Monday, January 23, 2012

Tired of hearing about the ECB Deposit Facility? Here is some good news.

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A chart from Barclays Capital just may limit media coverage of the ECB Deposit Facility. The badly needed chart (below) shows Barcap'...

EIA's latest energy projections for the US

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The EIA today released their abridged version of the 2012 Annual Energy Outlook. Here are three key highlights. 1. Net US consumption o...

Two data points on US housing

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Two recent data points add support to our thesis of the US housing market bottoming this year . The first one is from the National Associa...

Interpreting the divergence of HY spreads and VIX

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The following chart shows the average high yield bond spread (as measured by the JPMorgan HY index) vs. VIX. The divergence seems to indic...
Sunday, January 22, 2012

Google Insights for Search and the contagion effect

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Google Insights for Search allows one to track the frequency of searches for a particular word or phrase in the Google search engine.  Th...

The latest actions in the Eurozone's "war"

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The Eurozone bureaucrats and the ECB are trying to use an economic equivalent of the Powell Doctrine in fighting the crisis. Finally they ...

Gingrich victory gives Obama an edge

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Newt Gingrich's victory in South Carolina GOP presidential primary demonstrated once again that the Republican party is uneasy with M...
Saturday, January 21, 2012

Treasury yields likely to rise in 2012

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This week we finally saw a sell-off in longer term treasuries after a relentless rally. With a great deal of new supply hitting the market...