Tag Archives: Pimco

The tweet that turned the market

Posted on September 4, 2012 by macromon

Bill Gross was credited for turning the market around today with the following tweet: PIMCO ‏@PIMCO Gross: Draghi appears willing to write 2-3 year “checks” to peripherals. Very reflationary. Buy gold, TIPS, real assets. Talk about nervous shorts! (click here … Continue reading →

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The Weekend Read: Godspeed, Japan!

Posted on March 11, 2011 by macromon

As cars swayed, and trees lurched overhead, you could feel the power of the beast writhing underneath Japan.  – Economist China Demographic Trends Cloud China’s Long-Term Economic Outlook – AEI Don’t Dismiss a Jasmine Moment in China – The Atlantic … Continue reading →

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John Bull’s Tsunami of Dollars Flood the Copacabana

Posted on October 1, 2010 by macromon

We have written how “the tide of yield seeking capital flows will surge” as John Bull can stand many things, but he can’t stand two zero percent. One recipient of John Bull’s dollars (managed by PIMCO)  is the Brazilian bond … Continue reading →

Posted in Bonds, BRICs, Commodities, Currency, Equities | Tagged , , , , , , | 5 Comments