Blurred Vision

Summary US growth concerns fade United States: Better data all round United Kingdom: Solid Retail Sales for September Eurozone: Better German business confidence ‘ Good morning, The first case of the Ebola virus has been reported in New York, the… Read More ›

Recent Posts

  • The reach for yield


    Summary Stocks rebound Equities: Valuations and macro fundamentals solid? Commodity Prices: Supply issues the killer United States: CPI somewhat stronger than expected China: PMI rebounds in September Good morning, While the bond markets might be scenting some deflation in the… Read More ›

  • ECB=QE?

    Euro Cash

    Summary Eurozone: ECB buying corporate bonds? Eurozone: Pressure mounts for fiscal stimulus United States: Existing home sales rebound United Kingdom: Public sector borrowing higher than expected ‘ Good morning, European equity and bond markets jumped higher on headlines that the… Read More ›

  • Still Turbulence

    Plane Storm 2

    Summary Equities: Watch for more buybacks Equities: US equity yield reasonable High Yield: It’s gonna’ keep selling Eurozone: French and Italian budgets China: Hong Kong still dominates data ‘ Good morning, Spare a thought for fellow travellers this morning as… Read More ›

  • Yellen as Springsteen


    Summary US: Fanfare for the common man. US: It’s earnings, not jobs US: Solid data to end the week Russia: Real wage growth slows in September Ukraine: Agreement reached with Russia on Gas ‘ Good morning, After a week like… Read More ›

  • Panic, what panic?


    Summary Markets: The Fed wants a sell-off Monetary Policy: Working through asset prices Risk assets: Value returning? United States: Good economic data all round China: Better loan demand Good morning Again I am writing to you from 35,000 feet. This… Read More ›

  • October yet again!

    Traders in New York  

    Summary Markets: Rout in global equities United States: Gasoline prices a boost for consumers United States: Retail Sales slow in September United Kingdom: Jobless claims fall again ‘ Good morning, What is it about October and crashing markets? After three… Read More ›

  • Last Minutes Count

    John O'Shea

    Summary John O’ Shea – Germany’s Minsky Moment USA: Bonds look expensive, don’t believe the hype! United States: Small business sentiment holds up United Kingdom: CPI slows dramatically Eurozone: More bad news ‘ Good morning from a blurry Dusseldorf, There’s… Read More ›

  • Ole, Ole, Ole, Ole!


    Summary Group-think and Irish football Risk assetsas QE ends A new ‘Minsky moment’? China: Trade data improves in September ‘ Good morning, As I mooch around Dusseldorf’s Old Town this morning, son in tow in his full Irish colours, I… Read More ›

  • Germany’s Pain!


    Summary Germany struggling Eurozone: When will the ECB release the results of the bank stress tests? Russia: Trade balance shrinks in August Eurozone: Italian Industrial Production rebounds in August ‘ Good morning from the flight deck, 30,000 feet up and… Read More ›

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