Blog Archives

The mid-week trend update (US Economy and Markets): European GDP, Housing starts on the upswing, PPI weakens further

Industrial production down 0.5%, Jobless claims back up at to 360k The Thursday Morning shocker from the Housing report was no reason for markets to worry about US economic recovery in 2013 but a drop in Industrial production for April

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Posted in Financial Markets

IT’s MONDAY: Eurozone comeback isn’t but Euro’s comeback is

As a Rabobank strategist put it in today’s Reuters insider videogram, because of the fragmented euro bond markets in 2010 and 2011 , the current strength in the Euro is much more than a euphoric pick up on German manufacturing

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Posted in Financial Markets

IT’S MONDAY! Apple reports earnings, Euro still trying the stratospheric trade (US Economy April 22-26, 2013)

The week has a lot of quality big pharma earnings lined up for Thursday with expectations high after J&J’s beat last week but the week starts with a 20% expected downtick in Apple (US:AAPL) at just above $10 against last

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Posted in Financial Markets

Ben Bernanke Speaks (Q&A , post FOMC 1430 hrs March 20, 2013)

A rather non conventional start to the presser with Ben Bernanke being cornered on how big the change in Employment situation and inflation would actually cause the Fed to reduced the buying program both for Agency MBS and Long Treasuries

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Posted in Financial Markets

FOMC Policy speak and Forecasts, March 19-20, 2013 (followed by Ben Bernanke Speaks)

  The March FOMC Statement has been released along expected lines. The Fed has apparently tried to remove possibility of runaway speculation around its statements in small measure removing strategic Ifs and buts from the January statement specifically when confirming

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Posted in Financial Markets

IT’S MONDAY: A US Morning Report to break the silence (again) for growth and optimism

US this week – March 18, 2013 to March 24, 2013 It’s Monday – A US Morning Report on the weekly doo dahs.  We are a very serious follower of Economic trends esp our own list of identified market and

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Posted in Financial Markets

US Economy 2013: January all but forgotten, Industrial production still seems positive.

A late catch up with the meanderings of the US Business Economy’s recovery is due as February’s near washout was saved by early PMI reports and the continuing improvement in Service PMIs. The housing data’s big jump in January was

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Posted in Financial Markets

Ben Bernanke Speaks: US and UK join hands to go down the unlimited QE lane

Making news this Wednesday as the FOMC meeting gets over is the continuing of the Federal Reserve along new NGDP targets or in this particular US cae an unemployment target of 6.5% to continue the $45B open ended QE program.

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Posted in Financial Markets

Fiscal Cliff and a stress test worried by a China slowdown | Banking Insight

The Fed as expected pushed in some harsher conditions for the second edition of the stress test, while Ben Bernanke separately admonished bankers for being too cautious and reducing their lending activity confounding efforts to beat the slowdown,. The Fiscal

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Posted in Financial Markets

US Morning Report: Read my lips, No more QE~

How Curiosity belled the CAT! In this case President Obama, earning the day’s brownie points yesterday from congratulating the crew of the rover mission Curiosity that landed on another mission to Mars. Though the fiscal cliff looms ahead, space age

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Posted in Amitonomics, Banking, Private Equity, US