The Banking and Strategy Initiative

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Tag Archives: United States Treasury security

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! 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

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

FOMC Policy speak and Forecasts, March 19-20, 2013 (followed by Ben Bernanke Speaks)

  The March FOMC Statement has been released along expected lines. The Fed has apparently tried to remove possibility of runaway speculation around its statements in small measure removing strategic … Continue reading

March 20, 2013

US Morning Report: Read my lips, No more QE~

How Curiosity belled the CAT! In this case President Obama, earning the day’s brownie points yesterday from congratulating the crew of the rover mission Curiosity that landed on another mission … Continue reading

August 14, 2012

The Thursday Fed Update: 30 Y Bond Scare reignites QE, Gold and Silver firm up

The 30Y Auction Bid Cover ratio dwindled steeply to 2.4 from 2.7-3 levels of earlier with a low yield of 1.62% even as Fed Balance sheet assets expanded to $2.871 … Continue reading

June 14, 2012

US Economy: Dollar Index at Top as Flight to safety dominates global investing ( Monday morning market report )

The Dollar index continues above 83 though the Euro is making a fast comeback as renewed hopes of some mutant form of QE by the Fed in June keep investors … Continue reading

June 4, 2012

US week ahead: Measuring the Disaster’s acuity (Global Financial meltdown continues..May 2012)

As measured by interest in the Dollar and US Treasuries, the likelihood of a global all pervasive recession has inched closest to one, far ahead of what it as in … Continue reading

June 2, 2012

The Fed Thursday Update: The Balance Sheet of $2.853 T and the debt ceiling

While the Fed had a decrease in foreign Currency assets almost to $8.2 B and seemingly sold away another $5.2 B of Maiden Lane III, it still added a $10 … Continue reading

May 18, 2012

US Economy: Higher Interest rates are here (likely!) and that guarantees growth

In what must gladden our and even Paul Krugman’s hearts, just two weeks ago a paper from our PM namesake and IMF Economist Manmohan Singh appeared to taser thru fixed … Continue reading

May 1, 2012