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Author Archives: macromon
The Bond Gold Correlation
We have written quite a bit about the dynamics driving the gold market. See here and here. As the short covering rally in the bond appears over and the Fed ramps up for more rate hikes, global PMIs and inflation … Continue reading
Trump & Le Pen compared in 90 seconds – FT
Gideon Rachman, the FT’s chief foreign affairs commentator, compares the movements behind US president Donald Trump and French presidential candidate Marine Le Pen – in 90 seconds. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs
Posted in Euro, Eurozone Sovereign Spreads, France, Politics
Tagged FT, Gideon Rachman, Le Pen, Trump
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German bond yields at new low – FT
The FT’s Jamie Chisholm highlights what to watch in markets on Friday, with German bond yields at a fresh low, the All-World index finishing the week at its best ever level and the price of gold at its highest since … Continue reading
COTD: World’s Largest Employers
Source: Business Insider
French Oat-German Bund 10-year Spread
To assess Ms Le Pen’s chance of victory, The Economist has compiled current and historic French presidential polls, and used them to build a statistical prediction model. We find that if the first round were held today, Ms Le Pen … Continue reading
Posted in Eurozone Sovereign Spreads, Politics
Tagged 10-year Oat Bund spread, France Elections
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Global Risk Monitor – February 24
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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Circus Trumps Politic
A thousand people in the street Singing songs and carrying signs Mostly say, hooray for our side – Buffalo Springfield, 1967 File this one under political analysis. Not partisan as we try to keep our politics out of our analysis. … Continue reading
Posted in Politics, President Trump, Uncategorized
Tagged Electoral College, Politics, Trump
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More On Algo and Robot Trading – Tedx Talks
Dated, but a must view. .
