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Category Archives: Uncategorized
Political Scandal Makes Pakistan EM Odd Man Out
The political scandal rocking Pakistan, where a Supreme Court investigation found evidence of possible corruption against Prime Minister Nawaz Sharif, has taken the Karachi Stock Exchange down 17.69 percent from its May high, returning almost -10 percent for the year. This … Continue reading
COTD: Petroleum Products Made From A Barrel Of Crude
On average, U.S. refineries produce, from a 42-gallon barrel of crude oil, about 20 to 19 gallons of motor gasoline, 12 gallons of distillate fuel distillate fuel, most of which is sold as diesel fuel, and 4 gallons of jet … Continue reading
Gary Cohn As Next Fed Chairman?
Politico out with a piece tonight citing souces that National Economic Council Director and Goldman alum, Gary Cohn, is the leading contender to replace Janet Yellen next January. Interesting timing as it comes on the eve of Janet Yellen’s two-day … Continue reading
Posted in Interest Rates, Monetary Policy, Uncategorized
Tagged Fed Chairman, Gary Cohn, Janet Yellen, Monetary Policy
15 Comments
QOTD: The Robots Are Coming, Err, Here
Robots Are Taking Over Oil Rigs – Bloomberg –Automation means wells need only five workers, down from 20 …Rigs have gotten so much more efficient that the shale industry can use about half as many as it did at the … Continue reading
Global Risk Monitor – July 7
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Why Crude Oil Trades So Poorly
Crude oil is the new widow maker. It trades heavier than a wet dawg in a New York thunderstorm. Rallies have no legs and it seems the only bid these days are the shorts scrambling for cover. Note the recent … Continue reading
Global Stock Markets Monthly Comovements
Interesting data table we put together on how the global stock indices move together on a monthly basis. They’re ranked according to their monthly movement with S&P500. That is the monthly return on each index has the same sign – … Continue reading
QOTD: Ray Dalio
“…our responsibility now is to keep dancing but closer to the exit and with a sharp eye on the tea leaves.” – Ray Dalio, July 6, 2017 (QOTD = Quote of the Day)
TOTD: Global Bear Market Checklist
Coutesy of Citibank. Not yet. (TOTD = Table of the Day)
Global Macro Monitor 