Monthly Archives: April 2017

Will France Launch The Molotov Cocktail?

The Oat-Bund 10-year spread came in almost 10 bps last week.  The Euro rallied a little over 1 percent. A disillusioned and highly undecided French electorate head to the polls tomorrow to choose the two candidates (unless one wins an … Continue reading

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US Sector ETF Performance – April 21

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Global Risk Monitor – April 21

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COTD: Oil Supply Breakeven Prices

Hot from the latest International Monetary Fund’s, World Economic Outlook.   Looks like not many of the projects out there making money at $50 bbl. (COTD = Chart of the Day)

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French Oat-German Bund 10-year Spread

The Oat-Bund yield spread widened out about 7 bps this past week.  Hard left anti-EU candidate, Jean-Luc Mélenchon,  is making a late charge turning the first round of the presidential election into a 4-way horse race.    Though  Le Penn and … Continue reading

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US Sector ETF Performance – April 14

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Global Risk Monitor – April 14

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Why the Equity Bull Market Must Continue

We have been busy crunching some very interesting data on pension funds from the most recent Federal Reserve’s,  Flow of Funds Accounts.    Check out the charts below. Interestingly,  the last time Private and State & Local Government Pensions were fully … Continue reading

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How the Life Insurance Industry Invests

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Major Holders of the US Corporate Bond Market

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