Author Archives: macromon

If Houses Traded Like Bonds

Posted on September 5, 2013 by macromon

As the 10-year Treasury yield approaches 3 percent let’s take a look at the recent spike in mortgage rates and its micro impact on the housing market and average home buyer. The chart below shows 30-year fixed mortgage rates have … Continue reading →

Posted in Housing | Tagged , , | 4 Comments

Daily Risk Monitor – September 4

Posted on September 4, 2013 by macromon

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

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Inside Janet Yellen’s brain – Reuters TV

Posted on September 4, 2013 by macromon

As President Obama considers the Federal Reserve vice chair for the central bank’s top position, researcher Aaron Menenberg uses what Janet Yellen says to develop a psychological profile. (August 30th, 2013) – Reuters TV (click here if video is not … Continue reading →

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U.S. Sector ETF Performance – September 4

Posted on September 4, 2013 by macromon

(click here if charts are not observable)

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Consumer Driven Disruptive Tech – MIT Technology Review

Posted on September 3, 2013 by macromon

Good stuff from MIT’s Technology Review (click here if video is not observable)

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Daily Risk Monitor – September 3

Posted on September 3, 2013 by macromon

The U.S. equity market couldn’t hold the open and India continues to melt. Click on table to enlarge and for better resolution (click here if table is not observable)

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U.S. Sector ETF Performance – September 3

Posted on September 3, 2013 by macromon

(click here if charts are unobservable)

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Still Panda Bears

Posted on September 3, 2013 by macromon

The FT video below  does good job explaining China’s continued addiction to debt. This is why we remain bears on China even as the recovery in the country’s manufacturing sector accelerates (apparently). Monetary policy and the financial sector are still … Continue reading →

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Daily Risk Monitor – September 2

Posted on September 2, 2013 by macromon

Strong PMIs out of China and Europe drove equities higher.   Brazil’s BOVESPA ramped over 3 percent with the manufacturing PMI, though still contracting, rising to 49.4 from 48.5 in July.   S&P500 futures were up about one percent in GLOBEX.  Nothing … Continue reading →

Posted in Daily Risk Monitor | 1 Comment

The Week Ahead – Economist

Posted on September 1, 2013 by macromon

World Economic Calendar (click here if video is not observable)

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