Category Archives: Charts

Korea ETF: Our Fave “Dubya” Bottom

Posted on August 31, 2011 by macromon

After posting the W bottoms on the S&P500 and the Brazil ETF here is our favorite, the Korea ETF (EWY).   We learned during the 1997 Asian Financial Crisis never to short Korea and never underestimate the resolve of the … Continue reading →

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Chart of the Day: Youth Employment Ratio Lowest on Record

Posted on August 28, 2011 by macromon

The BLS reports, In July, the employment-population ratio for youth—the proportion of the 16- to 24-year-old civilian noninstitutional population that was employed—was 48.8 percent, a record low for the series. Long flash mobs and water cannons. (click here if chart … Continue reading →

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Great Escape: 63 M Spend 15 min per Day as Pretend Farmers

Posted on August 16, 2011 by macromon

Cool infographic from the Atlantic on The American Identity According to Social Media. Americans are followers: Nearly half of all Americans are now members of at least one social network, double the proportion of just two years ago. Americans have … Continue reading →

Posted in Charts, Demographics, Economics, General Interest | Tagged , , | Leave a comment

Mr. Toad’s Wild Ride!

Posted on August 9, 2011 by macromon

Wow! What a day.  Incredible moves.   Scared markets.   Capital stampeding like buffalo not knowing where to go.   Great if you’re on the right side of the volatility, but you still needed a neck brace from the whiplash. It’s gonna … Continue reading →

Posted in Bonds, Charts, Currency, Dollar, Equities, Gold | Tagged , , , , , | Leave a comment

Trannie Swan Dive to Take Down Crude Oil

Posted on August 2, 2011 by macromon

The Dow Transportation Index was down almost 4 percent today and if there is any silver lining  in the current market turmoil is that Trannies usually lead crude down, which will drop gas prices.  The chart below shows the 12.2 … Continue reading →

Posted in Charts, Crude Oil, Economics, Energy | Tagged , , , | 1 Comment

Monitoring the Armageddon Trade – Day 3

Posted on July 27, 2011 by macromon

The Four Horsemen of the Apocalypse were split on the Armageddon Trade today.  Gold and the dollar diverged and were non-confirming, though stocks got hammered and took out some short-term technicals.  Bonds rallied off lows to close essentially flat.    … Continue reading →

Posted in Black Swan Watch, Bonds, Charts, Dollar, Equities, Gold, Sovereign Risk | Tagged , , , , | Leave a comment

Monitoring the Armageddon Trade

Posted on July 25, 2011 by macromon

The following charts illustrate today’s performance of “The Four Horsemen” of our Armageddon trade, which we posted earlier.  That is, the markets were monitoring for large concurrent moves which would signal a loss of confidence in the U.S. government and … Continue reading →

Posted in Black Swan Watch, Bonds, Charts, Dollar, Equities, Gold | Tagged , , , , | 2 Comments

Bank Exposure to Domestic Sovereigns

Posted on July 11, 2011 by macromon

Here at the Global Macro Monitor we perceive a rapidly changing financial landscape.  The concept of risk-free is being redefined as we write and analysts are now forced to look at the systemic risk caused by a banking system’s exposure … Continue reading →

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

When Apple Leads….

Posted on July 7, 2011 by macromon

Apple is up almost 15 percent off  the June 20th low of 310 and leading the overall market higher.  This is the stock’s best move since last September.  We’ve posted several pieces on Apple’s market leadership (click here).  With no … Continue reading →

Posted in Apple, Black Swan Watch, BRICs, Budget Deficit, Charts, Economics, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

Food Fight

Posted on July 4, 2011 by macromon

Check out the BLS Foodstuffs sub-index which is now right at key support.  The better than expected USDA report hammered the grains last week and traders now have to decide either to stay with the Ag trade or dump their … Continue reading →

Posted in Charts, Commodities, Food Prices | Tagged , , , | Leave a comment