Tag Archives: Equities

Fighting the Fed – FT

Posted on January 16, 2016 by macromon

John Authers looks at the consequences as the worst start to a year in stock market history continues apace For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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Six Charts of Christmas: Profits – FT

Posted on January 1, 2016 by macromon

John Authers asks if US profits and profit margins are due to fall further in 2016. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs (click here if charts are not observable)

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The nifty nine – FT

Posted on November 25, 2015 by macromon

John Authers reports on a worryingly narrow US stock market. Nine stocks are up 60 per cent between them, even as the overall market is flat. For more video content from the Financial Times, visit http://www.FT.com/video (click https://www.youtube.com/embed/kjUwAiBRjXU” target=”_blank”>here if … Continue reading →

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Mind the gap – FT

Posted on September 29, 2015 by macromon

Are the troubles for Volkswagen, Glencore and emerging markets the beginning of something much worse? James Mackintosh, investment editor, finds reasons for hope that shares are just catching up with bonds – but worries abound. For more video content from … Continue reading →

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Bad summer for emerging market equities – FT

Posted on August 17, 2015 by macromon

(click here if video is not observable)

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Let the Games Begin…

Posted on April 13, 2015 by macromon

Nice chart in today’s WSJ.   Expectations are that energy is really going to hammer earnings the next two quarters. (click here if chart is not observable)

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Quest for yield in emerging markets – FT

Posted on July 1, 2014 by macromon

FT senior investment columnist John Authers talks to Omar Negyal, portfolio manager, emerging markets income, at JP Morgan about his strategy to capitalise on cheap emerging markets by focusing on dividend yields. For more video content from the Financial Times, … Continue reading →

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Emerging Markets: The Catch-Up Trade?

Posted on April 10, 2013 by macromon

Emerging markets are finally starting to find a bid.  The Brazilian Bovespa, after a nice reversal on Friday, came into the week down almost 10 percent with most other emerging market equity indices lagging the S&P500 in a big way.  … Continue reading →

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S&P Gets It Done

Posted on March 28, 2013 by macromon

The S&P500 finishes Q1 at a new all-time closing high of 1569.19 taking out the 1565.13 October 2007 high.    Impressive getting it done without Apple and Google with today’s slam dunk (see video)  led, again,  by utilities and healthcare. Next … Continue reading →

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Why Are Equities So Bid?

Posted on July 19, 2012 by macromon

U.S. retail sales fall for the three consecutive months.  Chairman Bernanke disappoints the easy money crowd during his Congressional testimony.   Weekly jobless claims come in much higher than expected. Companies miss big on the top line yet their stocks move … Continue reading →

Posted in Equities | Tagged , , | 15 Comments