Category Archives: BRICs

Brazil PMI Posts First Expansion Since May

Posted on February 1, 2012 by macromon

From today’s Markit release, January data showed an improvement in Brazilian manufacturing sector business conditions, with both output and new orders rising since December. Although only modest, the improvement in operating conditions was in contrast to the deteriorations reported in … Continue reading →

Posted in BRICs, Economics | Tagged | 1 Comment

Can Petrobras Breakout?

Posted on January 16, 2012 by macromon

Petrobras  is one stock we’re monitoring closely in 2012.  One of the largest company’s in world, its stock has has moved to the upper bound of the well defined two month trading range between $24 and $28.50.   The stock was … Continue reading →

Posted in BRICs, Equities | Tagged , , , | 1 Comment

HSBC Brazil PMI Shows Weakest Deterioration Since Decline

Posted on January 3, 2012 by macromon

“The main message from the latest HSBC Manufacturing PMI index is that the deterioration in Brazil’s manufacturing sector business conditions continued to ease in December. The headline index remains just under the 50.0 waterline (49.1), indicating that the sector is … Continue reading →

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Viva Brasil! Overtakes UK in economic league table

Posted on December 27, 2011 by macromon

Congrats to one of our favorite countries to work and play!   The land of our favorite dental floss,  beautiful women,  great food,  world class football,  the 2014 World Cup, 2016 Olympics, and, of course, our good friend,  Amenio Fraga! … Continue reading →

Posted in BRICs | Tagged , , | 2 Comments

The Cult of Putin

Posted on November 27, 2011 by macromon

(click here if video is not observable)

Posted in BRICs, General Interest, Politics, Video | Tagged , | Leave a comment

The Biggest Bubble in History?

Posted on November 14, 2011 by macromon

We are baffled by the analysis of the analyst community, some, of which, are not so analytical.  They say that  Europe’s fundamental problem is that it  has a central bank which is unwilling to monetize sizeable debt maturities which bondholders … Continue reading →

Posted in Black Swan Watch, Bonds, BRICs, Budget Deficit, Commodities, Credit, Currency, Euro, Monetary Policy, PIIGS, Sovereign Risk, State and Local Government | Tagged , , , , , , , | 17 Comments

Russia reluctant to help euro zone bailout

Posted on November 7, 2011 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, BRICs, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

Brazil’s Roussef warns Europe on austerity

Posted on October 4, 2011 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, BRICs, Euro, PIIGS, Policy, Sovereign Debt, Sovereign Risk | Tagged , , , | Leave a comment

Gold Dispensing ATMs Arrive in China

Posted on October 1, 2011 by macromon

Here’s something the Chinese can celebrate on their National Day, the celebration of the 62nd year of the communist party’s rise to power.  These machines are made in Germany and  illustrate the growing influence of China as a destination of … Continue reading →

Posted in BRICs, China, Gold | Tagged , | Leave a comment

Third Macro Panda Huffs and Puffs…

Posted on September 29, 2011 by macromon

Over the weekend we posted a piece on the three McBears weighing on global markets.  As all eyes continue to focus on Europe the third macro bear — China — is beginning to growl a little louder.   Greece is no … Continue reading →

Posted in Black Swan Watch, BRICs, China, Credit, Equities | Tagged , | Leave a comment