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Monthly Archives: February 2017
Boeing 787 Dreamliner = Globalization
Interesting graphic below illustrating the outsourcing of Boeing’s 787 Dreamliner as President Trump touted his “buy American” mantra today as he stood in front of the airplane at the Boeing’s South Carolina plant. “We want products made by our workers … Continue reading
Why pension funds invest in EM debt – FT
Published on Feb 15, 2017 Mark Fawcett, chief investment officer of the UK’s National Employment Savings Trust, discusses the outlook for emerging market debt with Owen Walker. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI .
Inflation Runs Hot, Hot, Hot
CPI out this morning, up 0.6 percent for January, more than double the 0.3 percent that was expected. The hottest number since February 2013. The main culprit was the rise in the cost of gasoline, which accounted for half the … Continue reading
COTD: Size of U.S. Economy v Europe
Source: Independent
Oil and gas discoveries, China capital controls – FT
Seb Morton-Clark has Monday’s top stories from around the world, including oil and gas discoveries at a 60-year low, China reassuring on capital controls and Canadian PM Justin Trudeau meeting US president Donald Trump. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI
Posted in China, Crude Oil, Uncategorized
Tagged China Capital Controls, Crude Oil, Gas
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QOTD: Ambiguous China Policy
It used to be said that Ronald Reagan’s “Red China” policy was driven by Nancy: “don’t serve it on a green table cloth.” President Trump’s policy? Yet to be determined. …U.S.-China relations remain in the Schrodinger’s cat-like state they … Continue reading
French Oat-German Bund 10-year Spread
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Posted in Eurozone Sovereign Spreads, Politics, Uncategorized
Tagged France Elections, Oat-Bund Spread
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Global Risk Monitor – February 10
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor
Tagged 10-year relative performance, bonds, commodiites, Currencies, Global equity markets, Stocks
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Global Macro Monitor 