Independent Global Macroeconomic Research
The developed world remains mired in the debt crisis that roiled the global economy in 2008. Growth is low, and deleveraging is an ongoing process. However, the response by [...]
Employment in the US is closely watched, especially as the Fed has marked it out as an important factor in how it will judge its stance in monetary policy. Payrolls have [...]
In the short run, it is difficult to see what can stop equities at this point. Low inflation, central bank support and relatively robust economic data have created a [...]
Most US equity sectors and global stock markets are now either now rolling over and falling out of their trading ranges. The number of stocks above their 50d moving averages is falling from above in most sectors and global markets with US utilities looking very oversold. Given that utilities is a defensive sector and now seems short term oversold, it is a good contrarian buy in the context of a market which is generally rolling over in the short run.
A Primer on the Euro Breakup: Default, Exit and Devaluation as the Optimal Solution
Thank you @Real_DanHoward ! RT @VrntPerception - Very informative and well written "VP Macro" piece "Credit Bubble..." Very impressive”, VP Trusted Sources - Daily Summary - http://t.co/sTMiAexziy, VP Trusted Sources - Daily Summary - http://t.co/bKwSBSQq5b, VP Blog > The #Credit #Bubble and the Calm Before the Volatility Storm > http://t.co/pvAmdHq02u $macro, The Credit Bubble and the Calm Before the Volatility Storm - VP Blog Weekly Roundup for 05/21/2013 - http://t.co/PB7u1hwbrN, 
