Blog Archives

European Debt Call: The Greek Debt Opportunity Pt II

Here is the situation as the flyball caught by NYTimes’ Dealbook indicates , the softball ready to be smashed around the ground, but with enough near hstory to scare banks from participating (having lost on the first 80/20 haircut deal

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Posted in Banking, European Sovereign Debt crisis, Financial Services, Global, O'nomics, Private Equity, US

FOMC commits no new twists and turns in January 2012

Ben Bernanke’s first meet the press for 2012 is another hour away while the Policy Statement following yesterday’s FOMC meeting shows more of the same 0-0.25% target rate till late 2014. Pending any tax reforms of course that have been

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Posted in Amitonomics, O'nomics, US

US Economy: The refi bounce back is real, the Euro here, GS clear

The MBA report for the week Jan 14 showed great elasticity at 23% composite and 26% Refi to grow back above its near term moving averages, completing the weeding of the trough of Christmas and Purchases back to August highs.

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Posted in Amitonomics, O'nomics, Retail Lifestyle, US

The Payrolls by month..No public hiring yet

Thanks to Team Marketwatch Related articles Jobless Rate Falls to 8.5 Percent, Lowest in Nearly Three Years – Fox News (foxnews.com) Romney, Santorum lead in South Carolina – New York Daily News (nydailynews.com) Syrian officials say 11 killed in Damascus

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Posted in Amitonomics, Constitution Day, Financial Markets, O'nomics, US

This week’s investment banking buzz and inspiration | Advantage Dealbook (Year End 2011)

A feverish December closes a earth shaking 2011 If you are looking for a year end review, you can start hereĀ If you want to know whats happening on new bank regulation just to catch up withthe Joneses and because the

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Posted in Amitonomics, Banking, Dealbook, Financial Markets, O'nomics, US

US Economy: The US Treasury Auction series: 10-Y US Treasury complete for $21 bln

After an impaired Bid cover ratio of 2.86 in October ( 2.86 times bidders value as auctioned amount) and worse 2.54 in November, this month the sensitive 10 year treasuries left the immediate worries of downgrades behind them with a

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Posted in Amitonomics, O'nomics, US

US Economy: More bang for the Treasury buck, Mr Gross

Our statistical review of the US economy may get more frequent this year as the numbers start changing instead of the dull monotony of Bill Gross(PIMCO, Total Return Fund) accumulating MBS Securities to increase his portfolio’s duration after having burnt

Posted in Amitonomics, Banking, O'nomics, Retail Lifestyle, US

US Economy: Building on a 380,000 jobless claims, Wholesale grows 1.6%

Yesterday’s Wholesale Trade report for October showed a growth of 1.6% well above the consensus range after a worrisome sentiment in September. The wholesale trade build was a negative draw of -0.1 in September after a low 0.1 in August

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Posted in Financial Markets, O'nomics, US

A fresh blow from Capital downdrafts

THIS IS A DRAFT ANALYSIS Bank of America gets ready for a Manic Monday Though some observers and we ourselves still believe it is a little unlikely, the world would be waiting on Brian Moynihan when he speaks on America’s

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Posted in Banking, Bonds, Financial Markets, Financial Services, Global, iShares, Mergers etc, O'nomics, Real estate, US

Advantage Dealbook: Cash is your friend

Deals in Q2 maintained a constant premium of 6.1 times EBITDA (Enterprise Value ) according to the score cards variously being analysed since mid June. What most have not printed yet, is that the sanity prevailing in deal valuations is

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Posted in Amitonomics, Banking, Dealbook, Financial Markets, Investments, Mergers etc, O'nomics