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CREDIT SUISSE: This Is Not A Currency War
Debate about the prospect of a currency war has been raging for months, and a recent pledge by the world’s 20 largest economies not to devalue their currencies has done little to calm the rhetoric.The...
View ArticleFiling Frenzy: WisdomTree, Guggenheim, Direxion, Van Eck, and ERNY Enter The...
Following the early release of the Fed Minutes this week, Wall Street has enjoyed a strong upward trend, encouraging ETF issuers to fill the pipeline with new funds. In total, five different firms...
View ArticleKeeping At It
“I would sometimes think that maybe I ought to stop trading because it was very painful to keep losing. In ‘Fiddler on the Roof,’ there is a scene where the lead looks up and talks to God. I would look...
View ArticleHigh Yield Bond ETFs Battle For Inflows: HYG vs. JNK
Interest in high yield bond ETFs has been on the rise ever since the Federal Reserve implemented its ultra-low rate policy following the 2007 housing market bubble. This breed of fixed-income...
View Article3 Big Surprises Came Out Of China This Week
Overshadowed by Japan's ambitious monetary policy experiment, the heightened tensions from the Korean peninsula and the nearly 1/3 increase overall cost of the Cypriot adjustment (not to mention the...
View ArticleGold and Silver Forecast for April 12
Gold and silver changed course again this time slightly rose after they have tumbled down a day earlier. Major “risk related currencies” such as the Euro and Canadian dollar also rallied against the...
View ArticleUnderstanding How Seasonal Market Strategies Really Work!
It’s that time of year when I remind you of the market’s remarkable history of annual seasonality.It’s been proven beyond doubt that the market tends to make most of its gains in the winter months...
View ArticleDaily ETF Roundup: Stocks Snap 4-day Win Streak In Lackluster Session
U.S. equities broke their four-day winning streak today, finishing slightly lower, but still off their lows earlier in the session. Weighing on the markets were a slew of disappointing economic...
View ArticleWeekly Eurozone Watch: Yen Carry Returns
Key Data PointsGerman 10-year Bund 5 bps higher; France 1 bp wider to the Bund; Belgium 4 bps wider; Ireland 22 bps tighter; Italy 10 bps tighter; Spain 11 bps tighter; Portugal 10 bp tighter; Greece...
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GOLDMAN: Here Are The 3 Reasons Why We'll See A Sharp Reduction In The Deficit
Jan Hatzius of Goldman Sachs had some interesting commentary on the deficit the other day. You’ll recognize the sectoral balances chart in his work as he’s one of the few analysts on Wall Street who...
View ArticleDaily Interest Rate Monitor – April 12
(click here if table is not observable)Read more posts on Global Macro Monitor »Please follow Money Game on Twitter and Facebook.Join the conversation about this story »
View ArticleU.S. Equity Sector ETF Weekly Performance – April 12
Anything commodity related, including emerging market equities, got hammered today. Gold was down 5 percent! Oil off over $2.00. The consumer discretionary, financials, iondustrials, and...
View ArticleMasters Week: G’Day!
Jason “Make My” Day! Click here for leaderboard. Not since 1996 and Greg Norman has an Aussie been on top of the leaderboard going into the weekend. We love our Aussie friends and it would be great...
View ArticleWeekend Lecture: What should economists learn from the financial crisis?
Speaker(s): Dr Ben S Bernanke, Olivier Blanchard, Professor Lawrence H. Summers, Axel A. Weber Chair: Professor Sir Mervyn KingRecorded on 25 March 2013 in Old Theatre, Old Building.(click here if...
View ArticleCurrency Positioning and Technical Outlook: It is not about the Dollar
The yen has replaced the dollar as the key fulcrum in the foreign exchange market presently. The yen bears have been frustrated by a series of developments. They were unpleasantly surprised by news...
View ArticleA Hedge Fund Journalist with Integrity
My friend Josh Friedlander, Editor at Absolute Return, has written a very good essay in the Hedge Fund Intelligence Global Review 2013. Unlike most journalists covering the sector who offer uncritical...
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MAULDIN: There's A Huge Problem With Our Deficit Forecasts — They Assume A...
An engineer, a chemist, and an economist are stranded on a deserted island. They are starving, when miraculously they find a box filled with canned food. What to do? They consider the problem, bringing...
View ArticleETF Insider: All Aboard The Bull Train
With first quarter earnings season off to a hot start on Wall Street, investors and traders alike had more reasons to buy on the dips this week instead of take profits. Better-than-expected jobless...
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The Japanese Yen Trade Has Created A Big Career Risk For Macro Hedge Fund...
Just like everyone else in the financial markets over the last week or so I have become the world-famous specialist on Japanese flows (!)*. I have heard a lot of more or less plausible stories and when...
View ArticleCool Video: Meet Our Microbiome--the Other 99%
This Cool Video is from the PBS Digital Studios, (with a top of the hat to Maria Popova from Ex.Plore for spotting it). The discovery of the microbiome is simply mind-blowing. Over time, it will...
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