Blog Archives

Bubblecious Global Markets worried by China skinny dipping again? | Advantage China

CCB in the market with a $15B shopping Bag Dealmakers are happy of course and US bank stocks jumped 3-5% on yesterday’s news that China’s no. 3 by assets and no. 1 by growth, China Construction Bank is looking for

Tagged with: , , , , , , ,
Posted in Amitonomics, Banking, China, Emerging Markets, European Sovereign Debt crisis, Financial Services, Global, Retail Lifestyle, US

The Euro comes home (2012): How the Finns plan to influence the ennobled world!

The Swedes of course sweeten the pot for Economics and Life Sciences, Research in Physics and Chemistry and even subjects like Peace to bring their unique brand of influence on the World moving forward. The Finns in turn have created

Tagged with: , , , , , , ,
Posted in Amitonomics, Banking, European Sovereign Debt crisis, US

US Morning Report: The Pound winds down, Stanchart pays with $15B in Market Cap and Facebook gets ready for extreme supply

The Pound Sterling fell to more comfortable levels in Asia and for once London did not have to go against the grain of the trade in the pre US open markets, as the Euro wound down from an uncomfortable 1.24

Tagged with: , , , , , , ,
Posted in Amitonomics, Banking, European Sovereign Debt crisis, Financial Markets, US

US Morning Report: Draghi says to take the high road, honey!

Here’s what happened. Someone punched in call credentials on a Conference Call to promise only those who take the high road will survive. Corny meatballs which dish out platitudes like, We’d hate to say we told you so! would hardly

Tagged with: , , , , , , , , , , ,
Posted in Amitonomics, Banking, European Sovereign Debt crisis, US

Global Mid-Day Report: Not much calm Before the Storm

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,

Tagged with: , , , , , , ,
Posted in Amitonomics, Banking, Brazil, China, Emerging Markets, European Sovereign Debt crisis, Global, housing, Retail Lifestyle, US

US Morning Report: It is the Economy, Mr Bernanke!

The moderate recovery underway in the data seems to wax and wane according to its distance from a scheduled Fed meeting with bad new home sales last week ignored as the Beige Book and now the Personal Income shows a

Tagged with: , , , , , , , , ,
Posted in Amitonomics, Bailout Nation, Banking, European Sovereign Debt crisis, US

Bank Results Season: Humpty Dumpty dropped off the Bonds, and inside the slammer he went… Deutsche Bank Q2 2012

Deutsche Bank’s myriad investigations that started this quarter coincided ith a more moderate but equally urgent delveraging of its Market Risk and Credit Risk books and trading revenues fortunately fell only 35% but profits were down 63% Trader Anshu Jain’s team(DB:US)

Posted in Amitonomics, Banking, Emerging Markets, European Sovereign Debt crisis, Financial Services, Global

US Morning Report: FOMC starts tomorrow, ECB will be buying bonds, Japan is ready to join the good guys

The honest to god assessment of Geithener’s meeting with Draghi and German Finance minister Schauble today or the ECB meeting on Wednesday is that US and Europe in a Coordinated Central Bank effort willl affirm to more Central Bank Liquidity

Tagged with: , , , , , , ,
Posted in Amitonomics, European Sovereign Debt crisis, Global, Retail Lifestyle, US

Bank Results Season: HSBC climbs on $8.44B H1 Net Profit (Q2 2012)

HSBC rostered an amazing $19B in Net Interest income in the first 6 months and aboard the Q1 ship that posted $6.8B in reported PBT, grew PAT above expectations to $8.44 B though down from last year’s $9.22 B in

Posted in Amitonomics, Banking, European Sovereign Debt crisis

US Morning Report: Markets open to a flood of worried earnings reports

Asia took USD Treasury yields south to another all time low as McDonalds’ reported  below par result and Beijing reeled under flash floods that cost the airport 800 cancelled flights and a lot of deaths. The Euro went under the

Tagged with: , , , , , , ,
Posted in Amitonomics, Emerging Markets, European Sovereign Debt crisis, Financial Markets, US