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Recent Posts
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Category Archives: Uncategorized
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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More On Algo and Robot Trading – Tedx Talks
Dated, but a must view. .
Seek and Destroy ‘Bots, Animated
You remember our rant at the beginning of the year, Seek and Destroy Trading Bots Killing Us? We suggest you click on the title, read it, then watch the animation below. They actually use the words “seek and destroy.” Traders must … Continue reading
Boeing 787 Dreamliner = Globalization
Interesting graphic below illustrating the outsourcing of Boeing’s 787 Dreamliner as President Trump touted his “buy American” mantra today as he stood in front of the airplane at the Boeing’s South Carolina plant. “We want products made by our workers … Continue reading
Why pension funds invest in EM debt – FT
Published on Feb 15, 2017 Mark Fawcett, chief investment officer of the UK’s National Employment Savings Trust, discusses the outlook for emerging market debt with Owen Walker. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI .
