November 30th, 2011 by Belisarius
FT Alphaville: So much for that impact on currency basis swaps
FT Alphaville: More on the dollar crunch and the liquidity drop
FT Alphaville: Nomura on European bank deleveraging and US loans
FT Alphaville: Hedge fund survey says
FT Alphaville: Italy’s very own special liquidity programme?
FT Alphaville: Behind those Bloomberg banks-profit-from-Fed figures
Felix Salmon: Chart of the day, Morgan Stanley bailout edition
Macro Man: Hang 10
FT BeyondBRICs: China to the world: time for action
FT BeyondBRICs: India’s GDP: the new normal is here
The Big Picture: Merkel to neuter the German Constitutional Court?
The Big Picture: Apple vs Samsung
theunderstatement: Google’s Management Doesn’t Use Google+
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November 30th, 2011 by Belisarius
Pending home sales rose 10.4% in October vs. 4.6% fall in October. On year level, the index is up 9.1%.
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November 30th, 2011 by Belisarius
Chicago Purchasing Managers Index was reported at 62.6. Consensus was at 58.5, prior reading at 58.4.
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November 30th, 2011 by Belisarius
Challenger’s count of layoff announcements was reported at 42,474 in November vs. 42,759 in October.
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November 30th, 2011 by Belisarius
ADP Employment rose 206,000 in November vs. revised (up 20,000) gain of 130,000 in October.
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November 28th, 2011 by Belisarius
U.S. new home sales rose 1.3% to 307.000 SAAR; Consensus was at 315.000 SAAR, prior reading (revised downward 10.000) was at 303.000 SAAR.
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November 28th, 2011 by Belisarius
*** The Big Picture: No, Black Friday Sales Were Not Up 16% (not even 6%) ***
*** The Big Picture: Futures Scream Higher on Italian Bailout Rumor ***
*** The Big Picture: Billionaires’ Top 10 List for Success ***
*** Gavyn Davies: Thinking the unthinkable on a euro break-up ***
*** An American Perspective from China: “Winter is Coming” ***
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November 28th, 2011 by Belisarius
Baltic Dirty Tanker Index fell 0.6%; Baltic Clean Tanker Index rose 3.4%.
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November 28th, 2011 by Belisarius
Baltic dry index fell 4.6% last week; Capesize Index was down 5.7%; Panamax Index fell 2.0%; Supramax Index was down 0.1%; Handysize Index fell 3.3%.
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November 23rd, 2011 by Belisarius
HSBC/Markit PMI fell from 51 to 48.0.
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November 21st, 2011 by Belisarius
*** Gavyn Davies: When should the ECB buy sovereign debt? ***
*** PIMCO Tony Crescenzi: Ben Bernanke: The Decider ***
*** The Big Picture: Discuss: Goldman Is the New Master of the EU? ***
*** The Big Picture: No debt deal, buy Treasuries and the US$?! ***
*** The Register: Kindle Fire: An open letter to Jeff Bezos ***
*** Pogue’s Posts: Nook’s Specs Are Exaggerated, Again ***
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November 21st, 2011 by Belisarius
Baltic dry index rose 3.3% last week; Capesize Index was up 2.7%; Panamax Index rose 4.0%; Supramax Index was up 4.3%; Handysize Index fell 2.1%.
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November 21st, 2011 by Belisarius
Baltic Dirty Tanker Index rose 1.4%; Baltic Clean Tanker Index fell -2.4%.
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November 17th, 2011 by Belisarius
Crude oil supply and demand remain balanced. Crude had a tremendous run and it’s starting to look overextended. Brent WTI price spread narrowed on the reversal of Seaway pipeline.
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November 17th, 2011 by Belisarius
*** BeyondBRICs: China property: construction blues ***
*** BeyondBRICs: Singapore exports: 16 per cent drop signals poor Christmas for Asian manufacturers ***
*** BeyondBRICs: Fitch: beware Chinese bank debt ***
*** The Slope Of Hope: Triangle Man ***
*** FT Alphaville: The naked derivative exposures of banks to sovereigns ***
*** FT Alphaville: The reversing core-headline CPI gap ***
*** FT Alphaville: Bye, bye WTI-Brent spread disconnect… ***
*** Credit Slips: Is Bank of America Gambling on Resurrection (or Is BoA Holding the US Hostage)? ***
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