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Author Archives: macromon
Bear case for US equities – FT
Mean reverting profit margins? Stay tuned. John Authers on the case for the US equity bears in 2015: profit margins must surely fall, the labour market is not as strong as it looks, and rates will probably rise. For more … Continue reading
US Sector ETF Performance – December 29
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Daily Risk Monitor – December 29
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Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
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Reading the 2014 flows – FT
Investors this year have been keen on the US but have given up on Europe. Markit analyst Simon Colvin explains to capital markets editor Ralph Atkins that despite this, delving into more granular ETF flows, investors were less risk averse, … Continue reading
Russell 2000 At New All Time High
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US Sector ETF Performance – December 23
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Daily Risk Monitor – December 23
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Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global Equities, Performance, Stocks
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Ten-year view of the markets – FT
The S&P 500 has set a new all-time closing high, completing a turnaround from its 5 per cent fall earlier this month. John Authers talks to Tony Werley of JPMorgan Asset Management about predictions for the next ten years – … Continue reading
US Sector ETF Performance – December 22
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Daily Risk Monitor – December 22
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Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global equity markets, Peformance, Stocks
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Global Macro Monitor 