Category Archives: Week in Review

Week In Review – Jan 12

“Frothy the Snowman, was a jolly, happy soul…. Thumpety, thump, thump, thumpety thump, thump, look at Frothy go!” Momentum is a very powerful thang, especially when powered by a theme of synchronized global expansion and  “blockbuster” retail money flows into … Continue reading

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Week In Review – Jan 5

  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

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The Year In Review

An incredible year in the markets. Here’s a quick snapshot: Fixed-income – The high yielders significantly outperformed; – Greece 10-year yield down 300 bps in 2017; – China 10-year moved 85 bps higher to around 4 percent; – The U.S. … Continue reading

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Week In Review – Data Only

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

  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

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Week In Review – October 6

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

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Week In Review – September 22

Global Stock Indices Relatively quiet week in global equity markets given the FOMC’s historic decision to start reducing the Federal Reserve balance sheet, to which we called the market action a big double cheese non-burger. Argentina continues  rockin’ the free … Continue reading

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Week In Review – September 15

Global Stock Indices Good week for stocks. Major U.S. major indices closed at record highs.   Brazilian stocks at new highs as traders remain confident President Temer will implement market reforms even though he faces a second round of corruption … Continue reading

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Week In Review – August 8

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

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Week in Review – August 25

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

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