Here’s a great follow-up on the previous post about the Japanese equity disease. The following chart from Nomura (via Joe Weisenthal at Business Insider) show US Treasury yields compared to [ … ]
Category: Chart Of The Day
(Just Charts)
THE JAPANESE EQUITY DISEASE?
Yesterday, Barry Ritholtz posted this rather disturbing chart overlaying the Nikkei and S&P 500 from boom to bust (see below). Normally a chart like this is easy to shrug off, [ … ]
CHART OF THE DAY: WEALTH EFFECT
It’s getting downright ugly out there as stocks are now collapsing 5% this session and are now off 17% in less than a month. The most interesting aspect of this [ … ]
THE NAME’S TED, REMEMBER ME?
The bottom of the market really fell out in the last few minutes and some worrisome developments are unfolding beneath the surface. If you’ll recall back in 2008 one [ … ]
WHAT IN THE WORLD IS THE BOND MARKET SAYING?
Few things have been more confusing to traders in the last few weeks than the action in the bond market. With the USA on the verge of a near default [ … ]
A BRIGHT SPOT IN THE ISM REPORT?
If you’re worried about hyperinflation then I’ve got good news for you. This morning’s ISM report shows that fears of hyperinflation are substantially overblown. If you’ll recall back 3 or [ … ]
THE FREIGHT TRAIN THAT IS CHINESE OIL DEMAND….
Over the last 10 years no theme has dominated the markets like the China story. I’ve consistently harped on the fact that the US economy is no longer the engine of growth in this cycle. Back in early 2009 I wrote:
CHINA JULY PMI SHOWS ECONOMIC CONTRACTION
While the world is busy obsessing over the debt crisis in America and Europe there is new evidence that the most important economic region in the world is slowing. The [ … ]
AN INSUFFICIENT RECOVERY
This data from La Caixa will help put the magnitude of the “recovery” into perspective. Clearly, there’s something bigger going on underneath the surface than just a weak recovery. [ … ]