Showing posts with label US markets. Show all posts
Showing posts with label US markets. Show all posts
Wednesday, July 3, 2019

2/7/19: Factset: Negative EPS guidance hits the highest 2Q level since 2Q 2006

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Bad news for the 'fundamentals are sound' crowd when it comes to justifying stock markets exuberance: based on data from Factset, ...
Tuesday, September 13, 2016

13/9/16: U.S. business investment slump: oil spoil?

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Credit Suisse The Financialist recently asked a very important question: How low can U.S. business investment go? The question is really a...
Monday, August 20, 2012

20/8/2012: China's 'This Time It's Different' turn?

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Two charts and a table that are really self-explanatory. All via http://macromon.wordpress.com/: This time, it's clearly ve...
Saturday, August 15, 2009

Economics 15/08/2009: US rally is unlikely to last - implications for Ireland

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Some are making lots of hay out of the idea that Germany, France, the US and the UK economies are improving and that this will have a positi...
2 comments:
Monday, April 27, 2009

Daily Economics 27/04/09: Brian Lenihan/NAMA and US opening

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GM debt-for-shares swap as an illustrative example for Irish banks? General Motors is offering an interesting insight into senior debt recov...
1 comment:
Monday, April 13, 2009

Daily Economics 14/04/09

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University Quality & Earnings: this week's paper "University Quality and Graduate Wages in the UK" ( IZA Discussion paper...
4 comments:
Thursday, April 9, 2009

Daily Economics 10/04/09: Rappers want Euros

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Taxpayer champions? An excellent argument by David Quinn on the need for someone to step out of the shadows and become a taxpayers champion ...
1 comment:
Thursday, March 26, 2009

A tale of a missing bonds rally

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US markets have seen some strong rally momentum in recent days. Here is a good piece on bond markets in the US. " If there really are ...
Monday, March 23, 2009

Daily Economics Update 22/03/2009

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So we are in a rally, at least in the US. Financials are again in the lead, as chart below showing. 10-year treasuries rise, dollar falls Wh...