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Recent Posts
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Tag Archives: Stocks
The Year In Review
An incredible year in the markets. Here’s a quick snapshot: Fixed-income – The high yielders significantly outperformed; – Greece 10-year yield down 300 bps in 2017; – China 10-year moved 85 bps higher to around 4 percent; – The U.S. … Continue reading
Posted in Bonds, Commodities, Crude Oil, Currency, Equities, Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global Markets, Performance, Stocks, Year In Review
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Global Risk Monitor – December 29
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
2 Comments
Global Risk Monitor – December 15
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week In Review – Data Only
Posted in Uncategorized, Week in Review
Tagged bonds, Commodity, Currency, Performance, Risk Indicators, Stocks, Week in Review
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Global Risk Monitor – December 8
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Global Risk Monitor – December 1
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Global Risk Monitor – November 24
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Supply (lack of ) Driven Bull Market
I had an interesting conversation with an economist friend this morning about inflation and excess capacity. He sees no evidence of excess capacity in the U.S. economy, including the service sector, where he cannot find, say, a plumber for hire … Continue reading
Posted in Charts, Equities, Inflation/Deflation, Uncategorized
Tagged Asset Markets, Buybacks, IPOs, Stocks, Wages
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Global Macro Monitor 