Monthly Archives: January 2015

Homebuilders Breaking Out

Posted on January 8, 2015 by macromon

After a year of doing nothing – up 2.46 percent in 2014 -,  the homebuilders  ETF (XHB) is breaking out. (click here if chart is not observable)

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US Sector ETF Performance – January 7

Posted on January 7, 2015 by macromon

(click here if charts are not observable)

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Daily Risk Monitor – January 7

Posted on January 7, 2015 by macromon

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

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One Unintended Consequence of QE

Posted on January 7, 2015 by macromon

Over the holidays we were reviewing previous posts on QE and financial repression.   Though posted almost 4 years ago, we thought this is very appropriate and timely to today’s macro climate. One danger of the lack of price discovery [in … Continue reading →

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US Sector ETF Performance – January 6

Posted on January 6, 2015 by macromon

(click here if charts are not observable)

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Daily Risk Monitor – January 6

Posted on January 6, 2015 by macromon

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

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Martin Wolf on global debt overhang

Posted on January 6, 2015 by macromon

FT chief economics commentator Martin Wolf discusses global debt sustainability with Gavyn Davies, chairman of Fulcrum Asset Management. They point out the improving situation in the US and UK, but are concerned about the eurozone periphery and China. For more … Continue reading →

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US Sector ETF Performance – January 5

Posted on January 5, 2015 by macromon

(click here if charts are not observable)

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Daily Risk Monitor – January 5

Posted on January 5, 2015 by macromon

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

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‘Grexit’ reloaded? – Euronews

Posted on January 5, 2015 by macromon

(click here if video is not observable)

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