Category Archives: Charts

December 7th – A Rate Move Which Will Live In Infamy

CNBC puts an interesting spin on the stock market sell-off and reversal in almost all commodities today, blaming the SEC insider trading probe.  We have a different view, believing it was the historic rise in long-term rates. Today’s 23 bps … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Charts, Commodities, Credit, Crude Oil, Economics, Equities, Fiscal Policy, Gold, Politics, Sovereign Risk | Tagged , , | 3 Comments

Chart of the Day: ECB Bond Purchases

They’ve only just begun…

Posted in Black Swan Watch, Bonds, Budget Deficit, Charts, Credit, Currency, Economics, Euro, Fiscal Policy, Monetary Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment