Category Archives: Week in Review

The Weekend Read

Posted on April 2, 2011 by macromon

Quantitative easing didn’t end deflation. What makes us think fresh bouts of it suddenly will? Japan’s problem isn’t the supply of yen. It’s that investors and households lack enough confidence in the economy to do anything with BOJ-created money. If … Continue reading →

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Week in Review: Anti-Nukes Nuke Merkel

Posted on March 28, 2011 by macromon

The markets showed incredible resilience last week in their ability to look past Japan’s potential supply chain and nuclear problem, continued MENA instability, $100 plus crude oil, and the recent cover of Newsweek.    The VIX experienced its second biggest … Continue reading →

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Week in Review: Better Late Than Never

Posted on March 21, 2011 by macromon

We’re a little late posting last week’s review.   It’s history after today’s rally so not much to write about.   Do note the weakness in Mexico, however.   Brazil, Korea, and the Shanghai showing relative strength due to expectations of manufacturing shift … Continue reading →

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Week in Review

Posted on March 13, 2011 by macromon

We don’t have much to say in a week that ended with the terrible tragedy in Japan.   Every major equity market we track was down with the Nikkei not surprisingly performing the worst and will no doubt open down big … Continue reading →

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Week in Review

Posted on March 6, 2011 by macromon

Emerging market equities bounced on short covering in a week where crude oil was up another 6.67 percent and food prices increased almost 3 percent.   India led the rebound, advancing 4.44 percent even though the country will be one of … Continue reading →

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Week in Review: Just Plain Crude

Posted on February 27, 2011 by macromon

The past week was all about oil with West Texas up over 13 percent on fears of political instability spreading into Saudi Arabia.   Every major stock market we monitor in the Week in Review was down with the German DAX … Continue reading →

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Week in Review

Posted on February 21, 2011 by macromon

As we suspected, emerging equities bounced nicely last week with Brazil and Hong Kong leading the major indices, both up over 3 percent.   Developed equity markets continued to move higher with France now up close to 10 percent for the … Continue reading →

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Week in Review: 17.76% by July 4th?

Posted on February 13, 2011 by macromon

Most of the week’s focus was on Egypt and managing risk around China’s tightening cycle as Asia returned from the holiday.   Developed equities continued their relentless rally with the Russell 2000 increasing 2.75 percent.   The Hang Seng and KOSPI got … Continue reading →

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Week in Review: Bonds Crack and EU to Crack Specs

Posted on February 7, 2011 by macromon

Nice bounce back last week for equities x/emerging markets.  The Russell and Nasdaq were up 3 percent with the S&P500 and Dow increasing over 2 percent.  France continued its run and is now up almost 6 ½ percent for the … Continue reading →

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Week in Review: Egypt Rocked, Iran Next?

Posted on January 30, 2011 by macromon

We don’t have much to say about this week’s performance other than the main equity indices in the U.S. and some in Europe made post crisis new highs before being hit on the political plague coming out of Egypt.   Interesting … Continue reading →

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