Tag Archives: Currencies

Week In Review: JP And The JFK-Trump S&P500 Analog

Not a lot of poetry or prose again this week. We posted much material on our thoughts over the last few days. Have a look. Also review the data tables below. We do think markets are in for a bounce … Continue reading

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Global Risk Monitor – February 9

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Global Risk Monitor – February 2

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Bonds Behaving Badly

We began the week with our Watch This Space post: Because the eurozone is where the big bond bubble lives. Though the euro periphery is now in Convergence 2.0 mode on hopes of eMac’s vision of a more integrated ‘zone, … Continue reading

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Week In Review – January 26

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

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Global Risk Monitor – January 26

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Week In Review: Global Stocks Riding “Big Mama”

Portugal’s Hugo Vau has surfed one of the biggest waves ever seen at Nazare, it’s been claimed, but is it enough to beat the world record? The wave — nicknamed ‘Big Mama’ — was reported to be up to 35-metres-high, … Continue reading

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Global Risk Monitor – January 19

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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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Global Risk Monitor – January 12

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