Tag Archives: Commodites

Week in Review: “The End of Fake”

Posted on August 7, 2011 by macromon

We have no idea how the S&P downgrade of the U.S. is going to play out but one thing that does come to mind is the “end of fake.”  The end of fake demand generated by monetary and fiscal stimulus … Continue reading →

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Week in Review: Deal, Now What?

Posted on July 31, 2011 by macromon

Almost everything that happened last week is irrelevant given what looks like a U.S. debt deal.  What we’re watching is how the relief rally holds and whether the Friday’s poor GDP data was a game changer.  Looking under the surface … Continue reading →

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Week in Review: Equity Fireworks

Posted on July 4, 2011 by macromon

It’s amazing what a week makes.   Almost every American, Latin America and European equity market indices we track had their best weekly performances of the year.   The S&P500 ETF, SPY, for example, had five straight up days of over .85%, … Continue reading →

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Week in Review: Euro Contagion and Greek Rollovers

Posted on June 26, 2011 by macromon

Short and sweet commentary tonight as last week really didn’t resolve much.  The S&P500 met tough resistance and was rejected twice at the 1298-99 level.  Though the index made a higher low and higher high, it closed Friday just a … Continue reading →

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The Weekend Read: McSwan Watch

Posted on May 13, 2011 by macromon

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 →

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Macro Notes from the Kellogg’s Conference Call

Posted on May 4, 2011 by macromon

We find it fascinating how companies are engaging the consumer.  Check out how Kellogg’s is doing it with digital media.   The following are direct quotes from company executives from today’s earnings conference call. Digital Media Advertising – “Engaging the Consumer” … Continue reading →

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