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Recent Posts
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Tag Archives: bonds
Eurozone Sovereign Spread Tightening
After the better than expected Spanish bond auction, eurozone sovereign spreads have come in significantly today. The widely watched Italian 10-year bond yield fell to 6.63 percent. The return of confidence, in our opinion, is the continuation of the markets’ … Continue reading
Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS, Sovereign Debt, Sovereign Risk
Tagged bonds, Euro, European Sovereign Debt Crisis, Germany, Italy, Spain, Spreads
2 Comments
Week in Review
(click here if charts are not observable)
Posted in Week in Review
Tagged bonds, Bovespa, Commodities, Copper, Crude Oil, Gold, Natural Gas, Stocks, VIX
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Global Trend Indicators
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Year in Review
Wow! Who would of thunk it. The Dow the only major global equity index positive for the year. U.S. Treasuries up 15-20 percent, the dollar index (Dixe) positive; Brazil and Chinese equities down 20 percent and India down almost 25 … Continue reading
Global Trend Indicators
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The Haunting (of the Sovereign Bonds)
A consistent theme we have heard over and over this year is that there is no credit risk for a sovereign borrower that has an independent central bank and can resort to debt monetization. Even Martin Fedstein in his excellent … Continue reading
Posted in Black Swan Watch, Bonds, Sovereign Debt, Sovereign Risk
Tagged bonds, Sovereign Credit, Sovereign Risk
5 Comments
Week in Review: Low Volume Ramp
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Global Trend Indicators
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Posted in Global Trend Indicators
Tagged bonds, Commodities, Copper, CRB, Gold, Oil, Stocks
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The Asset Return Tree
The Tree comes to us via one of our favorite international sites, The Drunkeynesian, in Brazil. Full of smart economics, finance, and culture. A site everyone should be monitoring. (click here if chart is not observable)
Posted in Equities, Global Stock Performance
Tagged Asset Return Tree, Asset Returns, bonds, Commodities, Stocks, The Drunkeynsian
3 Comments
Week in Review: Will Santa Keep Stocks on the Naughty List?
In a low volume market with almost no liquidity anything can happen. In the past few days there have been sellers of the S&P500 at the 50-day moving average, however, and the market will need a catalyst to bust it … Continue reading
Posted in Black Swan Watch, China, Week in Review
Tagged bonds, CAC, Commodites, DAX, Gold, North Korea, Stocks
2 Comments
Global Macro Monitor 