Archive for August, 2014
Friday, August 29th, 2014
This is a chilling article by Stratfor on the message behind the brutal beheading of James Foley by twisted Islamic terrorists pursuing a their own twisted version of an ancient religion. The author says the terrorists are sending several messages:
1) We do not play by your rules.
2)America's mistreatment of Musilm ...
Posted in Uncategorized | Comments Off on Barbarism and Beheading Intersect with Technology
Thursday, August 28th, 2014
Via Narc Chandler at Brown Brothers Harriman:
Dollar Mixed with EU Data and Geopolitics in Focus
- While we expect the dollar to eventually continue to appreciate, there is a risk of a near-term bounce for the euro if the ECB disappoints (as we expect) those hoping for QE in next week’s ...
Posted in Uncategorized | Comments Off on FX
Thursday, August 28th, 2014
*RUSSIAN ARMY, REBELS GROUPING FOR ASSAULT ON ILOVAYSK: COUNCIL
*UKRAINE ARMY DIGGING IN NEAR MARIUPOL: SECURITY COUNCIL
*UKRAINE ARMY SHELLED FROM RUSSIA NEAR NOVOAZOVSK: COUNCIL
*UKRAINE EU AMBASSADOR CALLS FOR LARGE SCALE MILITARY ASSISTANCE - bbg
Posted in Uncategorized | Comments Off on Additional Ukraine News
Thursday, August 28th, 2014
UKRAINE'S POROSHENKO CALLS URGENT MEETING OF COUNTRY'S SECURITY AND DEFENCE COUNCIL TO DECIDE NEXT STEPS IN CRISIS
28-Aug-2014 10:52 - UKRAINE'S POROSHENKO CANCELS WORKING TRIP TO TURKEY DUE TO "RUSSIAN INVASION"
Posted in Uncategorized | Comments Off on More Ukraine Headlines
Thursday, August 28th, 2014
Via a fully paid up subscriber in London who says this has provided a bid to fixed income:
RTRS - UKRAINIAN PRESIDENT POROSHENKO SAYS RUSSIAN MILITARY INVASION HAS TAKEN PLACE IN UKRAINE - PRESIDENTIAL WEBSITE
Posted in Uncategorized | Comments Off on Ukraine Headline
Thursday, August 28th, 2014
The FT has an analysis piece by a BNP analyst who posits that the actual announcement of QE by the ECB (if it comes to pass ) would drive 10 year rates higher in Europe as expectations of inflation would shift and investors would not be as disposed to hold ...
Posted in Uncategorized | Comments Off on Buy the Rumor and Sell the Fact?
Thursday, August 28th, 2014
CNBC has posted an article on its website which details the thoughts of two super bears who think that the long running equity bull is a little long in the tooth. One analyst,Abigail Doolittle of Peak Theories research thinks we can expect a 60 percent correction. She points to a ...
Posted in Uncategorized | Comments Off on Equity Market Correction?
Wednesday, August 27th, 2014
Stratfor published this piece yesterday on what might result if the US bombs and Weakens ISIS in Syria. A weakening of ISIS is desirable but it could result in a strengthening of the Assad regime which we were prepared (seemingly) to attack not too many months ago.
Via Stratfor:
The U.S. Could ...
Posted in Uncategorized | Comments Off on Stratfor on ISIS and Syria and the US
Wednesday, August 27th, 2014
Via Richard Gilhooly at TDSecurities:
TIC data released on August 15th for the month of June showed that China was a net seller of Treasury securities to the tune of $2.5bn, having purchased a net $7.7bn in May and sold a net $8.9bn in April. The total for Q2 comes in ...
Posted in Uncategorized | Comments Off on TIC Data and China
Wednesday, August 27th, 2014
Mortgages have manifested mixed results today with some better by 1+ and some 2+ cheaper to Treasuries. One dealer noted that FNMA 4.5 were the big laggard as money managers and hedge funds sold the prohibitive 108 dollar price. The best performer are the FNMA 3s which are improving as ...
Posted in Uncategorized | Comments Off on MBS