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Faros Trading Morning Comment: Risks to Our Dollar Call... Equities and Iran
For some time we have been negative on the USD, negative due to our understanding of the causality of China's flexible exchange rate program and the necessity of their reserves diversification program; a program that was ... [ 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 ]
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 ]
The Morning Track – Blurred Vision
Question of the Day: Are forecasts always wrong? The markets bounced sharply in Europe after a weak opening with Greece concerns dominating from a Der Spiegel story focused on the austerity budgets social costs. The ... [ more ]
More Corr
The more time I spent on Wall Street, the more I learned that there are a lot of right-brain humanities and arts types floating around, and not everyone understands intermediate mathematical concepts. Ten years ago, it ... [ more ]
Categories Industrials Options & Volatility US
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 Morning Track – Unhealthy See-Saws
The Question of the Day: What is safe? The safe-haven buying of bonds seems to have stalled overnight. The bond to equity see-saw has been getting a lot of press lately as money flows out ... [ more ]
Categories Financials Currencies Economics Equities Fixed Income Macro Strategy Asia Australia Europe US
The Evening Track – Burning Down The House
The Question of the Day: What blocks growth – sales or credit or something else? The answer according to the FED surveys today is weak sales outlooks rather than credit access or standards. If you ... [ more ]
Track Research Interview Series - Mike Astrachan
We recently had the pleasure of sitting down with Mike Astrachan, a leading global economist, to get his take on the likelihood of a double-dip recession in the U.S., to hear his global market outlook, ... [ more ]
Categories Financials Healthcare Real Estate Transportation Economics Macro Strategy Asia Europe US
The Morning Track – Stalling Out?
The Question of the Day: What is the stall speed of the global economy? The Japanese 2Q GDP was the surprise news overnight disappointing investors and the government, leading to another round of asset sales ... [ more ]