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Category Archives: Uncategorized
A Few Thoughts On Why Health Care Went Down
OK, comrades, let’s check our partisanship at the door and deal with some real analysis on the health care bill that just went down in flames. Here are a few of our thoughts on why the Trump/Ryan healthcare bill to … Continue reading
COTD: The Monetary Transmission Mechanism
On FOMC eve we thought you’d find the following chart from the IMF’s Global Financial Stability Report useful. The traditional discussion of monetary policy transmission emphasizes how changes in interest rates affect investment and consumption decisions. These channels operate through … Continue reading
French Oat-German Bund 10-year Spread
The 10-year France-German bond spread widened a couple basis points this past week, probably due to a general repricing in sovereign bonds in the euro zone on the back of Mario Draghi’s perceived hawkish statements at the ECB meeting on … Continue reading
Posted in Eurozone Sovereign Spreads, France, Politics, Uncategorized
Tagged French OAT-German Bund spread
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French Oat-German Bund 10-year Spread
Notice on the chart the Oat-Bund spread coming in 25 bps in past week. We are buyers of a French dip. See here and here. An apparent threat by far-right leader Marine le Pen to punish state employees who “persecute” … Continue reading
Posted in Euro, Eurozone Sovereign Spreads, France, Politics, Uncategorized
Tagged French elections, Le Pen, Macron, Oat-Bund Spread
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COTD: World’s Largest Employers
Source: Business Insider
Global Risk Monitor – February 24
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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Circus Trumps Politic
A thousand people in the street Singing songs and carrying signs Mostly say, hooray for our side – Buffalo Springfield, 1967 File this one under political analysis. Not partisan as we try to keep our politics out of our analysis. … Continue reading
Posted in Politics, President Trump, Uncategorized
Tagged Electoral College, Politics, Trump
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