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Tag Archives: Stocks
Global Risk Monitor – March 15
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week In Review – March 8
Summary Big rally in DM bond markets as ECB throws in the towel and sees gloom ahead and the very weak nonfarm payroll number on Friday U.S. credit gave some back last week Dixie ready to breakout EM FX hit … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Peformance, Stocks, Week in Review
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Global Risk Monitor – March 8
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Global Risk Monitor – March 1
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Equities, Performance, Stocks
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Week In Review – February 22
Summary More of the same risk on. No sellers China equities up big on stimulus and trade deal chatter Copper breaking out as economists go doom and gloom on the global economy (see charts) Commentary: 2800 on the S&P looms … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Stocks, Week in Review
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Global Risk Monitor – February 22
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week In Review – February 15
Summary More risk on. EM bond yields x/ Turkey & Indo and Euro spreads in on the week U.S. credit continues to rally The dollar a bit stronger, EM FX weaker Euro stocks on fire last week led by Italy, … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks, Week in Review
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Global Risk Monitor – February 15
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Millennials Rising, Market Risk Increasing
Righteous! Check out today’s cover of the Economist. It confirms our ongoing analysis and illustrates why you should read the Global Macro Monitor, folks. It’s been almost exactly one year to the date since we posted, Karl, The Comeback Kid? We warned … Continue reading
Posted in Black Swan Watch, Bonds, Politics, Uncategorized
Tagged AOC, Millennials, MMT, QE, Soros, Stocks
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Global Macro Monitor 