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Tag Archives: Japan

It’s Monday Again: McDonalds’ improves Comp Sales, Janet Yellen testimony twice over (The week ahead: Feb 10 – Feb 14, 2014, US Economy & Markets) US:MCD, US:LOW, US:GS, US:JPM

The Yuan and Yen are both about to turn back the clock again, stopping currency appreciation in China and Japan after a big clip, especially unwanted for Japan. Japan sold … Continue reading

February 10, 2014

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

It’S MoNDaY aGaiN (US Economy & Markets): Fixed income investors need Japan more than ever, McDonalds jumpstarts June despite the flu. The Week ahead June 10 – June 14, 2013

McDonalds sales in our eyes beat everyone playing hookey at the employment Situation Report quarters, even as the  Fed tried to pull more wool over the recovery’s eyes, calling the … Continue reading

June 10, 2013

IT’s MoNDaY again! The Week Ahead (US Economy and Markets) on Monday Jun 03 – June 07, 2013: Anti Cancer after the big Diabetes push, Banks wink to a strong Q2

If you are still looking for Diabetes treatment led moves in the Pharma industry, the revolution has moved on, though Pfizer and Novartis seem not so surprisingly to have missed … Continue reading

June 3, 2013

The mid-week trend update (US Economy and Markets): European GDP, Housing starts on the upswing, PPI weakens further

Industrial production down 0.5%, Jobless claims back up at to 360k The Thursday Morning shocker from the Housing report was no reason for markets to worry about US economic recovery … Continue reading

May 16, 2013

Of Buffett and Soros – No just a lot of the Ira Sohn conference

Our Monday morning riser was holding a lot of this so we dedicated a new post to more from the Ira Sohn Conference note. In short, ( pun not intended) … Continue reading

May 13, 2013

US Economy 2013: January all but forgotten, Industrial production still seems positive.

A late catch up with the meanderings of the US Business Economy’s recovery is due as February’s near washout was saved by early PMI reports and the continuing improvement in … Continue reading

March 15, 2013

The Yen may be here to stay as unlimited easing sets in | Abenomics and the Yen-$ parity

Earlier in 2010 and 2011 wwe had warned readers that Japan should find a defender of faith for inflation as that was the only way to get out of “endemic … Continue reading

January 22, 2013

A whiff of profits far away? | Banking Insight

 Liquidity regulation already hurts Lobbying over the new Liquidity rules got hard as the banks enter an Observation period prior to counting of the LCR as standard for compliance. According … Continue reading

December 17, 2012

US Morning Report: FOMC starts tomorrow, ECB will be buying bonds, Japan is ready to join the good guys

The honest to god assessment of Geithener’s meeting with Draghi and German Finance minister Schauble today or the ECB meeting on Wednesday is that US and Europe in a Coordinated … Continue reading

July 30, 2012

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