The Banking and Strategy Initiative

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Tag Archives: BRIC

A Tuesday Mid-Week Trading update: 8 Days and counting, new iPhone, McDonalds sales in Europe, Goldman Sachs is in the Dow, Days of Refi past, ($DJIA, $AAPL, $MCD, $BAC, $GS, $DAL, $V, $JPM, $WFC)

Bernanke holds the Press Conference next Wednesday and presents the Economic Data presented at the 2 day FOMC and the decisions related to monetary policy in general and the Fed’s … Continue reading

September 10, 2013

Global Mid-Day Report: Oil stocks thumb down any more “recovery talk”

Retail Gasoline stocks shot up by 4.5 M barrels in the week after having given hope with customers starting drawing down on gas money and inventories flowing to the pump … Continue reading

July 25, 2012

US Morning Report: PMI at the lower end of the consensus range, really we need the Economic data?

The House price Index starts the boot on the housing recovery that has lasted a minor 20% uptick at the bottom of the cycle(Its a much repeated chart and there … Continue reading

July 24, 2012

US Morning Report: Earnings Report surprises keep the blight off the crop

..Who will take care of the Drought! In a manner of speaking, record yields in US agriculture of no avail as it takes a 40% downtick in production to get … Continue reading

July 17, 2012 · 2 Comments

Global Moves: Brazilian lending crosses 50% of GDP, Korean manufacturing up

Samsung and Kia/Hyundai are going strong as US Imports have held up and thence production Korea sustained at 83 levels. Meanwhile in Brazil Bank credit always in short supply because … Continue reading

June 27, 2012

Global moves: Oil revives global economics, India leads, Asia follows (Draft)

Brent below $90 brings with it a despondent stock market globally on abysmal production and services data for June across China, Europe and even USA. However, with OPEC keeping up … Continue reading

June 22, 2012

Global moves: Euro zone sputters ahead of big data tomorrow

IMF weights for BRICs are rising this year to the Top 10 contributors as Eurozone trade surpluses and economic capacities tread declines with the finality of a two decade long … Continue reading

June 21, 2012 · 1 Comment

US Morning Report: Fed Proposes, Gold and Euro disposed off

Euro looks ripe for a run to 1.25 levels from 1.2710 right now as the markets begin the final hour to lap to the critical FOMC meeting where QE is … Continue reading

June 20, 2012

US Morning Report : Current Account Deficit stays at 2011 levels, futures trade up

After the full year 2011 Current Account Deficit reported a $473 B in March, today’s data for Q1 remains a large $132 B and apparently it does not hurt the … Continue reading

June 14, 2012 · 1 Comment

Staying simple, being HSBC | Banking Insight

HSBC’s investor Day presentation is not out of tune with its marketing campaigns as its Yuan FX desk takes off in London in the Year of the Yuan Dragon. ┬áThe … Continue reading

June 12, 2012

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