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Monthly Archives: January 2017
Securing the Presidential Inauguration – Stratfor
Stratfor Chief Security Officer Fred Burton examines the sophisticated interagency coordination involved in providing security for the approaching inauguration ceremony. For more analysis, visit: http://www.Stratfor.com
How Are Those “Crowded Trades” Doing?
We take a look here at what BofA/Merrill Lynch has surveyed as the “most crowded trades” in the market. Most are taking on water as the crowd is leaning to the same side of the boat. Big losses for Japanese … Continue reading
Posted in Currency, Dollar, Equities
Tagged Crowded Trades, dollar, Dollar Index, Japanese Yen, Russell 2000, U.S. Tech, XLK
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What’s Behind the Gold Rally?
Short covering in the bond market. Don’t believe it? Check out the chart below. Gold is up 7.7 percent since the December 15 low the same day the 10-year Treasury yield peaked at 2.60 percent. Why are Treasuries rallying? … Continue reading
Bond Market Conundrum 2.0? And U.S. Treasuries Held By Foreigners
The ginormous table below of foreign holdings of U.S. Treasury securities compliments Friday’s post, TOTD: Who Owns The Treasury Market? First some background, a few caveats about the data, some thoughts on how the U.S. became so dependent on foreign financing … Continue reading
Reagan-Trump S&P500 Analog
Trump rally holding. Now outperforming Reagan’s S&P by 3.13 percent after 47 days from election day. Meaningless in terms of predicting future performance. But, fun, no?
Global Risk Monitor – January 13
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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USA vs CHINA – BBC 2016 (Must View)
Things are starting to heat up in the Taiwan Straight and only to get hotter under the Trump Administration. This BBC video is great background. China’s foreign ministry hit back in a statement advising Trump, a billionaire property tycoon who … Continue reading
Watch This Space: Oat-Bund Spread
Posted in Bonds, Eurozone Sovereign Spreads, Uncategorized
Tagged France, Germany, Oat-Bund Spread
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TOTD: Who Owns The Treasury Market?
(TOTD = Table of the Day)
Global Macro Monitor 