Posts Tagged ‘
America ’
Aug 10th, 2010 |
By Rob
It’s becoming clearer by day that there is little sanity left in the realm that had once been hailed a “free market”. Traders suck up the “good news” of more QE from the Federal Reserve in the U.S., like a junky celebrating one more smack filled syringe he hopes will be soon smuggled in by his big brother. How much longer can the lunacy persist?
Posted in DS Feature, Geopolitics |
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Tags: America, Bernanke, Economic Poison, FOMC Tuesday, GSE Asset Purchases, Long Term Debt Purchases, MBS repo, MBS reverse repo, recession, Socialism, stimulus, U.S.
Nov 19th, 2009 |
By Rob
The world has followed Obama's recent visit to Asia, especially his visit to China, with hopes that Asian currencies would be allowed to appreciate over the short term. China's Renminbi has been re-pegged to the U.S. dollar since mid 2009 and should be allowed to appreciate vs. the dollar, as every major currency has over
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Posted in DS Video, Global Slice |
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Tags: America, Carry Trade, china, Chinese Financial Policy, Chinese Yen, Chinese Yuan peg. depegged, Currency, CYN, CYN pegged to USD, Dollar, equities, Exchange Rate, finance, futures, macro economics, Obama, options, Peg, Profits, Renminmbi, repegged, trades, U.S., U.S. Treasury Policy, USD, yen
Nov 10th, 2009 |
By Rob
Inevitably even the grizzlies have been watching economic indicators gaging the housing market “recovery”, as talk of a 2009 rebound in the United States has now been confirmed by 3.5% growth in the third quarter. Existing home sales bottoming, construction spending pulsing and extreme incentives for new buyers have sweetened the potential for a repeat of the 2004 housing recovery we all loved so well. Yet there remains the issue of magnitude, regarding a potential housing recovery, which may contrast that of 2004 a great deal, and could kill the lasting effects of a bottomed housing market on the broader economy. We will attempt to review and assess the American economy by result of the Housing Market from a historical and quantitative standpoint.
Posted in Industry Analysis, Macro Analysis, Market Synopsis |
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Tags: America, Case Schiller, cds, durable goods, earnings, existing home sales, Fannie, finance, Freddie, GDP, Government Expenditures, GSE, home sales, Housing, HPI, HUD, mbs, Moody, new home sales, New York Times, Originator, p/e, price, Private Inventories, profit, quantitative easing, S&P, sales, stock, U.S.
Jun 1st, 2009 |
By Rob
While the automotive manufacturing business is a relatively un-complicated process, the logistics of compiling inputs to create a finished product has become more complicated in recent years. Most significant to U.S. investors are the "big three" automakers Ford (F), General Motors (GM), and Chrysler, all of which are finding different degrees of strife in the
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Posted in Industry Analysis |
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Tags: America, auto, auto manufacturer, automaker, automobile, chrysler, ford, gm, industry, Japan, Manufacturing, toyota, U.S.