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Monthly Archives: April 2017
French Oat-German Bund 10-year Spread
The Oat-Bund 10-year spread came in almost 20 bps after last Sunday’s first round of the French presidential election. The Euro strengthened v. the dollar about 1 1/2 percent and was up about 2.3 percent for the month of April. … Continue reading
Posted in Eurozone Sovereign Spreads, France, Uncategorized
Tagged France Elections, Oat-Bund Spread
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Global Risk Monitor – April 28
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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COTD: Where Your Tax Dollars Go
More than half of every dollar went to health care, military last year – MarketWatch .
QOTD 2.0: More Inflation Cometh
The question is: Has the aircraft carrier of rising global inflation finally left port? Big fiscal stimulus planned in U.S. with labor shortages. Hmm…. And tariffs on imports increasing. Even China has reversed its deflationary forces. You know when aircraft … Continue reading
Posted in Euro, Fiscal Cliff Monitor, Inflation/Deflation, Uncategorized, US Releases
Tagged Europe, Inflation
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QOTD: Inflation Cometh
The key takeaway from this morning’s punk GDP report: Meanwhile, Inflation advanced at a 2.4% annual pace in the first quarter, according to the personal-consumption expenditures, or PCE index. The PCE index–the preferred inflation gauge of the Federal Reserve–easily topped … Continue reading
The Chart That Floats Overvaluation
We hear a lot these days about how all assets are overvalued. Very and don’t disagree. Lots of gurus and big money managers engaging in market crash talking. Doubt it, but could be wrong. Too much liquidity and cash in … Continue reading
Will France Launch The Molotov Cocktail?
The Oat-Bund 10-year spread came in almost 10 bps last week. The Euro rallied a little over 1 percent. A disillusioned and highly undecided French electorate head to the polls tomorrow to choose the two candidates (unless one wins an … Continue reading
Global Risk Monitor – April 21
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Global Macro Monitor 