Author Archives: macromon

So far, so good for Brazil – FT

Good piece. Fears that Brazil’s infrastructure would be overwhelmed have so far proven overblown. There have been some flight cancellations, poor communications at some games and other problems, but the FT’s Brazil bureau chief Joseph Leahy reports that generally things … Continue reading →

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U.S. Sector ETF Performance – June 27

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Daily Risk Monitor – June 27

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Nike Beats

Nike beat estimates and is trading up 3.6 percent in the after hours session.  We picked up a small position thinking it should take out its high at $80.26 in the next few days. Here’s an interesting breakdown of sales … Continue reading →

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U.S. Sector ETF Performance – June 26

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Daily Risk Monitor – June 26

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Euro Debt Constraining Growth – FT

Ralph Atkins, the FT’s capital markets editor, discusses high private sector debt levels in the eurozone with Moritz Kraemer, S&P’s chief sovereign ratings officer. Mr Kramer says Europe is ‘in for the long haul’ on debt deleveraging. For more video … Continue reading →

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U.S. Sector ETF Performance – June 25

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Daily Risk Monitor – June 25

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U.S. Sector ETF Performance – June 24

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