Will Obama be Seoul Man Defending Fed at G20?
Marginal macro news, the upcoming G20 meetings, rising commodity margins, and enough uncertainty to make even Heisenberg jealous had the market once again bobbing up and down like Shyla Stylez trying...
View ArticleDaily Highlights: 11.11.2010
BoE: Inflation is likely to fall back toward its 2% target over its two- year forecast period. China PBOC drains net CNY30B from money market this week. China's inflation hit a two-yr high in October,...
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2011 - What's Coming
Oh boy is 2011 going to be an exciting year! Some things that I think might happen: -Volatility is going up across the board. If you have the stomach for the swings that are coming across all markets...
View ArticleFrontrunning: July 25
Spain Will Require Regions to Curb Deficits, Its Finance Minister Says (WSJ) Obama cancels fundraising appearances amid stalled debt talks (CNN) Toying With Default: The President isn't serious about...
View ArticleFrontrunning: September 26
Yuan ‘Fully Convertible’ in 5 Years: Adviser (Bloomberg) ‘Barrier’ Around Greece Needed: Merkel (Bloomberg) US banks face losses on loan commitments (FT) Pentagon may cap executive pay reimbursement...
View ArticleBoeing Stock is Ready for Takeoff
TITLE: Boeing Stock is Ready for Takeoff TEASER: My family has a very long history with Boeing (BA). During WWII, my dad got down on his knees and kissed the runway when the B-17 bomber in which he...
View ArticlePresenting 2011's Top 10 Most Corrupt American Politicians
When it comes to corruption, cronyism and general muppetry in Washington D.C., the only real question is 'where does one start?' Yet one has to start somewhere to conclude with a list of the ten most...
View ArticleFrontrunning: April 30
Only the cattle cars are missing: Greece opens detention camp for immigrants as election looms (Reuters) China really wants that Iran oil - China mulls guarantees for ships carrying Iran oil (Reuters)...
View ArticleFrontrunning: June 25
Merkel Backs Debt Sharing in Germany Amid Closer EU Push (Bloomberg) With a ruling as early as today, here are four health care questions the Supreme Court is asking (CBS) George Soros - Germany’s...
View ArticleFrontrunning: July 30
Schäuble View on Eurozone at Odds With US (FT) Juncker: Euro zone leaders, ECB to act on Euro (Reuters) German Banks Cut Back Periphery Lending (FT) Monetary Policy Role in EU Debt Crisis Limited:...
View ArticleFrontrunning: January 8
London Quantitative Hedge Funds Report Second Year of Losses (BBG)Berlusconi Forms Alliance in Comeback Bid (WSJ)Japan to Buy ESM Bonds Using FX Reserves to Help Weaken Yen (BBG)Japan Mulling BOJ...
View ArticleFrontrunning: January 9
A Bold Dissenter at the Fed, Hoping His Doubts Are Wrong (NYT)China and Japan step up drone race as tension builds over disputed islands (Guardian)How Mario Draghi is reshaping Europe's central bank...
View ArticleFrontrunning: January 10
Obama Picking Lew for Treasury Fuels Fight on Budget (BBG)Deutsche Bank Bank Made Huge Bet, and Profit, on Libor (WSJ)Spain Beats Maximum Target in First 2013 Debt Sale (BBG) - In other news, the...
View ArticleFrontrunning: January 11
WSJ picks up on excess "deposits over loans" theme, reaches wrong conclusion: Wads of Cash Squeeze Bank Margins (WSJ)SAC Is Bracing for Big Exodus of Funds (WSJ)Japan unveils Y10.3tn stimulus package...
View ArticleFrontrunning: January 14
Guess who doesn't believe in the "great rotation out of bonds and into stocks": Abe Aids Bernanke as Japan Seen Buying Foreign Debt (BBG)AIG Sues Federal Reserve Vehicle in Dispute Over Lawsuit Rights...
View ArticleTwo 787 Fleets Grounded, As Well As Overnight Optimism
Those who went long Boeing in the last few days on hopes the "smoking battery" issue had been resolved, especially following Ray LaHood comment's he would fly the Dreamliner, which is rapidly becoming...
View ArticleThe Dream Is Over As FAA Grounds Nightmareliner
The pain for Boeing never stops. Just out from Reuters:U.S. FAA says requiring airlines to temporarily stop flying Boeing's 787 Dreamliner. #BREAKINGFAA: Battery failures on Boeing 787s could damage...
View ArticleFrontrunning: January 17
Obama's Gun Curbs Face a Slog in Congress (BBG)Euro Area Seen Stalling as Draghi’s Pessimism Shared (BBG)China Begins to Lose Edge as World's Factory Floor (WSJ)EU Car Sales Slump (WSJ)Fed Concerned...
View ArticleFrontrunning: January 21
With array of challenges, Obama kicks off second term at public inauguration (Reuters)Uneasy in the Political Climate, Mickelson Talks Like Someone Ready to Step Away (NYT)BOJ Should Slow Easing If Yen...
View ArticleFrontrunning: January 22
Geithner allegations beg Fed reform (Reuters)BOJ Adopts Abe’s 2% Target in Commitment to End Deflation (BBG)Bundesbank Head Cautions Japan (WSJ)In speech, Obama pushes activist government and takes on...
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