Showing posts with label ISM index. Show all posts
Showing posts with label ISM index. Show all posts
Saturday, 2 February 2013

Credit - House of pain and House of cards

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"Criticism may not be agreeable, but it is necessary. It fulfills the same function as pain in the human body. It calls attention to a...
Wednesday, 3 August 2011

Markets update - Credit - Rates - Equities - U can't touch this...Hammer time...

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I told you homeboy u can't touch this Yeah that's how we're livin' and you know u can't touch this Look in my eyes ma...
Monday, 1 August 2011

Macro and Markets update - from SNAFU to FUBAR?

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While the happy ending everyone was expected seems to be playing out with the debt ceiling debate, the ISM came out very ugly today, and I w...
Sunday, 10 July 2011

Markets and Macro update - What a difference a day make...

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Not much... If you thought Wednesday wasn't great, Thursday and Friday were pretty dire when it comes to market movements and macro upd...
Sunday, 3 July 2011

Macro update - Scaring off the Stymphalian birds (or the bonds vigilantes) and "Stuck in the middle with you"

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After cleaning the Augean Stables, Heracles was given the task of defeating the Stymphalian Birds, man eating birds with beaks of bronze and...
Thursday, 23 June 2011

Markets and Macro update - "Risk Off" mode is truly on.

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The balance sheet recession is still lean and mean. Macro picture remains weak. It will be essential to monitor the next ISM print on the 1s...