Volume
Not surprising to anyone sitting on a trading desk today but the NYSE consolidated total volume was the slowest full trading day of the...
Weekly Eurozone Watch
Key Data Points German 10-year bund 4 bps lower; Italy 10-year 11 bps tighter to the Bund; Spain 10 bps wider; Portugal 96 tighter;...
Succinct summation of week’s events (8/10/12)
Succinct summation of week’s events: Positives: 1) Initial Jobless Claims total 361k, 9k less than expected and Labor Dept says...
Equity Exposure as Percentage of Portfolios
click for larger chart Source: Federal Reserve Given yesterday’s Bonds beat Stocks discussion, I thought this chart...
1st of the July inflation #’s rolls in
The first of the July inflation reports over the next week was just released. Import prices fell .6% m/o/m and 3.2% y/o/y vs expectations...
10 Friday AM Reads
Some morning reads: • Meaning of weakness in Dow transports (MarketWatch) • Rally Has People Feeling Better About Stocks...
Chinese exports growth slumps
RBA raises Australian 2012 GDP forecast to +3.5%, from +3.0% in May. In addition, the Central Bank reduced its CPI forecast to +2.25%,...
Yesterday no one cared, today they do
Yesterday, not many cared about the weak economic data in China (retail sales and IP) but today they do and it highlights the daily tug...
Bianco on Treasuries, Gold, Investment Strategy
James Bianco, president of Bianco Research LLC, talks about the outlook for Treasuries and gold prices. Bianco, speaking with Tom Keene,...
Earnings vs. Stock Returns
MarketWatch – Good news: Earnings growth is slowing Worried that lower earnings growth will lead to a bear market? You’re not alone....