Category Archives: Uncategorized

Daily Risk Monitor – January 21

Posted on January 21, 2015 by macromon

Click on table to enlarge and for better resolution (click here if table is not observable)

Posted in Uncategorized | Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks | Leave a comment

One Unintended Consequence of QE

Posted on January 7, 2015 by macromon

Over the holidays we were reviewing previous posts on QE and financial repression. Though posted almost 4 years ago, we thought this is very appropriate and timely to today’s macro climate. One danger of the lack of price discovery [in … Continue reading →

Posted in Uncategorized | 2 Comments

Reforming South Korea’s chaebol – FT

Posted on November 20, 2014 by macromon

South Korea’s corporate model of tightly knit companies that act in concert under family control is under scrutiny after Hyundai’s $10bn purchase of a plot of land in Seoul’s Gangnam district. The FT’s Simon Mundy weighs the model’s pros and … Continue reading →

Posted in Uncategorized | Tagged chaebol, South Korea | Leave a comment

Daily Risk Monitor – October 14

Posted on October 14, 2014 by macromon

Click on table to enlarge and for better resolution (click here if table is not observable)

Posted in Uncategorized | Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks | Leave a comment

U.S. Employment Situation – September 2014

Posted on October 3, 2014 by macromon

The BLS reported this morning, Total nonfarm payroll employment increased by 248,000 in September, and the unemployment rate declined to 5.9 percent, the U.S. Bureau of Labor Statistics reported today. Employment increased in professional and business services, retail trade, and … Continue reading →

Posted in Uncategorized | Leave a comment