Tag Archives: Catch-up Trade

Chart of the Day: Euro Oils Play Catch-up

Posted on January 16, 2011 by macromon

Big move in some of the European integrated oils last week.  Some have underperformed their American competitors by as much as 30-40 percent, which is more than explained by a weaker Euro.  If the market has been pricing a sovereign … Continue reading →

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The Ketchup Trade

Posted on October 1, 2010 by macromon

We spoke yesterday how the “catch-up” trade, where laggards outperform,  may be the theme of the markets for the next few weeks.”  So far, so good.  They took the dawgs of Q3, the financials and the oils,  today.  Heinz (HNZ) … Continue reading →

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