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Yearly Archives: 2017
America-first and the dollar-yen trade – FT
The FT’s Leo Lewis looks at how uncertainty over US President Donald Trump’s America First policy affects the dollar-yen currency trade. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI
Posted in Japan, Policy, Politics, Uncategorized
Tagged America First, Dollar Yen, FT, Trump
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The Transition Trade
Nice chart (hat tip King David over at thinkinthemoring.com) from Wall Street Journal on the return of the Dow Jones after election day to the inauguration of presidents all the way back to McKinley when the Dow index was created. … Continue reading
Posted in Equities, Politics
Tagged Dow Jones Return, Herbert Hoover, Presidential Transitions, Returns, The Dow Jones, Transition
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Reagan-Trump S&P500 Analog
We continue to track the meaningless (in terms of projecting trajectory) Reagan-Trump S&P500 analog. At their respective inaugurations, the Trump S&P is outperforming Reagan by 4.4 percent. Note, Trump was inaugurated 51 trading days after the election whereas Reagan’s inauguration … Continue reading
French Oat-German Bund 10-year Spread
Stabilizing at around 50 bps. Who will be elected president of France in 2017? https://t.co/NZvm7HNJXe via @PredictIt_ — Gregor Samsa (@macromon) January 22, 2017
Posted in France, German Bund, Germany, Politics, Uncategorized
Tagged France Elections, French Oat, German Bund
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US Sector ETF Performance – Jan 13
Posted in Daily Risk Monitor, Sector ETF Peformance, Uncategorized
Tagged Performance, Sector ETFs
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Global Risk Monitor – January 20
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, commodi, Currencies, Global equity markets, Performance, Stocks
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You’re Hired!
S0urce: Economist
Obama’s Bull Market
Posted in Equities
Tagged bull market, Dow Jones Industrial Average, Obama, Stock Returns
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The Dow of the Inaugural and First 100 Days
We quickly put together a table of the return on the Dow Jones Industrials Average after the first 100 days of presidential administrations, the return on their Inauguration Day, and the return the day before the inaugural going back to … Continue reading
Posted in Uncategorized
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Why Money Keeps Flowing Out of China – Bloomberg
Published on Jan 18, 2017 The outflow of Chinese capital hasn’t abated in the last few years, as a weak Yuan and slew of other hindrances perpetuate losses. QuickTake Q&A explains how these pressures continue to take a toll on … Continue reading
Global Macro Monitor 