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Recent Posts
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Monthly Archives: September 2013
Low ECB Rates For An “Extended Period”
Here’s why they hammered the Euro today: The risks surrounding the economic outlook for the Euro area continue to be on the downside…the key ECB interest rates to remain at present or lower levels for an extended period of time. … Continue reading
U.S. Sector ETF Performance – September 5
(click here if charts are unobservable)
Posted in Sector ETF Peformance
Tagged Consumer Discretionary, Energy, Health Care, Sector ETF, Staples
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If Houses Traded Like Bonds
As the 10-year Treasury yield approaches 3 percent let’s take a look at the recent spike in mortgage rates and its micro impact on the housing market and average home buyer. The chart below shows 30-year fixed mortgage rates have … Continue reading
Daily Risk Monitor – September 4
Click on table to enlarge and for better resolution (click here if table is not observable)
Inside Janet Yellen’s brain – Reuters TV
As President Obama considers the Federal Reserve vice chair for the central bank’s top position, researcher Aaron Menenberg uses what Janet Yellen says to develop a psychological profile. (August 30th, 2013) – Reuters TV (click here if video is not … Continue reading
U.S. Sector ETF Performance – September 4
(click here if charts are not observable)
Posted in Sector ETF Peformance
Tagged Consumer Discretionary, Health Care, Sector ETF
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Consumer Driven Disruptive Tech – MIT Technology Review
Good stuff from MIT’s Technology Review (click here if video is not observable)
Posted in Technology, Video
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Daily Risk Monitor – September 3
The U.S. equity market couldn’t hold the open and India continues to melt. Click on table to enlarge and for better resolution (click here if table is not observable)
U.S. Sector ETF Performance – September 3
(click here if charts are unobservable)
Posted in Sector ETF Peformance
Tagged Consumer Discretionary, Energy, Healthcare, Sector ETFs
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Still Panda Bears
The FT video below does good job explaining China’s continued addiction to debt. This is why we remain bears on China even as the recovery in the country’s manufacturing sector accelerates (apparently). Monetary policy and the financial sector are still … Continue reading
Posted in China, Monetary Policy, Uncategorized
Tagged Banks, China, China Construction Bank
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Global Macro Monitor 