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Author Archives: macromon
US Sector ETF Performance – September 4
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Greenspan conundrum in reverse – FT
The emerging market savings glut may be over as countries raid their reserves to stabilise their currencies. James Mackintosh, investment editor, examines the threat to US bonds and whether the effect on bond yields of a Fed rate rise might … Continue reading
The Decline of Global Liquidity
We are not writing much these days, but here’s a repost from last December that we got half right x/ pick up in global growth. Add China to that list as they defend their exchange rate against massive capital outflows. … Continue reading
Daily Risk Monitor – August 28
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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 – August 28
(click here if charts are not observable)
China’s black Monday — fallout and Fed – FT
What heralded Chinese stock collapse and return to data watch Perhaps China’s black Monday should not have been such a shock. As calm returns to markets, the FT’s Elaine Moore and Roger Blitz discuss what led up to the collapse … Continue reading
Daily Risk Monitor – August 27
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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 – August 27
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Are market bears just cuddly pandas – FT
James Mackintosh on rally after China dip The retreat in equities may have been triggered by China but markets moved so rapidly because investors were overly complacent. James Mackintosh, investment editor, questions the forces pushing for a deeper drop and … Continue reading
Daily Risk Monitor – August 26
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Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global Equities, Performance, Stocks
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Global Macro Monitor 