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Tag Archives: china

It’s Monday Again: Markets hath no fury than when scorning banks, Blackberry gets a ‘sinking deal’ (The Week ahead: September 23 – 27, 2013, US Economy & Markets)

Markets cannot be allowed to Dictate Fed Policy Jefferies results cascaded an apposite downturn into the markets even as GM was upgraded to investment grade on the back of a … Continue reading

September 23, 2013

The Mid Week Trading Update: 6 days and counting, Wall Street nudges down Dell worth $25 Bln to Dell and that Apple blowback

Those attending the Cuertino CA announcement on Tuesday did not perhaps realise that the plasticised 5c series from Apple was still worth $650 (India) and almost $750(China) unlocked , as … Continue reading

September 12, 2013

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

It’s Monday Again: A market holiday in the USA, and increasing Auto sales continue to drive

..citizens out of the cities. Case Schiller did report the lowest price increases in New York this month and probably Boston as well as Arizona and San Diego continue to … Continue reading

September 2, 2013

It’s Monday Again: Cancer Pharma M&A, Luxe retailers Sales reports and a higher GDP clip

  Jackson Hole seemed exceptionally sunny as the search for Bernanke’s replacement is on and despite Bullard and the high rate hit new Home Sales last week a Setember calendar … Continue reading

August 26, 2013

It’s Monday again: The Currency wars are definitely not data driven (US Economy & Markets, The week ahead August 19, 2013 – August 23, 2013)

And the Euro could be the unwitting player being forced to win despite the ECB wanting it to settle at lower 1.30 levels . Of course Euro long positions would … Continue reading

August 19, 2013

It’s Monday Again: Taxes are good for everyone, the new iPhone a precursor of a cheery Holidays (US Economy and Markets: the week ahead August 12, 2013 – August 16, 2013)

The banks are of course back with a bang. This year’s 25% jump in Financial sector stocks led by the start of the year run in Citi and BofA still … Continue reading

August 12, 2013

It’s Monday again!: Economic Recovery strength in the second half greatly exaggerated ( US Economy & Markets:: August 05- August 09, 2013)

The ISM Services indices, comparable to PMIs in other geographies, jumped to 56 even as the sub indices for unemployment followed the declining numbers on the Employment situation Report on … Continue reading

August 5, 2013

The mid-week trading update($F, $SBUX, $FB, $LLY, $AMZN): Not to deprive you of your coffee buzz in the A.M. (July 24th and 25th, 2013)

This edition of the mid week trading update was well lost to some great results we were collecting on;   Ford, which broke all results in China and has some … Continue reading

July 26, 2013

It’s Monday Again!- Brazil sets off Dollar’s return on the wrong foot, but EMs it seems to be (July 22-July 26, 2013 – US Economy & Markets)

  Firstly, it wasn’t us to blame for not starting you off on Monday the last 2-3 weeks as we did deliver the Bank results and well, you have not … Continue reading

July 22, 2013

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