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Tag Archives: Stocks
Global Risk Monitor – July 6
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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2018 – First Half Performance
Posted in Uncategorized, Week in Review
Tagged 2018 First Half In Review, bonds, Commodities, Currencies, Stocks
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Week In Review – June 29
Summary Global equities finished the first half relatively weak. The S&P500 moved back and tested the bottom of the old trading range of 2700-2742. We seriously doubt this range holds and expect lower prices unless POTUS gets religion on free … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Copperr, Crude Oil, Stocks, Week in Review
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Global Risk Monitor – June 29
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Peformance, Stocks
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Global Risk Monitor – June 22
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week In Review – June 15
Summary Friday’s markets were surprisingly resilient given the escalation of the trade wars Big recovery in Euro periphery sovereign spreads on the back of Italian FinMin’s statement backing the euro currency Angela Merkel is having big problems within her government. … Continue reading
Posted in Uncategorized, Week in Review
Tagged Argentina Peso, bonds, Commodities, Currencies, Dollar Index, Euro sovereign spreads, Global equity markets, Italy, Natural Gas, Oil, Stocks
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Global Risk Monitor – June 15
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week In Review – June 8
Summary Good week for U.S. equities with Dow outperforming Next stop on the S&P500 is 2801.90 and then the all-time high We are better sellers up there into the fall as the Fed’s balance sheet reduction steps up, which will … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks, Week in Review
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Global Risk Monitor – June 8
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Swan Lake – June 6
The swans were relatively well behaved today. Watch Brazil. Significant move in Italian 2-year, up 35 bps, resulting in big curve flattener. Yields up across the board in Europe as ECB making noises QE is about to change. Mario Draghi … Continue reading
Posted in Black Swan Watch, Uncategorized
Tagged bonds, Commodities, Currencies, ECB, Macro Swans, Stocks
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Global Macro Monitor 