Blog Archives

IT’s MoNDaY again! The Week Ahead (US Economy and Markets) on Monday Jun 03 – June 07, 2013: Anti Cancer after the big Diabetes push, Banks wink to a strong Q2

If you are still looking for Diabetes treatment led moves in the Pharma industry, the revolution has moved on, though Pfizer and Novartis seem not so surprisingly to have missed the bus again. Merck’s (US: MRK) melanoma success rate hit

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Posted in Financial Markets

IT’S MONDAY: The Fed purchase program is quite a workout for the Market

Fisher seems to have kicked things off immediately with his comments positing that slowing down the $85B monthly bond purchase program could do US some good, Then Chicago Fed reported an ever worsening Midwest CFNAIdata for the month of April

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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

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

The Thursday Fed Update: 30 Y Bond Scare reignites QE, Gold and Silver firm up

The 30Y Auction Bid Cover ratio dwindled steeply to 2.4 from 2.7-3 levels of earlier with a low yield of 1.62% even as Fed Balance sheet assets expanded to $2.871 T. The money supply was under attack to from the

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Posted in Amitonomics, Bailout Nation, 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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Posted in Amitonomics, Banking, US

US week ahead: Measuring the Disaster’s acuity (Global Financial meltdown continues..May 2012)

As measured by interest in the Dollar and US Treasuries, the likelihood of a global all pervasive recession has inched closest to one, far ahead of what it as in 2008 when the expectations were sitting with pundits, market insiders

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Posted in Amitonomics, Banking, Financial Markets, Global, housing, US

The Fed Thursday Update: The Balance Sheet of $2.853 T and the debt ceiling

While the Fed had a decrease in foreign Currency assets almost to $8.2 B and seemingly sold away another $5.2 B of Maiden Lane III, it still added a $10 B in MBS holdings (QE3 again?) and its holdings of

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Posted in Amitonomics, Bailout Nation, US

US Economy: Higher Interest rates are here (likely!) and that guarantees growth

In what must gladden our and even Paul Krugman’s hearts, just two weeks ago a paper from our PM namesake and IMF Economist Manmohan Singh appeared to taser thru fixed income traders’ consciousness on the unlikely subject of Floating rate

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Posted in Amitonomics, Bailout Nation, Financial Markets, TARP, US

US Economy ex. Autos: The ISM positive surprise

Pardon the silly one(pun), but the ISM data includes every success story of the Midwest and still is not the same sentiment as the Auto sales will get tomorrow, please read thus tempered and shaped by us, and tomorrow the

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Posted in Amitonomics, US