of the Day: True Economics

Posted on December 9, 2012 by macromon

The problem, George, is since  the Second World War…. the problem has been allocating abundance now we’re allocating scarcity.  We’re not very good at it.  – George Will,  This Week With George Stephanopoulos

Posted in Uncategorized | 1 Comment

Ciao, Mario Monti!

Posted on December 8, 2012 by macromon

This is not good.  Not totally unexpected.  Cue Italy and France in 2013.  Maybe. (click here if video is not observable)

Posted in Euro, France, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

‘Toon of the Day: Democrat or Republican?

Posted on December 8, 2012 by macromon

Is that a Dem or Republican?  The problem is it is our balls that will get cut off over their little poker game. (click here if cartoon is not observable)

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Weekend Lecture Series: Robert Shiller

Posted on December 7, 2012 by macromon

Robert Shiller, Yale professor and author of Irrational Exuberance,  presents his new book,  Finance and the Good Society, at the Allianz Forum on November 14, 2012. We have a great story about Schiller.  Read it here. The biggest revolution in … Continue reading →

Posted in Finance and the Good Society, Lectures, Video | 2 Comments

U.S. Equity Sector ETF Performance

Posted on December 7, 2012 by macromon

Click on table to enlarge. (click here if charts and table are not observable)

Posted in Sector ETF Peformance | Tagged , , , , , | 2 Comments

Weekly Eurozone Watch

Posted on December 7, 2012 by macromon

Key Data Points German 10-year Bund 9 bps lower; Ireland 18 bps wider; Italy 12 bps wider; Spain 23 bps tighter; Portugal 1 bp tighter; Greece 158 bps tighter; Large Eurozone banks up  -1.0 to 5 percent higher; Euro$ down … Continue reading →

Posted in Weekly Eurozone Watch | Tagged , , , , , , | 2 Comments

U.S. Employment Situation – November 2012

Posted on December 7, 2012 by macromon

The BLS reported nonfarm payrolls came in way above consensus led by job creation in the retail sector.  Construction continues to disappoint.  Hats off to Nomura for nailing the number.  Spot on! Here’s the BLS, Total nonfarm payroll employment rose … Continue reading →

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DAX and CAC Break Out

Posted on December 6, 2012 by macromon

The girls with the Draghi Tattoo are breaking out. That is,  the German DAX and French CAC stock indexes are making  new highs.   Ever since the ECB’s Mario Draghi  “whatever it takes to preserve the euro” speech,  these markets have performing … Continue reading →

Posted in France, Germany, Global Stock Performance | Tagged , , , , , | 2 Comments