Monthly Archives: March 2013

Jeremy Grantham on Charlie Rose – Must View

Posted on March 13, 2013 by macromon

This is a must view, folks. The first half of the interview, which aired yesterday, is dominated by a discussion of the natural resource constraints the world will be facing in the next decade. The real macro gems begin at … Continue reading →

Posted in Interviews, Video | Tagged , , , | 4 Comments

The Chart: Construction Employment

Posted on March 13, 2013 by macromon

Here is THE CHART which encapsulates the bullish cyclical macro story in the U.S. and illustrates how monetary policy is really starting to gain some traction in the real economy.  With 150K jobs created in the past five months the … Continue reading →

Posted in Employment | Tagged , , , | 3 Comments

Daily Interest Rate Monitor – March 13

Posted on March 13, 2013 by macromon

The “Great Rotation” continues and we’re not talking about the out of bonds into stocks trade.   Clearly hedge funds have sold (are selling)  commodities and money is coming out emerging markets into U.S. big cap stocks.   These capital flows … Continue reading →

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Bundesbank’s frosty outlook

Posted on March 12, 2013 by macromon

The head of Germany’s central bank is warning the eurozone crisis is not over and governments must tackle the roots of their troubles with reforms – pointing the finger particularly at Italy, Cyprus and France. http://www.euronews.com/ (click here if video … Continue reading →

Posted in France, Germany, Italy | Tagged , , | Leave a comment

Daily Interest Rate Monitor – March 12

Posted on March 12, 2013 by macromon

(click here if table is not observable)

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Stratfor: Japan’s Geographic Challenge

Posted on March 11, 2013 by macromon

Stratfor examines Japan’s primary geographic challenge of sustaining its large population with little arable land and few natural resources. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

Posted in Geopolitical, Japan | Tagged , , | Leave a comment

Daily Interest Rate Monitor – March 11

Posted on March 11, 2013 by macromon

(click here if table is not observable)

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Overbought and Oversold Markets – March 8

Posted on March 9, 2013 by macromon

The Relative Strength Index (RSI) is a momentum oscillator that measures the speed and change of price moves. The RSI moves between zero and 100 and is considered overbought with a reading above 70 and oversold when below 30.  Note … Continue reading →

Posted in Overbought Markets | Tagged , , , , , | 4 Comments

Global Trend Indicators

Posted on March 9, 2013 by macromon

(click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , | 2 Comments

Week in Review

Posted on March 9, 2013 by macromon

(click here if charts are not observable)

Posted in Week in Review | Tagged , , , , , , , , | 1 Comment