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The Weekly Track – Summer Fun?
The Theme Monitor: The dangerous dance of deflation and the dread of the double-dip recession remained in the front of the conga-line with Bernanke’s Jackson Hole speech and the dribble of bad housing data and durable ... [ more ]
Faros Trading Special Report: Deer in the Headlights or Laissez Faire? The Gloves Must Come Off.
The Federal Reserve has a well defined mandate. To "promote effectively the goals of maximum employment, stable prices, and moderate long-term interest rates." Prices are apparently stable and long-term interest rates are beyond moderate, so let’s ... [ more ]
The Morning Track – Epicureanism
The Question of the Day: Is present growth enough to balance future worries? The USD/JPY moves off its 15-year highs overnight as talk of intervention finally works even as JGBs rally and stocks remain offered. ... [ more ]
The Morning Track – Looking the Wrong Direction
The Question of the Day: Are markets too myopic? Overnight selling of stocks and buying of bonds continued as the markets react to the weaker US data yesterday and forecasts for global growth recede. This comes ... [ more ]
BHP-Potash: Emerging Market Food Demand Setting The Table?
Just when it seemed like the "fertilizer wars" were over! A budding feud, reminiscent of the year-long battle between fertilizer companies Agrium (NYSE: AGU), CF Industries (NYSE: CF) and Terra Industries (acquired by CF in March ... [ more ]
Nothing Special – Just Bad News
The news in the US is bad – the question is just how bad. The turn in the Philadelphia FED manufacturing activity index is probably the most troublesome for the market as it hits at ... [ more ]
The Evening Track – Remain Calm
Question of the Day: Is it Safe to Regulate? The only news story of the day came from the Bank of Canada pushing for support of the BIS new banking standards which will require higher ... [ more ]
The Morning Track - Crickets
The Question of the Day: Why are stock markets lower? The US rally fizzled slowly and overnight markets are lower across the globe suggesting something happened but the news flows have been light and the ... [ more ]
The Evening Track – The Next Shoe To Drop
Question of the Day: What do you do with FNM, FRE? The stronger than expected industrial production data for July put fears of a double-dip recession back down below 25% and made many run back ... [ more ]
Hassium - Market Summary 11th August 2010
Market Summary We maintain our cautious stance despite the stronger than expected Q2 earnings season. The July equity rally was also about short covering with light trading volumes. The US housing market continues to be fragile, ... [ more ]