Jul 20, 2010
“Omega-Trading”– EU Stress Tests Must Exude Credibility …
“Omega-Trading”: The results of the EU’s bank stress tests have the potential to cause another credit crunch.
“T…
Jul 19, 2010
“DeltaContinental”– Investor Funds Flowing Into Defensive Stocks …
“DeltaContinental”: Despite positive earnings from Alcoa, investors are turning bearish on corporate profit…
Jul 19, 2010
Good Earnings But Bad Macros
“DeltaContinental” on why equities are falling despite good corporate earnings
For a trading session or two aft…
Jul 16, 2010
“Sovereign-International”– Will US Quantitative Easing Make Comeback? …
“Sovereign-International”: If economic data continues to deteriorate, will the Fed warm up the printing press…
Jul 15, 2010
“DeltaContinental”– China Reassures On US Treasury Holdings…
“DeltaContinental”: US breathes collective sigh of relief as China assuages fears on treasury holdings.
Analy…
Jul 5, 2010
“Sovereign-International”– More Bearish News On US Recovery…
“Sovereign-International”: Confidence among US consumers on labor and the economy slumped more than expected…
Jul 5, 2010
“Sovereign-International”– Is Today’s Austerity Redolent Of 1930s? …
“Sovereign-International”: Europe may be flirting with the specter of deflation as it withdraws stimulus.
“So…
Jul 5, 2010
“Omega-Trading”– China’s 9% Growth Forecast Spooks Markets …
“Omega-Trading”: Revised expectations for economic growth in China provoked a pullback in global equities.
“O…
Jul 5, 2010
“Delta Continental”– Investors’ Flight To Safety Continues …
“Delta Continental”: Markets rising on anemic volumes do not add up to recovery and falls are on the way.
Analysts…
Jun 30, 2010
“Omega-Trading”– G20 May Highlight Different Austerity Approaches…
“Omega-Trading”: The chatter about US monetary tightening appears to have stopped as recovery stumbles.
“Omeg…