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Monthly Archives: November 2014
Wall Street is back – FT
John Authers reports from New York on the remarkable rise of the US stock market. Traders are betting that the US economy will roar ahead, even as the rest of the world stays in the doldrums. Can they be right? … Continue reading
US Sector ETF Performance – November 24
(click here if charts are not observable)
Daily Risk Monitor – November 24
Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
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U.S. service sector business activity slows
Markit reported its flash PMI for the U.S. service sector this morning, coming in at 56.3 and softer than the expectation of 57.3, The seasonally adjusted Markit Flash U.S. Services PMI™ Business Activity Index – which is based on approximately … Continue reading
Ifo Business Climate in Germany
The Ifo Business Climate Index for industry and trade in Germany rose in November to 104.7 points from 103.2 points in October. The business climate previously deteriorated six times in a row. Assessments of the current business situation are slightly … Continue reading
Picture of the Day
Perfection. (click here if picture is not observable)
Weekend Lecture: Structural Opportunities in the US Economy
Speaker: Jason Furman Chair: Professor John Van Reenen Recorded on 5 November 2014. Jason Furman’s talk will focus on the three major structural opportunities that he sees in the US economy: the slowdown in health costs; the boom in energy; … Continue reading
US Sector ETF Performance – November 21
(click here if charts are not observable)
Daily Risk Monitor – November 21
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Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
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Iron ore put through the mill – FT
Lex’s Robert Armstrong and Joseph Cotterill discuss the impact on miners such as Rio Tinto and BP Billiton of the large drop in the iron ore price, and whether this creates value in the falling shares. Make better investment decisions … Continue reading
Global Macro Monitor 