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

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US Sector ETF Performance – April 20

( (click here if charts are not observable)

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Daily Risk Monitor – April 20

Click on table to enlarge and for better resolution (click here if table is not observable)

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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

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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)

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US Sector ETF Performance – April 17

(click here if charts are not observable)

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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)

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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

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US Sector ETF Performance – April 16

(click here if charts are not observable)

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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)

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