Tag Archives: Week in Review

Week In Review – February 2

Posted on February 4, 2018 by macromon

No poetry, no prose in the Week In Review. We gave you plenty to munch on this past week and today is a holy day, Super Bowl Sunday.  We posted many warnings about the events of last week and  how … Continue reading →

Posted in Charts, Daily Risk Monitor | Tagged , | Leave a comment

Week In Review – January 26

Posted on January 28, 2018 by macromon

Summary The wealth effect – boosting consumption out of what is perceived as permanent wealth -seems to be kicking in.   Consumers are feeling flush with the humungo gains in stocks and housing over the past few years.  It also … Continue reading →

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

Week In Review – Jan 5

Posted on January 7, 2018 by macromon

  What a first week to start the year.   Frothy the Snowman refuses to melt! Emerging markets still all the rage. No supply, my friends.  Global markets have gone parabolic. Fixed-income – Greece bond yields hit 12-year low as … Continue reading →

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

Week In Review – Data Only

Posted on December 9, 2017 by macromon
Posted in Uncategorized, Week in Review | Tagged , , , , , , | Leave a comment

Week In Review – November 3: Are Credit and EM Starting To Crack?

Posted on November 5, 2017 by macromon

  Global Stock Indices Turkey up Monday through Thursday but gave some back on bad inflation print Friday morning, which took the country’s 10-year rate up and currency down, bigly.   Turkey is one of the largest emerging markts.   Watch … Continue reading →

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

Week In Review – October 6

Posted on October 8, 2017 by macromon

Global Stock Indices The global stock bull market continues like a full force gale with the emerging markets leading the way.  The grand narrative of the market is the synchronized global recovery and the hope for U.S. tax cuts. The … Continue reading →

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

Week In Review – August 8

Posted on September 10, 2017 by macromon

Global Stock Indices Emerging markets once again led the charge in the global equity markets this past week.  Russia continues it momentum, which we thought would begin to bounce after being down almost 15 percent in the first half. Japanese … Continue reading →

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

Week in Review – August 25

Posted on August 27, 2017 by macromon

Global Stock Indices Kind of a quiet week for developed markets (DM) though with an upward bias. Emerging markets continue to rip higher with Brazil up almost 4 percent for the week on expectations of a massive sale of state … Continue reading →

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

The week explained – Economist

Posted on March 14, 2014 by macromon

Libya’s prime minister is dismissed, China’s economy may be slowing and Britain’s Labour Party says no to an EU referendum. We explain three of this week’s important news stories. For more video content from The Economist visit our website: http://econ.st/1npFN4L … Continue reading →

Posted in Video | Tagged , | Leave a comment

The [First] Week in Review: A Capital Flows Sandwich?

Posted on January 7, 2011 by macromon

Not a bad start to the year if you were in the right space.  A Frenchman with a long position in “Apple the Sovereign” was up over 8 percent in Euros.   Note, Apple rose another $2.00 to $338 after Friday’s … Continue reading →

Posted in Apple, Bonds, Charts, China, Commodities, Currency, Economics, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , , , , | Leave a comment