Tag Archives: bonds

Global Trend Indicators

(click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , , , | Leave a comment

The Weekend Read: U.S. Open – Boehner v. Obama

Golf Digest estimates Mr. Obama’s handicap — perhaps generously, in the view of some golfers — at 17, meaning, theoretically, that the president would typically play 18 holes in the high 80s to low 90s. The magazine put Mr. Biden’s … Continue reading

Posted in The Weekend Read | Tagged , , , , , , | 3 Comments

Week in Review: Streak Week

It was another tough week for the global markets. The S&P, Dow, and the major European equity indices closed lower for a rare sixth week in a row.   Next week could be historic as the S&P500 has initially closed lower … Continue reading

Posted in Week in Review | Tagged , , , , , , , | 2 Comments

Global Trend Indicators

(click here if tables are not observable)

Posted in Global Stock Performance, Global Trend Indicators | Tagged , , , , , , , | Leave a comment

The Great QE2 Flush Out

We’ve updated our Treasury flow charts with new data from today’s release of the Federal Reserve’s Flow of Funds Accounts.   The quarterly data are seasonally adjusted and annualized.    They reveal quite an interesting picture. In Q1 2011, the Fed’s … Continue reading

Posted in Bonds, Budget Deficit, Charts, Dollar, Equities, Monetary Policy, Sovereign Debt | Tagged , , , , | 4 Comments

Week in Review: Hamburger Capital Management

The global equity markets continued their poor performance on very low volume.  All the U.S. equity indices were able to capture their 50-day moving average on the low volume end of the week rally.  All, however, made lower highs and … Continue reading

Posted in Week in Review | Tagged , , , , , , , | Leave a comment

Global Trend Indicators

(click here if table is not observable)

Posted in Commodities, Currency, Global Stock Performance | Tagged , , , , | 2 Comments

Week in Review: DSK Risk

The key question for markets this week is how will they react to the Dominique Strauss-Kahn (DSK)  news?  Will the Dollar continue to strengthen keeping the “risk off” (we hate that simplicity) trade on?  Are traders of the European periphery … Continue reading

Posted in Week in Review | Tagged , , , , | Leave a comment

The Weekend Read: McSwan Watch

Chinese speculators have emerged as a big driver of silver’s spectacular rally and subsequent crash with trading in the metal in Shanghai soaring nearly 30-fold since the start of the year. The commodity, nicknamed “the devil’s metal” for its wild … Continue reading

Posted in Black Swan Watch, The Weekend Read | Tagged , , , , , , | Leave a comment

Week in Review

We wrote a few weeks ago about the global markets weekly oscillations.  Not just markets, but fundamental outlooks on inflation and deflation.  When markets are driven and highly dependent on liquidity and the direction of monetary policy, the underlying fundamentals … Continue reading

Posted in Week in Review | Tagged , , , , | Leave a comment