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Category Archives: Uncategorized
QOTD: Inflation Cometh
The key takeaway from this morning’s punk GDP report: Meanwhile, Inflation advanced at a 2.4% annual pace in the first quarter, according to the personal-consumption expenditures, or PCE index. The PCE index–the preferred inflation gauge of the Federal Reserve–easily topped … Continue reading
The Chart That Floats Overvaluation
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
Will France Launch The Molotov Cocktail?
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
Global Risk Monitor – April 21
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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COTD: Oil Supply Breakeven Prices
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)
French Oat-German Bund 10-year Spread
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 France Elections, Oat-Bund Spread
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Global Risk Monitor – April 14
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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