Category Archives: Equities

The nifty nine – FT

Posted on November 25, 2015 by macromon

John Authers reports on a worryingly narrow US stock market. Nine stocks are up 60 per cent between them, even as the overall market is flat. For more video content from the Financial Times, visit http://www.FT.com/video (click https://www.youtube.com/embed/kjUwAiBRjXU” target=”_blank”>here if … Continue reading →

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

Mega caps the force reawakens – FT

Posted on November 21, 2015 by macromon

A small group of giant companies now dominate US stock market returns, as investors resign themselves to higher rates from the Federal Reserve next month. John Authers reports. For more video content from the Financial Times, visit http://www.FT.com/video (click here … Continue reading →

Posted in Equities, Uncategorized | Tagged , , , | Leave a comment

Global equities Goldilocks on ice – FT

Posted on November 1, 2015 by macromon

The global economy stays cold enough to keep central banks pumping out easy money, but not so cold that it degenerates into another Great Recession. John Authers explains the continuing resilience of world stock markets. For more video content from … Continue reading →

Posted in Equities | Tagged , , | Leave a comment

Money flows again to the US – FT

Posted on October 26, 2015 by macromon

John Authers reports on how easier monetary policy from China helped drive a further rebound in world stock markets. The biggest beneficiary seems to be the US. For more video content from the Financial Times, visit http://www.FT.com/video (click here if … Continue reading →

Posted in Equities, Monetary Policy | Tagged , , , | Leave a comment

Fund managers look to digital future – FT

Posted on October 11, 2015 by macromon

How technology is changing the investment industry Asset managers have been criticised for being slow to adapt to digital challenges. Euan Munro, chief executive of Aviva Investors, tells FTfm’s Chris Flood how technology is changing his business. For more video … Continue reading →

Posted in Equities | Tagged , , | Leave a comment

Bit late to be bearish – FT

Posted on October 1, 2015 by macromon

Being cautious has helped British mutual funds investing in Europe, but James Mackintosh, investment editor, suggests it’s now a bit late to turn defensive. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not … Continue reading →

Posted in Equities | Tagged , , | Leave a comment

Mind the gap – FT

Posted on September 29, 2015 by macromon

Are the troubles for Volkswagen, Glencore and emerging markets the beginning of something much worse? James Mackintosh, investment editor, finds reasons for hope that shares are just catching up with bonds – but worries abound. For more video content from … Continue reading →

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

VW exemplifies regulatory action threat – FT

Posted on September 22, 2015 by macromon

James Mackintosh on stock picking and oil impact Analysing companies in terms of their exposure to factors such as oil, the dollar or the economic cycle is popular. James Mackintosh, investment editor, says Volkswagen is another example of a growing … Continue reading →

Posted in Equities | Tagged , | Leave a comment

The Decline of Global Liquidity

Posted on September 1, 2015 by macromon

We are not writing much these days, but here’s a repost from last December that we got half right x/ pick up in global growth.  Add China to that list as they defend their exchange rate against massive capital outflows.  … Continue reading →

Posted in Equities | Tagged , | Leave a comment

Picture of the Day

Posted on August 26, 2015 by macromon

After yesterday’s nasty reversal shorts pressed their bets and got their manhood caught in the nutcracker today.

Posted in Equities | Tagged | Leave a comment