Monthly Archives: January 2013

Daily Interest Rate Monitor – January 25

Posted on January 25, 2013 by macromon

(click here if table is not observable)

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Weekly Eurozone Watch

Posted on January 25, 2013 by macromon

Key Data Points German 10-year Bund 8 bps higher; France 9 bps wider to the Bund; Belgium 11 bps wider; Ireland 1 bp tighter; Italy 4 bps tighter; Spain 9 bps wider; Portugal 1 bp wider; Greece 72 bps tighter; … Continue reading →

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Federal Reserve Assets Top $3 Trillion

Posted on January 24, 2013 by macromon

The Fed’s balance sheet just topped $3 trillion for the first time ever according to the Wall Street Journal, The U.S. Federal Reserve‘s balance sheet topped $3 trillion for the first time as the central bank continued with its easy-money … Continue reading →

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Spain’s Unemployment Rate Increases to 26%

Posted on January 24, 2013 by macromon

(click here if video is not observable)

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Daily Interest Rate Monitor – January 24

Posted on January 24, 2013 by macromon

(click here if table is not observable)

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Apple Collapses After the Bell

Posted on January 23, 2013 by macromon

Apple is down almost $60, more than 10 percent,  after a disappointing earnings release.   The market just can’t handle the negative second derivative of earnings and revenue growth. It’s stunning to think how fast Apple has gone from a great … Continue reading →

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Daily Interest Rate Monitor – January 23

Posted on January 23, 2013 by macromon

(click here if table is not observable)

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Quote of the Day: Good Investing

Posted on January 23, 2013 by macromon

…buy some good stock, and hold it till it goes up, then sell it. If it don’t go up, don’t buy it. – Will Rogers,  NY Times, November 1, 1929

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Stratfor: China’s Expanding Maritime Claims

Posted on January 22, 2013 by macromon

This is really good stuff and what we see as the biggest swan risk of 2013 “China is using its presence to make a case in any future international mediation that possession is nine- tenths of the law and China … Continue reading →

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Trannies Leading Crude Oil Higher

Posted on January 22, 2013 by macromon

We’ve posted (see here) how the Dow Jones Transportation Index can be a leading indicator for the downside direction of crude.   It makes sense as the transportation sector consumes over 70 percent of U.S.  petroleum production and imports.  See chart. … Continue reading →

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