Monthly Archives: August 2014

60 seconds on the Japanese economy – FT

Posted on August 13, 2014 by macromon

After growing in the first quarter, Japan’s gross domestic product fell sharply in the second quarter. In one minute, the FT’s Jonathan Soble explains why. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not … Continue reading →

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Chinese Stocks Consolidating July Gains

Posted on August 12, 2014 by macromon

The Shanghai Composite continues to consolidate its July gains and trade above a key technical level.   This is one the most interesting markets, in our opinion,  and could be the recipient of new inflows.   The relaxation of monetary conditions  … Continue reading →

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US Sector ETF Performance – August 12

Posted on August 12, 2014 by macromon

(click here if charts are not observable)

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Daily Risk Monitor – August 12

Posted on August 12, 2014 by macromon

Click on table to enlarge and for better resolution (click here if table is not observable)

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Where the US economy is headed – FT

Posted on August 12, 2014 by macromon

Cardiff Garcia, US Alphaville editor, talks to James Sweeney, chief economist at Credit Suisse investment bank, about the outlook for the US economy, monetary policy and asset markets. For more video content from the Financial Times, visit http://www.FT.com/video (click here … Continue reading →

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US Sector ETF Performance – August 11

Posted on August 11, 2014 by macromon

(click here if chart is not observable)

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Daily Risk Monitor – August 11

Posted on August 11, 2014 by macromon

Click on table to enlarge and for better resolution (click here if table is not observable)

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Russell Turns Up

Posted on August 9, 2014 by macromon

The Russell 2000, which was selling off while the S&P500 was making new highs, is behaving better and worth watching here as it has turned up before the other indices (see chart).  Whether this is just short covering or a … Continue reading →

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China in Bull Market

Posted on August 9, 2014 by macromon

Barron’s is reporting the seven year bear market in China is over as stocks have rallied 20 percent off their March lows. Francis Cheung, China strategist for CLSA in Hong Kong, notes that other factors are channeling money toward China. … Continue reading →

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Shale Plays

Posted on August 9, 2014 by macromon

Great article and graphic in Monday’s Investor’s Business Daily about the country’s shale plays and how Texas is becoming a top oil producing region. Oil coaxed from the rapidly developing Eagle Ford and Permian Basin production areas recently lifted the … Continue reading →

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