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Monthly Archives: April 2018
Mexico: Obrador holds 11-point lead
MEXICO CITY – Mexican leftist candidate Andrés Manuel López Obrador has a nearly 11 percentage point lead over his closest rival ahead of the July presidential election, a poll published by newspaper El Universal on Monday showed. López Obrador has capitalized on … Continue reading
Posted in Mexico, Politics, Uncategorized
Tagged El Universal, Mexico, Obrador, Polls, Presidential Election
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Tweet of the Day: Russian Sanctions
Russia's RTS index in USD fell 11.4% today. https://t.co/dPvacU0N7k — Anders Åslund (@anders_aslund) April 9, 2018 Word from a businessman in Moscow today: "the sanctions have hit home to say the least. There is a sense of confused panic here. … Continue reading
Week in Review – April 6
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Posted in Uncategorized, Week in Review
Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks, Week in Review
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Global Risk Monitor – April 6
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Off The Desk…
Expect a big move, it never fails! See you next week.
Key Levels You Need To Know
The S&P500 sliced through its 200-day moving average like a “hot knife through budda’” today. It’s the first close below the 200-day in almost two years. Significant. The next stop is the February 9th intraday low at 2532.69, the Maginot … Continue reading
Posted in Equities, Uncategorized
Tagged 200-day moving average, Equities, JFK-Trump analog, Reovery, S&P500
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Cleveland Fed Dishes On Yield Curve Signal
Check out the latest from the Cleveland Fed president, Loretta Mester: Mester advised that there is “no evidence” for thinking that a flatter curve signals a weaker economy at this time, Reuters reported. She added that “structural factors,” such as bond-buying by central … Continue reading
Posted in Bonds, Fed, Monetary Policy, Uncategorized
Tagged Fed, Monetary Policy, Operation Twist, QE, Yield Curve
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The Looming Donnybrook Between Cyclical & Structural
This next quarter is going to be a major battle between the cyclical bulls and structural bears. Cyclical Bulls The bulls have the strength of current earnings, which may, or may not be priced (probably the later as the market is … Continue reading
