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February 3, 2011
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Page 2586 of 3389Charts of the Week
Untitled
February 2, 2011
Conference Call Presentation/Charts of the Week Topics Covered This Week Include: World Inflation Commodities Are Going Up Core Versus Headline Inflation Inflation Expectations POMO Works – Stocks And Commodities World Stock Correlations World Commodity Correlations POMO Doesn’t Work – Bonds And Yen World Bond Correlations World Currency Correlations Everything Is Correlated Earnings European 5-Year Yields… Continue reading Untitled
Market Talk
ADP Report Is Worse At Predicting Payrolls Than A Consensus Estimate
February 2, 2011
Today’s ADP report shows 187,000 jobs were created in January. Should we care? Recall that last month an ADP release of 297,000 jobs set economists and traders on fire as they changed their bets and forecasts for December payrolls. Some even predicted job gains of more than 250,000 taking the consensus from 110,000 to near… Continue reading ADP Report Is Worse At Predicting Payrolls Than A Consensus Estimate
Newsclips
Is The Latest Deal To Save Europe The Deal That Sticks?
February 2, 2011
<Click on chart for larger image> Euro Intelligence – Towards a deal For once, the eurozone is off the front pages due to events elsewhere. But what continues is the euphoric rise in the euro’s exchange rate, and the fall in bond spreads, in response to a realisation that the European Council will ultimately agree… Continue reading Is The Latest Deal To Save Europe The Deal That Sticks?
Market Talk
The First Day Of The Month Performs On Cue Once Again
February 2, 2011
Comment In January we detailed the fact that if an investor were to buy the S&P 500 at the open of the first day of each month and sell at the close of the first day of each month, he or she would have captured 133 of the 142 points (94%) of gain in the… Continue reading The First Day Of The Month Performs On Cue Once Again
Newsclips
The Federal Reserve Overtakes China As The Largest Holder Of U.S. Treasuries
February 2, 2011
<Click on chart for larger image> The Financial Times – Fed passes China in Treasury holdings The Federal Reserve has surpassed China as the leading holder of US Treasury securities even though it has yet to reach the halfway mark in its latest round of quantitative easing, according to official figures. Based on weekly data… Continue reading The Federal Reserve Overtakes China As The Largest Holder Of U.S. Treasuries
Newsclips
More On QE2 And Egypt
February 2, 2011
Slate.com – Protesting on an Empty Stomach Any number of political and social factors underpins the current unrest in Egypt—and as always, economics figures in. The upheaval has shined a light on two serious problems facing the country: Most jobs pay too little, and most food costs too much. First, the structural issue: Egypt has… Continue reading More On QE2 And Egypt
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Reverse Repos
February 2, 2011
The Financial Times – NY Fed to expand reverse repo requirements The Federal Reserve Bank of New York announced on Tuesday that it would accept the participation of money market funds with lower assets under management in the central bank’s future efforts at draining cash from the financial system. The New York Fed said in… Continue reading Reverse Repos
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Quick Collection Of Stories On Egypt
February 2, 2011
The Wall Street Journal – How Cairo, U.S. Were Blindsided by Revolution Two months before Egypt exploded in popular rage, Secretary of State Hillary Clinton met Ahmed Aboul Gheit, Egypt’s foreign minister, in her seventh-floor offices in Washington. U.S. officials were miffed that Cairo was ignoring their pleas to make coming legislative elections more credible… Continue reading Quick Collection Of Stories On Egypt
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Bill Gross Speaks
February 2, 2011
Pimco.com – Devil’s Bargain As I pointed out in a recent Barron’s Roundtable in early January, a “haircut” is a euphemism for government default. A bondholder can receive a “buzz” the old-fashioned way by principal default, but that rather visible and embarrassing option is usually reserved for countries like Greece, which cannot devalue its currency.… Continue reading Bill Gross Speaks
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Wall Street Pay
February 2, 2011
The Wall Street Journal – On Street, Pay Vaults to Record Altitude When it comes to paychecks, Wall Street’s law of gravity is back in full force: What goes down must come back up. In 2010, total compensation and benefits at publicly traded Wall Street banks and securities firms hit a record of $135 billion,… Continue reading Wall Street Pay
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February 2, 2011
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