Tag Archives: Week in Review

Week In Review – December 7

Posted on December 9, 2018 by macromon

Summary Another fugly week for stocks.  It’s really shaping up to be a Trapper John year — full of bull and bear traps making it difficult for traders to make money.  The ‘bots have won, folks Transports down over 8 percent … Continue reading →

Posted in Uncategorized, Week Ahead, Week in Review | Tagged | 2 Comments

Month In Review – November 30

Posted on December 2, 2018 by macromon

Summary One helluva bear trap set the prior week sent traders scrambling after the Fed Chair caved, at least in rhetoric, to the president’s bullying Most sovereign bond yields down on the month, led by hard-hit Turkey and Indonesian 10-years … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , | 3 Comments

Week In Review – November 23

Posted on November 25, 2018 by macromon

  Summary Ugly Thanksgiving week for equities. S&P led all major indices lower Philippines stocks were the only major index in the green as stocks broke out of a range on positive sentiment due to lower oil prices and expected … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , , | Leave a comment

Week In Review – November 16

Posted on November 17, 2018 by macromon

Summary U.S. 10-year yield in on slowdown worries Probability of Fed move in December drops 10 points to around 65 percent Corporate credit spreads blew out big time.   Watch this space Equity markets are rudderless and feel like they want … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , | Leave a comment

Week In Review – October 19

Posted on October 21, 2018 by macromon

Summary Spain sovereign spread starting to widen as small to medium Spanish banks hammered over mortgage tax Brazilian assets continue to perform as the election of Jair Bolsonaro is a done deal, slated for next weekend Mexican peso weaker.   Reports … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , , | Leave a comment

Week In Review – October 5

Posted on October 7, 2018 by macromon

Summary Ugly week for Global Bonds.  Run to our Sept 23rd post, The Gathering Storm in the Treasury Market 2.0,  as to why we thought yields were about to spike.  Boy, did they Stocks followed bonds lower causing pain the … Continue reading →

Posted in Bonds, Uncategorized, Week in Review | Tagged , , | Leave a comment

Week In Review – September 14

Posted on September 15, 2018 by macromon

Summary Decent week for risk Nice action in Euro periphery and most EMs Tighter U.S. credit spreads Commentary:   Not much this week.  Markets reflecting strong U.S. economy.  It’s a mug’s game trying to predict short-term stock moves (frickin’ futile), especially … Continue reading →

Posted in Uncategorized, Week in Review | Tagged | Leave a comment

Week In Review – August 17

Posted on August 18, 2018 by macromon

Summary Turkey continues to get crushed across the board with 10-year blowing out another 40 bps on the week to over 21 percent EM bond markets hammered U.S. credit continues to behave well Euro periphery spreads widening with Italy out … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , , , , , | Leave a comment

Week In Review – August 3

Posted on August 5, 2018 by macromon

Summary Turkey still getting hammered across the board, and now in a pissing match with the U.S. over the detention of Pastor Andrew Brunson The Italian Treasury was in supporting its bond market after a sharp sell-off over budget fears The dollar … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , , | Leave a comment

Week In Review – July 27

Posted on July 29, 2018 by macromon

Summary U.S. 10-year yield wider on the week and pushed toward 3 percent. GDP data good but below whispers Turkey 10-year rates out 72 bps as concerns over lack of liquidity, indie monetary policy, and Trump threats Some decent tightening … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , , | Leave a comment