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Author Archives: macromon
Ifo Business Climate in Germany
The Ifo Business Climate Index for industry and trade in Germany rose in November to 104.7 points from 103.2 points in October. The business climate previously deteriorated six times in a row. Assessments of the current business situation are slightly … Continue reading
Picture of the Day
Perfection. (click here if picture is not observable)
Weekend Lecture: Structural Opportunities in the US Economy
Speaker: Jason Furman Chair: Professor John Van Reenen Recorded on 5 November 2014. Jason Furman’s talk will focus on the three major structural opportunities that he sees in the US economy: the slowdown in health costs; the boom in energy; … Continue reading
US Sector ETF Performance – November 21
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Daily Risk Monitor – November 21
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Posted in Daily Risk Monitor
Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
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Iron ore put through the mill – FT
Lex’s Robert Armstrong and Joseph Cotterill discuss the impact on miners such as Rio Tinto and BP Billiton of the large drop in the iron ore price, and whether this creates value in the falling shares. Make better investment decisions … Continue reading
US Sector ETF Performance – November 20
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Daily Risk Monitor – November 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 equity markets, Performance, Stocks
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Philly Fed’s highest reading since December 1993
The Philadelphia Federal Reserve reported its Business Outlook this morning, The survey’s broadest measure of manufacturing conditions, the diffusion index of current activity, increased from 20.7 in October to 40.8 this month and has now been positive for nine consecutive … Continue reading
Posted in Economics
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Reforming South Korea’s chaebol – FT
South Korea’s corporate model of tightly knit companies that act in concert under family control is under scrutiny after Hyundai’s $10bn purchase of a plot of land in Seoul’s Gangnam district. The FT’s Simon Mundy weighs the model’s pros and … Continue reading
