Category Archives: Uncategorized

The Chart That Floats Overvaluation

Posted on April 26, 2017 by macromon

We hear a lot these days about how all assets are overvalued.  Very and don’t disagree. Lots of gurus and big money managers engaging in market crash talking.   Doubt it, but could be wrong.  Too much liquidity and cash in … Continue reading →

Posted in Monetary Policy, Uncategorized | Tagged , | 10 Comments

Will France Launch The Molotov Cocktail?

Posted on April 22, 2017 by macromon

The Oat-Bund 10-year spread came in almost 10 bps last week.  The Euro rallied a little over 1 percent. A disillusioned and highly undecided French electorate head to the polls tomorrow to choose the two candidates (unless one wins an … Continue reading →

Posted in France, Politics, Uncategorized | Tagged , , | Leave a comment

US Sector ETF Performance – April 21

Posted on April 22, 2017 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

Global Risk Monitor – April 21

Posted on April 22, 2017 by macromon

Click on table to enlarge and for better resolution

Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | Leave a comment

COTD: Oil Supply Breakeven Prices

Posted on April 20, 2017 by macromon

Hot from the latest International Monetary Fund’s, World Economic Outlook.   Looks like not many of the projects out there making money at $50 bbl. (COTD = Chart of the Day)

Posted in Crude Oil, Uncategorized | Tagged , | 2 Comments

French Oat-German Bund 10-year Spread

Posted on April 15, 2017 by macromon

The Oat-Bund yield spread widened out about 7 bps this past week.  Hard left anti-EU candidate, Jean-Luc Mélenchon,  is making a late charge turning the first round of the presidential election into a 4-way horse race.    Though  Le Penn and … Continue reading →

Posted in Eurozone Sovereign Spreads, France, Uncategorized | Tagged , | Leave a comment

US Sector ETF Performance – April 14

Posted on April 15, 2017 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

Global Risk Monitor – April 14

Posted on April 15, 2017 by macromon

Click on table to enlarge and for better resolution

Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | Leave a comment

How the Life Insurance Industry Invests

Posted on April 12, 2017 by macromon
Posted in Institutional Investors, Uncategorized | Tagged , | 3 Comments

Sí!

Posted on April 9, 2017 by macromon

Way to go, Sergio!    Gutsy!  Clutch!   And on Seve’s 60th!  Couldn’t write a better script. .

Posted in Uncategorized | 1 Comment