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Category Archives: Amitonomics

It’s Monday Again!: A celebration weekend, Monday is slow off the pike? HBC:US, TWTR:US, GS:US, GM:US, F:US, NFL, (The Week ahead: Nov 04, 2013 – Nov 08, 2013, US Economy & Markets)

If you still have your Halloween costume on, or celebrating Deepavali in India you might be excused. In fact I almost did, but then I remembered that HSBC had reported … Continue reading

November 4, 2013

The Mid-Week Trading Update: Earnings Season proves bulls right, Chicago PMI floors the pedals at a 65.9(V:US, MA:US, FB:US, TWTR:US, PFE:US, SNY:US, MRK:US, SSNGY:US)

Of course the recovery is capped as early earnings from Banks showed housing stepping into a mire and hoarding Cash still works for R&D rich Apple and Samsung. Caterpillar’s great … Continue reading

October 31, 2013

It’s Monday Again: Bank Earnings trough passed? Home recovery on the brink (The Week Ahead: October 28 – November 01, 2013 :: US Economy & Markets)

The Bank rally could have well and truly peaked but for the fact that European Banks are shrinking their credit assets at almost 10% for the last 4-5 quarters and … Continue reading

October 28, 2013

Resolution Weekend: JP Morgan gets to a $13 Bln end point with Eric Holder

More settlements are likely in California and the Sunday Morning’s figures include only civil resolution but atleast Eric Holder and his deputy Tony West managed to close out their front … Continue reading

October 20, 2013

Bank Results Season: Goldman Sachs reports another $2.88 earnings per share (Q3:2013)

As expected by the markets, Revenues dipped nearly 15% year on year , though the impact is still largely from Trading Income in Bonds and the ongoing Taper /no Taper … Continue reading

October 17, 2013

Bank Results Season: BofA makes it 4/4 on below expectations

Of course, after Bank of America’s $2.5 Bln 20 cents a share run in the low mortgage quarter finds investors chary of the mortgage producers US Bank and Signature Bank … Continue reading

October 16, 2013

It’s Monday Again: A few new names for the Nobel, Fama, Hansen and Shiller make it for empirical asset prices( The week ahead: October 14 – October 18, 2013 – US Economy & Markets)

For those not from the subject area of Finance, would be thus glad to know that Fama has been pricing Bonds and all Financial assets. His key ones ¬†on SSRN … Continue reading

October 14, 2013

Bank Results Season: Jamie Dimon leaves as Chairman of the combined Bank

  Of course that was a technical correction as he left Chairmanship of Chase and this would be typical froosh media that you finally got rid of by coming here … Continue reading

October 11, 2013

The Mid-week Trading update: No #JobsFriday, No #TwitterIPO, You and I might know the Euro is not the next Reserve currency for anyone..(US:TWTR, $TWTR, US:GS, US:JPM, $XRH)

But then, remember it is a slow week and Twitter filing public IPO documents also means less for them as the shutdown continues, but then back on the topic we … Continue reading

October 4, 2013

It’s Monday Again: A slow week for sure, easier to bring smiles back with good economic data? (The week ahead: September 30 – October 04, 2013 — US Economy & Markets)

Consumers have already shutout most consumption, showing on data series since the last three months and not yet improving despite Oil prices falling off a precipice after the Syria blackout … Continue reading

September 30, 2013

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