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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Monthly Archives: April 2017
COTD: Oil Supply Breakeven Prices
Hot from the latest International Monetary Fund’s, World Economic Outlook. Looks like not many of the projects out there making money at $50 bbl. (COTD = Chart of the Day)
French Oat-German Bund 10-year Spread
The Oat-Bund yield spread widened out about 7 bps this past week. Hard left anti-EU candidate, Jean-Luc Mélenchon, is making a late charge turning the first round of the presidential election into a 4-way horse race. Though Le Penn and … Continue reading
Posted in Eurozone Sovereign Spreads, France, Uncategorized
Tagged France Elections, Oat-Bund Spread
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Global Risk Monitor – April 14
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Why the Equity Bull Market Must Continue
We have been busy crunching some very interesting data on pension funds from the most recent Federal Reserve’s, Flow of Funds Accounts. Check out the charts below. Interestingly, the last time Private and State & Local Government Pensions were fully … Continue reading
How the Life Insurance Industry Invests
Posted in Institutional Investors, Uncategorized
Tagged Investments, Life Insurance Company Industry
3 Comments
Sí!
Way to go, Sergio! Gutsy! Clutch! And on Seve’s 60th! Couldn’t write a better script. .
Posted in Uncategorized
1 Comment
The Word for Today: Thucydides Trap
The Greek historian’s metaphor reminds us of the attendant dangers when a rising power rivals a ruling power—as Athens challenged Sparta in ancient Greece, or as Germany did Britain a century ago. Most such contests have ended badly, often for … Continue reading
French Oat-German Bund 10-year Spread
The Oat-Bund 10-year spread was pretty much unchanged for the week at 65 bps. The German 10-year yield fell over 10 bps for the week. Macron is slipping a bit in first round polling, but remains way ahead in the … Continue reading
Posted in Eurozone Sovereign Spreads, France
Tagged France Elections, Le Penn, Macron
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