Category Archives: Uncategorized

A Few Thoughts On Why Health Care Went Down

OK, comrades, let’s check our partisanship at the door and deal with some real analysis on the health care bill that just went down in flames. Here are a few of our thoughts on why the Trump/Ryan healthcare bill to … Continue reading

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COTD: The Monetary Transmission Mechanism

On  FOMC eve we thought you’d find the following chart from the IMF’s Global Financial Stability Report useful. The traditional discussion of monetary policy transmission emphasizes how changes in interest rates affect investment and consumption decisions.  These channels operate through … Continue reading

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French Oat-German Bund 10-year Spread

The 10-year France-German bond spread widened a couple basis points this past week, probably due to a general repricing in sovereign bonds in the euro zone on the back of Mario Draghi’s perceived hawkish statements at the ECB meeting on … Continue reading

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US Sector ETF Performance – March 10

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French Oat-German Bund 10-year Spread

Notice on the chart the Oat-Bund spread coming in 25 bps in past week.  We are buyers of a French dip.  See here and here. An apparent threat by far-right leader Marine le Pen to punish state employees who “persecute” … Continue reading

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Picture of the Day

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COTD: World’s Largest Employers

Source: Business Insider

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US Sector ETF Performance – Feb 24

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Global Risk Monitor – February 24

Click on table to enlarge and for better resolution

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Circus Trumps Politic

A thousand people in the street Singing songs and carrying signs Mostly say, hooray for our side  – Buffalo Springfield, 1967 File this one under political analysis. Not partisan as we try to keep our politics out of our analysis.  … Continue reading

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