Category Archives: Equities

Let the Games Begin…

Posted on April 13, 2015 by macromon

Nice chart in today’s WSJ.   Expectations are that energy is really going to hammer earnings the next two quarters. (click here if chart is not observable)

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US earnings season — correction ahead? – FT

Posted on April 13, 2015 by macromon

The earnings season for the first quarter is underway, following dramatic writedowns in earnings forecasts. Ian Harnett, managing director at Absolute Strategy Research tells FT’s John Authers why US earnings will be worse than the writedowns. For more video content … Continue reading →

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60 seconds on the Hang Seng index rise – FT

Posted on April 9, 2015 by macromon

Hong Kong’s stock market has seen record volumes over the past two days and the market has risen sharply. Josh Noble, the FT’s Asia Markets Correspondent, explains why. For more video content from the Financial Times, visit http://www.FT.com/video (click here … Continue reading →

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Reversal of fortune – FT

Posted on March 30, 2015 by macromon

The story of the markets in the first quarter has been the flow of money out of US equities and towards Europe. John Authers suggests that this could be driven by a renewed dose of nerves about the US economy. … Continue reading →

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Traders Are in an Arms Race for Speed – Bloomberg

Posted on March 25, 2015 by macromon

March 25 — Themis Trading Partner Joe Saluzzi discusses high-frequency trading and the markets. He speaks on “In The Loop.” — Subscribe to Bloomberg on YouTube: http://www.youtube.com/Bloomberg (click here if video is not observable)

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Google’s European shake-up – FT

Posted on February 25, 2015 by macromon

After years of increasing scrutiny from regulators, customers and other companies, Google is shaking up its management structure in Europe. The FT’s Ravi Mattu reports on the group’s new approach to the continent. The latest on companies news http://www.ft.com/companies (click … Continue reading →

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60 seconds to save hedge funds – FT

Posted on February 12, 2015 by macromon

After several years of disappointing returns, investors are questioning whether hedge funds are worth their high fees. US Investment Correspondent Stephen Foley gives Troy Gayeski of fund of funds manager Skybridge Capital a chance to defend the industry. For more … Continue reading →

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Why buy Europe? – FT

Posted on February 6, 2015 by macromon

The FT’s John Authers quizzes Citi’s Jonathan Stubbs on the reasons to buy European stocks. Europe looks cheap, but arguably the answer boils down to two letters: QE. Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here if video … Continue reading →

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Global Equity Market Performance

Posted on January 31, 2015 by macromon

 (click here if charts are not observable)

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Global Equity Market Peformance

Posted on January 24, 2015 by macromon

Click on charts to enlarge and for better resolution (click here if charts are not observable)

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