Tag Archives: Crude Oil

Have Policymakers Discovered the “Splendid Arbitrage”?

Posted on June 26, 2011 by macromon

How ’bout a little summer Sunday humor (albeit a little nerdy) before getting back to the daily grind.   Last week saw a global coordinated response to shaft specs in crude oil as many, including us, think the rise in … Continue reading →

Posted in Commodities, Crude Oil, General Interest, Uncategorized | Tagged , , | 1 Comment

The Weekend Read: Greek Week

Posted on June 24, 2011 by macromon

Everything depends on computers these days: the energy supply, airplanes, trains. I’m worried that the Net will soon become a war zone, a platform for professional attacks on critical infrastructure. – Evgeny Kaspersky,  anti-virus expert Bonds Munis Dithering in Wake … Continue reading →

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

Posted on June 17, 2011 by macromon

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 →

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McSwan Watch: Soros – China Risks ‘Hard Landing’

Posted on June 15, 2011 by macromon

George Soros was on the tape warning China is losing its grip on inflation.  Bloomberg reports, China has missed its opportunity to stem inflation and may now risk a hard landing, billionaire investor George Soros said. The world’s second-largest economy … Continue reading →

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Global Trend Indicators

Posted on June 11, 2011 by macromon

(click here if tables are not observable)

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Week in Review: The Power of Zero To Be Tested?

Posted on June 5, 2011 by macromon

The S&P500 and Dow Jones Industrials suffered their worst weekly loss of the year, both down 2.3 percent.  The U.S. and European equity indices had bearish outside moves and all major global equity indices we track closed the week below … Continue reading →

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

Global Trend Indicators

Posted on June 4, 2011 by macromon

(click here if tables are not observable)

Posted in Global Stock Performance, Global Trend Indicators | Tagged , , , , | 1 Comment

Week in Review

Posted on May 8, 2011 by macromon

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 →

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The Weekend Read

Posted on April 8, 2011 by macromon

The single biggest threat to national security is the national debt, the chairman of the Joint Chiefs of Staff said yesterday, underscoring the importance of good fiscal stewardship and a need to stimulate economic growth. American taxpayers are going to … Continue reading →

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Chart of the Day: History of U.S. Energy Consumption

Posted on March 24, 2011 by macromon

At today’s closing prices, crude oil is now trading more than 4x its BTU energy equivalent price relative to natural gas.  If sustained,  which we have our doubts,  it will interesting to see how this chart develops over the next … Continue reading →

Posted in Chart of the Day, Commodities, Crude Oil, Energy | Tagged , , | 2 Comments