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Monthly Archives: March 2013
Weekend Lecture: Michael Porter w/ Charlie Rose
Excellent interview with Harvard B. School’s Michael Porter. They hit a wide range of policy issues, including health care, immigration, trade, corporate tax policy, energy development, and the fiscal deficit. Porter attempts to answer the central question: Can we [U.S.] … Continue reading
U.S. Equity Sector ETF Weekly Performance – March 8
(click here if charts are not observable)
Posted in Sector ETF Peformance
Tagged Consumer Discretionary, Energy, Industrials, Materials, Returns, Sector ETF, Staples
1 Comment
Daily Interest Rate Monitor – March 8
(click here if table is not observable)
Posted in Interest Rates
Tagged Interest rates, Nikkei, Sovereign Bond Yields, VIX, Yen
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Weekly Eurozone Watch – Markets “Revert Back”
Key Data Points German 10-year Bund 12 bps higher; France 10 bps tighter to the Bund; Belgium 11 bps tighter; Ireland 19 bps tighter; Italy 31 bps tighter; Spain 46 bps tighter; Portugal 56 bps tighter; Greece 61 bps tighter; … Continue reading
Posted in Uncategorized, Weekly Eurozone Watch
Tagged Banks, Bund, ECB, Eurozone, Italy, Mario Draghi, Sovereign Spreads, Spain
2 Comments
U.S. Employment Situation – February 2013
Strong employment data out of the BLS this morning. Construction is breaking out, something we’ve been looking for, adding 48K jobs in January, the largest monthly increase since March 2007. Now that construction employment is leading it reinforces the notion, … Continue reading
Stocks Better Than Alternatives – Economist
The Economist sums the melt up best: It is tempting to attribute the strength of the Dow to optimism about the American economy. Tempting, but wrong. Studies have shown almost no correlation between GDP growth and equity returns. Indeed, the … Continue reading
Daily Interest Rate Monitor – March 7
(click here if table is not observable)
Eurozone Sovereign Spreads Since Italy’s Election
ECB president, Mario Draghi, spoke in this morning’s press conference about how contagion has been contained in the eurozone bond markets since the Italian elections. The data are in and he is right. The markets had closed before the election … Continue reading
Posted in German Bund, Germany, Italian Yields, Italy, Sovereign Debt, Sovereign Risk
Tagged Bond Yields, Eurozone Spreads, Italy, Spain
1 Comment
Daily Interest Rate Monitor – March 6
(click here if table is not observable)
Italy’s chief executives on political change – Euronews
Good insight. Rachel Sanderson, Milan correspondent, talks to Italy’s business leaders about the country’s inconclusive election results and the structural changes they hope to see implemented once a new government is elected. In depth: Italy elections 2013 http://www.ft.com/indepth/italy-elect… (click here … Continue reading
Global Macro Monitor 