Category Archives: Charts

iPad2 expects monthly sales of 6M vs current 4M per quarter

Posted on December 17, 2010 by macromon

Taiwan’s Digitimes writes, Apple has reportedly added two additional touch panel makers, Chimei Innolux and Cando, to its touch panel supplier list for iPad 2 in addition to current suppliers Wintek, Sintek Photronics and TPK Touch Solutions due to expanding … Continue reading →

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Hang Seng Index – Indicator Species for Global Risk?

Posted on December 16, 2010 by macromon

We like to look at Hong Kong’s Hang Seng Index as the “indicator species” for global risk appetite.   Over our 25 years of trading, we have noticed that the Hang Seng tends to lead most risk markets and is … Continue reading →

Posted in Charts, China, Equities | Tagged , , , , | 21 Comments

U.S. Energy Use Flowchart

Posted on December 16, 2010 by macromon

Click chart for better resolution. A quad is a unit of energy equal to 1015 (a short-scale quadrillion) BTU,[1] or 1.055 × 1018 joules (1.055 exajoules or EJ) in SI units. The unit is used by the U.S. Department of … Continue reading →

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Chart of the Month: In your FACEbook

Posted on December 16, 2010 by macromon

This has to be one of the coolest charts of the year.  From the Economist, PAUL BUTLER, an intern at Facebook, has created a striking map that shows the volume of friendships between particular parts of the world. As he … Continue reading →

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10-year Spike: 70 Bps, 14 days

Posted on December 14, 2010 by macromon

The rapidity of the spike in long-term Treasury rates  is starting to raise some eyebrows. The yield on the 10-year bond has increased 70 bps in just 14 days. We have identified thirteen similar moves, where rates initially spiked 70 … Continue reading →

Posted in Black Swan Watch, Bonds, Budget Deficit, Charts, Equities, Fiscal Policy, Politics, Sovereign Debt | Tagged , , , | 4 Comments

Day of the Week Effect: Can “MF Monday” Shake Its Slump?

Posted on December 12, 2010 by macromon

Not that MF Monday!  Traders like to muse over the “Day of the Week Effect”, particularly, “Mutual Fund Monday”, where convention posits that since the crisis, the S&P5oo performs better on Mondays than other days.   The thesis is that mutual … Continue reading →

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

Who’s Funding the U.S. Budget Deficit?

Posted on December 11, 2010 by macromon

Interesting data showing who is funding the U.S. budget deficit and how the profile has changed since the financial crisis.  We excluded 2008 as the aggregate data was distorted due to the Federal Reserve’s $265 BN sale (or exchange?) of … Continue reading →

Posted in Bonds, Budget Deficit, Charts, Fiscal Policy, Monetary Policy, Sovereign Debt | Tagged , , | 1 Comment

U.S. Equities Gettin’ Jiggy…No Love for the Haters

Posted on December 10, 2010 by macromon

The Christmas Ramp continues as stocks remain firmly bid even going into this weekend’s monetary event risk in China.   There’s a whiff of panic as under allocated investors watch the markets runaway and refuse to correct (see chart below). The … Continue reading →

Posted in Bonds, BRICs, Charts, China, Equities, Video | Tagged , , | Leave a comment

The Illustrated History of the U.S. Credit Collapse

Posted on December 10, 2010 by macromon

We constructed these charts with data from today’s release of the Federal Reserve’s Flow of Funds.  They are both stunning and frightening as they illustrate the cardiac arrest that took place in the credit markets.  The  collapse in credit issuance/borrowing … Continue reading →

Posted in Black Swan Watch, Budget Deficit, Charts, Fiscal Policy, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

GOP plan: “Push states to bankruptcy and smash unions”

Posted on December 8, 2010 by macromon

In his Reuters blog,  James Pethokoukis states the biggest political battle in Washington next year will be the Congressional Republicans plan to:  a) avoid a federal bailout of financially troubled states; and b) cripple employee unions by pushing fiscally troubled … Continue reading →

Posted in Black Swan Watch, Charts, Muni Market | Tagged , , , , | 1 Comment