SubscribeEuropean Debt Yields in Charts – A Temporary Reprieve
December 19, 2011
The latest trends show that there has been some level of relief to the credit mess within Europe. Yields have come down over the past week for almost all of the countries, although this may be very deceiving as it is unclear Read more
TDI Podcast: New Year’s Resolutions and Market Gameplan (#243)
December 18, 2011
How can anyone deal with this mess? The daily frustration is mounting and we take some time to reflect and to look ahead. In this brief, pre-holiday show, Andrew has a discussion about the markets and what should be some “resolutions” for the New Year.
Who was you favorite TDI Podcast guest in 2001? Cast your vote HERE.
___
Podcast: Play in new window | Download (Duration: 28:19 — 16.2MB)
The Eco News Was Good … But, No One Cares
December 16, 2011
The economic reports out on Thursday for the U.S. were pretty good. In fact, I will go so far as to say that the data was much better than I had anticipated. In particular, the manufacturing sector keeps on expanding, albeit at a low pace.
Don’t underestimate the importance of this as a good part of the Read more
Just Something To Think About… S&P Monthly Chart
December 15, 2011
I was speaking with my friend Jon Markman last night and we were discussing market volatility. In that time we also wandered into the area of technical analysis and some of the more important signals that are available. One that both of us have been partial toward is rather simple: A 10-month moving average for the S&P 500 (or other index).
This has historically been rather good at showing a ling-term trend of when Read more
China Import and Export Growth – Commodities Being Snapped Up, While Exports Slow
December 14, 2011
There are two ways to look at this. One is from the bearish vantage point that will look to at the import volumes as a reason for concern. The bullish team will focus in on the increase in the value of goods imported. Both have reasonable arguments, but the fact is that both prices and demand need to be considered.
While China has been tightening, their currency has been appreciating. Some of the weakness in the exports has something to do with this. But, the fact remains that overall, there is a good amount of growth by value and that is what will eventually flow into the global economy.
Yes, there is a slowdown that is apparent on a YOY basis. And yes again, there is more to come as the full force of the EuroZone austerity measures kick in. The real question will Read more
Links
