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Category Archives: Charts
Austerians Rising
Interesting chart from the Economist. Note the Brits are much less supportive of spending cuts as they are actually experiencing the pain of an austerity program. In other countries austerity is more of a concept than a reality. The Economist … Continue reading
Posted in Budget Deficit, Charts, Fiscal Policy, Policy, Politics
Tagged Austerity, Political Economy, Politics, Public Opinion
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Phases of the Credit Cycle
Another great chart from the IMF. (click here if chart is not observable)
Unfinished Business
The markets’ beating and rally into the close has the bottom callers out in force claiming the lows have held. We’re not so sure. The three macro legs of the market stool (no pun intended) are still wobbly with the … Continue reading
Posted in Black Swan Watch, Charts, Equities, Sovereign Debt, Sovereign Risk
Tagged Asian Growth, European Debt Crisis, S&P500, U.S. Economy, U.S. Politics
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Charts of the Day: Asian-Americans Rising
Here’s a couple interesting charts from the BLS, which are sure to raise some eyebrows. We’d be careful about jumping to snap and simplistic conclusions about the data. There are many complex factors that determine these outcomes, not the least … Continue reading
Posted in Chart of the Day, Charts, Demographics, Employment
Tagged employment, Occupation, Race, Sex
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What’s Up With Micron (MU)?
The price and volume, that’s what’s up, and not insignificantly. We are in and out of this stock and it really caught our eye on Friday as the market was down big, MU was up almost 2 percent with volume … Continue reading
Posted in Charts, China, Equities, PIIGS
Tagged China Investment Corp, Micron, Sovereign Debt Crisis
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This Time is Different
Those dreaded words you never want to hear as an investor. But check out the Fortune Magazine graphic of this recession relative to others since the WWII. Yes it’s a balance sheet problem and the economy needs more time to … Continue reading
Posted in Black Swan Watch, Charts, Demographics, Economics, Employment, Fiscal Policy, Policy, Politics
Tagged employment, Fiscal and Monetary Policy, Technology
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Chart of the Day: Euro Rescue Pie
(click here if chart is not observable)
Posted in Black Swan Watch, Chart of the Day, Charts, PIIGS, Sovereign Debt, Sovereign Risk
Tagged EFSF, ESM, European Sovereign Debt Crisis
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Connect the Carry Trades
Wow! This chart from the Economist looks like one of those elementary school exams where you draw lines to connect the best match. So, our friends, a few questions. Which rates are the result of financial repression, capital flows, and/or … Continue reading
Posted in Bonds, Charts, Monetary Policy, PIIGS, Sovereign Debt
Tagged Government Bond Yields, Interest rates
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The Euro Trashing of the S&P500
Great chart posted by Zero Hedge citing John Lohman, also a friend of this blog, showing how the S&P500 would be almost 10 percent higher if it only traded during hours when Europe was closed. No doubt the robo traders … Continue reading
S&P500 Takes the “Road Not Taken”
Two roads diverged in a wood, and I, I took the one less traveled by, And that has made all the difference. – Robert Frost, 1915 Robert Frost may have been the greatest contrarian trader, no? Our post of August … Continue reading
Global Macro Monitor 