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Author Archives: macromon
Shanghai’s unburst bubble – FT
John Authers reports from New York on concerns that China’s stock market is a bubble that is about to burst and the growing belief that the dramatic fall in the oil price is over. For more video content from the … Continue reading
US Sector ETF Performance – April 20
( (click here if charts are not observable)
Daily Risk Monitor – April 20
Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global Equities, Performance, Stocks
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3 Numbers with Lex: Oil production — FT
Three oil factors are afoot: US shale oil production may be at a peak, oil prices are rallying and Saudi Arabia is ramping up production. Lex’s Alan Livsey analyses this and what happens when the Saudis open their spigots again. … Continue reading
Hank Paluson on Charlie Rose
Hank Paulson, former Secretary of the Treasury on his book, “Dealing with China: An Insider Unmasks the New Economic Superpower.” Click here for interview (click here if pictures are not observable)
US Sector ETF Performance – April 17
(click here if charts are not observable)
Daily Risk Monitor – April 17
Wow! Germand Bund at 8 bps. Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
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Is the dollar bull run over? – FT
The dollar bull run of the past year is reaching an end, according to long-term dollar bull David Bloom, head of foreign exchange strategy at HSBC. He explains why to Long View columnist John Authers. For more video content from … Continue reading
US Sector ETF Performance – April 16
(click here if charts are not observable)
Daily Risk Monitor – April 16
Wow! German Bund at 9 bps. Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
Leave a comment
