Author Archives: macromon

Weekend Lecture: Nick D’Aloisio on Charlie Rose

Posted on April 6, 2013 by macromon

Fascinating interview with Nick D’Aloisio, the 17-year old who just sold his mobile app, Summly,  to Yahoo for an estimated $30 million.  He’s nails a market in the age of information overload and Twitter.   Yet another another labor destroying technology. … Continue reading →

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U.S. Equity Sector ETF Weekly Performance – April 5

Posted on April 5, 2013 by macromon

Starting to see some technical breakdowns in selected sectors ETF this week. Breaking 20-day moving average XLY, XLE, XLF, XLI, XLB, XLK Breaking 50-day moving average XLE, XLI, XLB, XLK (click here if charts are not observable)

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Daily Interest Rate Monitor – April 5

Posted on April 5, 2013 by macromon

(click here if table is not observable)

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Weekly Eurozone Watch

Posted on April 5, 2013 by macromon

Key Data Points German 10-year Bund 8 bps lower; France 20 bps tighter to the Bund; Belgium 18 bps tighter; Ireland 10 bps tighter; Italy 30 bps tighter; Spain 23 bps tighter; Portugal 7 bps wider; Greece 21 bps tighter; … Continue reading →

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U.S. Employment Situation – March 2013

Posted on April 5, 2013 by macromon

Ugly employment data.   Retail hit hard hard losing 24K compared to a gain of 24K last month.  Relatively large net losses at building/materials and clothing stores.  Construction generated 18K net jobs compared to 48K last month.  Job creation in the … Continue reading →

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Central Banks (and Stock Markets) Gone Wild

Posted on April 4, 2013 by macromon

(click here if video is not observable)

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U.S. Equity Sector ETF – Daily Performance

Posted on April 4, 2013 by macromon

U.S. stocks continue to play red light green light.   The only difference is that financials and materials outperformed staples and health care.   Energy is a dog that don’t hunt. (click here if chart is not observable)

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Daily Interest Rate Monitor – April 4

Posted on April 4, 2013 by macromon

(click here if table is not observable)

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Eurozone inflation falls for third straight month

Posted on April 3, 2013 by macromon

Will this give Super Mario enough to cut rates?   The consensus is no.    Remember, ECB does not have the same full employment mandate as the Fed. (click here if video is not observable)

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Trannies and Russell Break 50-day SMA

Posted on April 3, 2013 by macromon

The recent weakness in the Transports and the Russell were confirmed by today’s sell-off in the S&P500.  Let’s see if they can reclaim 50-day and if all the buyers waiting for the sell-off step in here.  Note also the weakness … Continue reading →

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