Category Archives: Charts

Hours of Work Needed to Buy a Barrel of Oil

Posted on November 7, 2011 by macromon

Another awesome piece of work from our friends over at The Chart Store.   The chart below is a times series of the numbers of hours of work — based on the average hourly wage — needed to buy a barrel … Continue reading →

Posted in Charts, Crude Oil | Tagged , , , | Leave a comment

A History of World Debt

Posted on November 2, 2011 by macromon

Great infographic from the IMF on the history of world debt.   The line chart shows G20 public debt as % of GDP from 1880 to 2010.  Click on graphic to enlarge.  (click here if graphic is not observable)

Posted in Charts, General Interest, Sovereign Debt, Sovereign Risk | Tagged , | Leave a comment

Stock Market Melt Up: November 1998 or December 2008?

Posted on October 27, 2011 by macromon

Stunning!  The S&P500 at its high today was up 20.3 percent from the October 4th intraday low of 1074.77. We’re talking the S&P500, not the Brazilian BOVESPA or Hang Seng Index!  This kind of initial move in the S&P500 in … Continue reading →

Posted in Charts, Equities, Global Stock Performance | Tagged , , | 12 Comments

Is the Euro Driving the S&P500?

Posted on October 22, 2011 by macromon

In case you haven’t noticed recently the Euro and S&P500 seem to be moving together almost tick for tick.   Here are the daily moves in futures over the past month.  Makes you think they’re both dancing to the same … Continue reading →

Posted in Black Swan Watch, Charts, Equities, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

Europe’s Undercapitalized Banks

Posted on October 20, 2011 by macromon

We’ve posted several pieces recently about Europe’s over banked and undercapitalized financial system.   The markets have pounded European bank equities this year and forced the eurozone political leaders to cobble together a bank recapitalization plan, which we all wait for … Continue reading →

Posted in Black Swan Watch, Charts, Euro, General Interest, Geopolitical, Sovereign Debt, Sovereign Risk | Tagged , | 4 Comments

China’s U.S. Debt Holdings

Posted on October 19, 2011 by macromon

                     (click here if chart is not observable)

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Europe’s Other Bank Problem

Posted on October 13, 2011 by macromon

One would think the following chart has a data error.   Not so. Europe is way over banked and the chart illustrates the monumental task and cost of recapitalizing some of their largest banks.  The size of the largest four banking … Continue reading →

Posted in Charts, Euro, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

First and Goal for Risk

Posted on October 10, 2011 by macromon

We asked last week if the S&P500 (our proxy for risk markets) was capable of clearing the “red zone”,  the zone of resistance between 1175-1195, which included the 50-day moving average.  The market’s answer?  Like a hot knife through butter! … Continue reading →

Posted in Charts, China, Equities | Tagged , , , , | Leave a comment

Sources of U.S. Petroleum Imports

Posted on October 4, 2011 by macromon

Ask most Americans the major source of U.S. crude oil imports and they will probably respond the Persian Gulf.   Wrong!  The chart below shows the U.S. imports less than 15 percent from the Gulf.  More than 5o percent of petroleum … Continue reading →

Posted in Charts, Crude Oil | Tagged , , , | 2 Comments

QE and the “Crowding Out” of the Bond Market Vigilante

Posted on September 29, 2011 by macromon

We’ve updated our chart of the sources of financing of the U.S. budget deficit from the Fed’s Flow of Funds data released on September 16th.   The chart illustrates how the Fed and foreign central banks have been indirectly fully … Continue reading →

Posted in Black Swan Watch, Bonds, Budget Deficit, Charts, Fiscal Policy, Monetary Policy, Sovereign Debt | Tagged , , | 5 Comments