Monthly Archives: January 2013

Weekly Eurozone Watch

Posted on January 18, 2013 by macromon

Key Data Points German 10-year Bund 3bps lower; Belgium 7 bps wider to the Bund; Ireland 14 bps tighter; Italy 6 bps wider; Spain 22 bps wider; Portugal 6 bps tighter; Greece 69 bps tighter; Large Eurozone banks  -2.0 to … Continue reading →

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

Lagarde on debt ceiling, bank liquidity and paths to growth

Posted on January 17, 2013 by macromon

IMF Managing Director Christine Lagarde talks to Chrystia Freeland, editor of Thomson Reuters Consumer News, about the challenges of regulatory arbitrage, the need to promote job-based economic growth and the dire dangers from the U.S. debt ceiling fight.   – ReutersTV … Continue reading →

Posted in Economics, Video | Tagged , , | 1 Comment

Dollar-Yen Trades Above 90

Posted on January 17, 2013 by macromon

The dollar/yen traded with a 90 handle today its highest level since June 2010.   Probably the most popular macro trade of 2013,  the move has been supercharged by the country’s deteriorating balance of trade and expectations the Bank of Japan … Continue reading →

Posted in Currency, Japan | Tagged , , , | 1 Comment

Daily Interest Rate Monitor – January 17

Posted on January 17, 2013 by macromon

(click here if table is not observable)

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FAA temporarily grounds Boeing 787s, stock hammered in AH

Posted on January 16, 2013 by macromon

The Federal Aviation Administration just announced it will ground the Boeing 787  Dreamliner passenger jet after another battery failure that forced an emergency landing in Japan.   They gave no details on how long but said the lithium ion batteries were … Continue reading →

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eBay Trends

Posted on January 16, 2013 by macromon

eBay reported earnings after the bell beating top line estimates (see here for presentation).  They delivered organic y/y revenue growth of 19 percent, very impressive in such current sluggish macro environment.   We’re thinking the market rewards revenue growers. This … Continue reading →

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Stratfor: China’s Dynastic Cycle

Posted on January 16, 2013 by macromon

Excellent video from Stratfor.  Huge return on the investment of three minutes of your time. Stratfor’s Vice President of East Asia Analysis Rodger Baker discusses the historical cycle of China’s dynastic territorial expansion and contraction and explains how this pattern … Continue reading →

Posted in China | Tagged , , | 3 Comments

Daily Interest Rate Monitor – January 16

Posted on January 16, 2013 by macromon

(click here if table is not observable)

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Venezuela Leadership Concerns

Posted on January 15, 2013 by macromon

It was just three months ago that a majority of Venezuelans re-elected their charismatic and controversial president – only to see his cancer return. At the Quinta Crespo Market in Caracas, people go about their business as usual, even in … Continue reading →

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Daily Interest Rate Monitor – January 15

Posted on January 15, 2013 by macromon

  (click here if table is not observable)

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