Global Macro Monitor

U.S. Sector ETF Performance – May 21

Posted on May 21, 2014 by macromon

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Posted in Sector ETF Peformance | Tagged Performance, Sector ETFs | Leave a comment

Daily Risk Monitor – May 21

Posted on May 21, 2014 by macromon

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Posted in Daily Risk Monitor | Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks | Leave a comment

China accepts creative destruction – FT

Posted on May 21, 2014 by macromon

Can China’s meteoric growth continue? Most expect not, but is that necessarily bad? Henny Sender, FT chief international finance correspondent, explains to John Authers that slowing growth could be positive for China, if not for importers.

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Posted in China | Tagged China, FT, Henny Sender | Leave a comment

Quote of the Day

Posted on May 21, 2014 by macromon

The Internet is the most deflationary invention of all time – Todd Harrison, Minyanville

Posted in Inflation/Deflation, Quote of the Day | Tagged Deflation, Internet, Todd Harrison | Leave a comment

U.S. Sector ETF Performance – May 20

Posted on May 20, 2014 by macromon

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Posted in Sector ETF Peformance | Tagged Performance, Sector ETFs | 1 Comment

Daily Risk Monitor – May 20

Posted on May 20, 2014 by macromon

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ECB Plans Negative Rate on Bank Deposits – Spiegel

Posted on May 20, 2014 by macromon

Der Spiegel is reporting,

When it meets on June 6, SPIEGEL has learned, the European Central Bank may implement a negative interest rate for financial institutions seeking to park their money at the Frankfurt powerhouse. The move is aimed at spurring loans.

European Central Bank executive board member Peter Praet of Germany is expected to recommend that the bank cut its main refinancing rate from the current 0.25 percent to a record low of 0.15 percent when the bank’s Governing Council meets on June 5.

No surprise, but coming from a German source pretty much makes it a done deal, IMHO.

Posted in Euro | Tagged Der Spiegel, ECB, Euro, negative deposit rates | Leave a comment

Behavioural finance wins playing blind – FT

Posted on May 19, 2014 by macromon

Fascinating stuff.

Playing blind appears to be the way to make money using behavioural finance. Tom Howard, chief executive of AthenaInvest, tells John Authers why not knowing the names of your investments or the purchase price can help in making the right decisions.

For more video content from the Financial Times, visit http://www.FT.com/video