The Banking and Strategy Initiative

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Tag Archives: April

IT’S MONDAY: The Fed purchase program is quite a workout for the Market

Fisher seems to have kicked things off immediately with his comments positing that slowing down the $85B monthly bond purchase program could do US some good, Then Chicago Fed reported … Continue reading

May 20, 2013

IT’s MONDAY: Eurozone comeback isn’t but Euro’s comeback is

As a Rabobank strategist put it in today’s Reuters insider videogram, because of the fragmented euro bond markets in 2010 and 2011 , the current strength in the Euro is … Continue reading

May 13, 2013

IT’S MONDAY! Jobs report and superb results put a positive spin on mixed Economic data (US Economy – May 06-10, 2013)

The deflation risks in a negative reported inflation or falling retail sales and even jobs and hours worked seemed to be forgotten for the week on Friday after the headine … Continue reading

May 6, 2013

US Morning Report: Futures flat, Euro offers no immediate panic

The Durable Goods report came through for US investors on the May data, with the overall Durable goods purchases growing 1.1% after a down/flat March and April. Year on Year … Continue reading

June 27, 2012

US Morning report: It starts with a dull PMI and then, Jobless claims do not add up

It is mostly Global moves from across the  pond hurting this nation as euro data disappoints (The lowdown here) The MarkIt PMI hasn’t caught on the fancy of US Economists … Continue reading

June 21, 2012

US Week ahead: Greece may yet be undecided, FOMC, Housing Starts and that dropping PMI

Trade Balance data from Italy dropped $0.7B to a few millions in deficit as the Export markets in EU have held on month but are down 5% for the year … Continue reading

June 15, 2012

US Economy: Free fall in Oil prices to continue, even as offtake rises, to what avail

At the same time Tuesday for now 13 weeks from the end of February when the last of the risk on assets proved growth, Oil inventories had been rising and … Continue reading

June 12, 2012

China Trade Data and Economic lead points to longer term health | China Insight

In an asymmetrical economic miracle such as China the Dollar’s strengthening has already led to a 6.36 rate to the Dollar contrary to expectations of continuing depreciation to the Dollar. … Continue reading

June 11, 2012

US Economy: April Trade follows predictable pattern

Most of the global economy being snared by a dullness in production and services, April’s Imports and Exports for the US followed the predictable OECD pattern of a duller import … Continue reading

June 8, 2012

The Thursday Fed Update: That rate keeps trending down, Budget Surplus and a Dimon induced spiral – US Economy (Thursday EoD Review)

Someone must be happy we are paying only 3% interest on 30 Y US debt but it is all getting too close to call a bad year for 2013 or a … Continue reading

May 10, 2012