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Author Archives: macromon
Who is most exposed to China slowdown? – FT
The countries most exposed to China’s slowing economy are not necessarily those you’d expect. Nikolaos Panigirtzoglou, global market strategist with JPMorgan Investment Bank, talks to the FT’s capital markets editor Dan McCrum about the banking, investment and trade links that … Continue reading
Daily Risk Monitor – September 22
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Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global Equities, Performance, Stocks
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US Sector ETF Performance – September 22
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VW exemplifies regulatory action threat – FT
James Mackintosh on stock picking and oil impact Analysing companies in terms of their exposure to factors such as oil, the dollar or the economic cycle is popular. James Mackintosh, investment editor, says Volkswagen is another example of a growing … Continue reading
Daily Risk Monitor – September 21
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Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global Equities, Performance, Stocks
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US Sector ETF Performance – September 21
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Has Opec’s strategy slowed US shale output? – FT
The price rout has led the leading energy forecasters to cut expectations for non-Opec crude output and increase their demand estimates for Opec oil. The FT’s Neil Hume and Anjli Raval discuss the outlook for oil production and the price … Continue reading
Daily Risk Monitor – September 18
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Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global Equities, Performance, Stocks
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US Sector ETF Performance – September 18
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Wolf’s Fed Verdict – FT
The Federal Reserve’s decision not to raise rates sparked a negative reaction from stock markets, and complaints from investors. Martin Wolf, in conversation with John Authers, defends the Fed’s decision. For more video content from the Financial Times, visit http://www.FT.com/video … Continue reading
Global Macro Monitor 