To set the morning in context, PMIs at Spain and Italy dropped as PMIs at UK, France and Germany hit a new low at near 45 in all three Continental majors. Manufacturing PMI rolls like moss going up the hill,…
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Blog Archives
Global Mid-Day Report: Not much calm Before the Storm
Tagged with: Asia, Ben Bernanke, china, Eurozone, Italy, June, McDonalds, Spain
Posted in Amitonomics, Banking, Brazil, China, Emerging Markets, European Sovereign Debt crisis, Global, housing, Retail Lifestyle, US
Posted in Amitonomics, Banking, Brazil, China, Emerging Markets, European Sovereign Debt crisis, Global, housing, Retail Lifestyle, US
US Morning Report: US markets down for fifth day in a row, the Deal Valley and JP Morgan hopes intact
In European trading first, Germany was a tad up even as the resurgent British and French bond markets could not keep equities up. While France has joined the elite 3 in the Eurozone again as safety zones, we are riooting…
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Tagged with: Asia, Balance of trade, china, Eurozone, Jamie Dimon, JP Morgan, Mariano Rajoy, Natural gas, Spain, Spanish Banks, Twitter, United States
Posted in Amitonomics, Banking, Private Equity, Social Media, US
Posted in Amitonomics, Banking, Private Equity, Social Media, US
US Economy: A recovery not stalled, A Europe still suffering for longer
IMF’s reduction of estimates for US growth dropped US 2012 estimates as well as those for 2013 to 2% and 2.25% as did all the nine regional Feds when they met in June at the FOMC. The Monthly Redbook report…
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Tagged with: Economy of the United States, Eurobond, Eurozone, Germany, Germany-Economy, International Monetary Fund, November, United States
Posted in Amitonomics, Retail Lifestyle, US
Posted in Amitonomics, Retail Lifestyle, US
Global Moves: Spanish banks advised EUR 62 B for 9% Core Capital
The two independent Spanish stress tests conducted by Oliver Wyman and Roland Berger came out with cheerful nes for those tracking the EUR100B “credit line” for Spanish banks with fiscal conditions as per German diktat and the Eurozone fiscal compact.…
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Tagged with: Euro, Eurozone, Gross domestic product, International Monetary Fund, Oliver Wyman, Roland Berger, Spain, Spanish Banks
Posted in Amitonomics, Banking, Europe, European Sovereign Debt crisis, Financial Services, Global
Posted in Amitonomics, Banking, Europe, European Sovereign Debt crisis, Financial Services, Global
Global moves: Euro zone sputters ahead of big data tomorrow
IMF weights for BRICs are rising this year to the Top 10 contributors as Eurozone trade surpluses and economic capacities tread declines with the finality of a two decade long restructuring. Trade surplus for the Eurozone was down 60% from…
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Tagged with: Asia, BRIC, china, Consumer Confidence Index, Euro, European Union, Eurozone, France, Greece, HSBC, International Monetary Fund, OECD, Organisation for Economic Co-operation and Development
Posted in Amitonomics, Bailout Nation, Europe, Global, US
Posted in Amitonomics, Bailout Nation, Europe, Global, US
China’s stimulus for Big Banks (may be counter productive)| Insight China
After a RMB 800B new credit by the big 4 in May or $126 Bln China’s intentions behind creating space on China’s Big Four Balance sheets with a securitization program that just takes current loans off balance sheet for sale…
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Tagged with: Bank of China, Basel III, china, Chinese economic stimulus program, Eurozone, May, Renminbi, Stanchart
Posted in Amitonomics, Banking, European Sovereign Debt crisis, US
Posted in Amitonomics, Banking, European Sovereign Debt crisis, US
US Economy: The more things change..(European inflation data)
Though Italian one year BOT on auction landed a cut off yield closer to 4% than the last 2.3% yield, the inflation thru the Eurozone more or less remained unchanged with a 1.9% for Germany and 3.2% for Italy overshadowing…
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Tagged with: Eurozone, Germany, industrial production, Inflation, Italy, J P Morgan, Jamie Dimon, Money Supply, Retail, Synthes
Posted in Amitonomics, housing, Retail Lifestyle, Social Media, US
Posted in Amitonomics, housing, Retail Lifestyle, Social Media, US
US Economy: Dollar Index at Top as Flight to safety dominates global investing ( Monday morning market report )
The Dollar index continues above 83 though the Euro is making a fast comeback as renewed hopes of some mutant form of QE by the Fed in June keep investors on edge. The 10Y US Treasuries yield has fallen below…
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The Thursday Fed Update: Another $3T watermark for me, with the usual!
Though the Fed Balance sheet data announcement is still an hour away as I start writing this piece today, it is the inevitable updates on size this week from both sides of the pond. The Eurosystem is up to EUR…
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Tagged with: "European Sovereign Debt Crisis", Alexis Tsipras, Balance sheet, Current account, Eurosystem, Eurozone, Greece, United States
Posted in Amitonomics, Banking, European Sovereign Debt crisis, Retail Lifestyle, US
Posted in Amitonomics, Banking, European Sovereign Debt crisis, Retail Lifestyle, US
| INDU | 0.00 | ||
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| S&P 500 | 1669.16 | ||
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| GS | 160.73 | ||
| BAC | 13.44 | ||
| JPM | 53.02 | ||
| UAL | 33.35 | ||
| MCD | 102.14 | ||
| KO | 42.34 | ||
| DIS | 65.83 | ||
| DB | 47.44 | ||
| HBC | 58.17 | ||
| KRS | 38.43 | ||
| PFE | 28.78 |
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