Archive - Blog entry
August 17th, 2009
More "Permanent" OMO Buys - Where's the Exit?
Submitted by Bruce Krasting on 08/17/2009 13:19 -0500Fed chases the market with today's POMO buy. Another good day for the dealers. How long will this Treasury paper stay on the Fed balance sheet? Forever.
Flight to Quality Correlations
Submitted by scriabinop23 on 08/17/2009 11:01 -0500Graphs of rolling correlations between a pick of a few instruments.
Daily UK and Europe Highlights - 17 August 2009
Submitted by Raymond Shaw on 08/17/2009 05:15 -0500UK and Europe highlights for 17th Aug 2009. Lots of things to cover this Monday morning especially the house price report out of Rightmove UK and other noteworthy news and articles. The negativity continues...
Distractions
Submitted by Nemo on 08/17/2009 03:22 -0500More Aussie M&A and signs that China has a long way to go before sustainable growth is in sight
August 16th
Investor Sentiment: The Perfect Trifecta
Submitted by thetechnicaltake on 08/16/2009 11:00 -0500Whether the perfect trifecta becomes the perfect storm (again) for investors is yet to be determined.
NOAA - Record Hot Water
Submitted by Bruce Krasting on 08/16/2009 10:31 -0500The economy is in hot water. The oceans are too. Record global water temperatures will mean bigger, more frequent storms this year. There is record hot water in the Gulf of Mexico. The pro forecasters are calling for a lite storm season. The next 45 days will prove them right or wrong.
August 14th
Let's Play Ping Pong!!
Submitted by thetechnicaltake on 08/14/2009 10:50 -0500The hot and cold market lives on as prices ping pong from one extreme to another. Are investors being taken for another ride?
Daily UK and Europe Highlights - 14 August 2009
Submitted by Raymond Shaw on 08/14/2009 03:43 -0500UK and Europe highlights for Friday 14th August 2009. More discussion on the topic of Eastern Europe, Ireland. Fully posted now...
August 13th
FHFA Report on Restructurings – Everything is Going Fine
Submitted by Bruce Krasting on 08/13/2009 23:18 -0500FHFA is patting it's self on the back again. They have been very busy in D.C. The question is are they doing the right thing?
On Fed Intervention and the Blogs
Submitted by Bruce Krasting on 08/13/2009 15:06 -0500Another successful auction brought you by FRB NY. This topic has been in the blogs for a week. Does this answer the question, "Is the Fed intervening in the bond market?"
Daily UK and Europe Highlights - 13 August 2009
Submitted by Raymond Shaw on 08/13/2009 05:14 -0500UK and Europe highlights for 13th August 2009. Lots of data out of Eurozone and the CEE region. Funnily, I think I have beaten Bloomberg, Reuters and just about every other news wire in reporting the Russian International Weekly Reserves data! Other economic data will be updated as its released. Some interesting notes on Raiffeisen International of Austria, jump in...
August 12th
Treasury's New Solution: "Greenies"
Submitted by Bruce Krasting on 08/12/2009 20:36 -0500The Fed's decision to wind down their bond purchase program puts more pressure on Treasury. Geithner and Co. are working on a plan to solve these minor problems. Greenies are coming.
Daily UK and Europe Highlights - 12 August 2009
Submitted by Raymond Shaw on 08/12/2009 04:18 -0500Wednesday UK and Europe highlights. Coverage of the mayhem in the Asian markets today. Since I wrote the post, Indian market indices opened to the downside despite upbeat industrial output data, seems likes the standard theme today across Asia. Article will be updated to keep up with data releases (BOE inflation report, etc). More inside as usual.
