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Markets
Risk On Trading Picks Up Ahead Of Case-Shiller Report
From the BBH Currency Strategy Team Highlights US dollar is softer vs. the majors, as sentiment remains positive and risk on trading picks up. Dollar is up only against JPY and CHF, which are both weaker today and finally succumbing…
Household Net Worth – Back to the Old Normal
There is a new graph on the internet that will be seen and discussed at length in the coming days and weeks. It shows how household net worth has changed over the past 59 years. The graph below, originally from Macro and Other Market…
Chart of the Day: Home Builder Stocks and New Home Sales
In a note to investors today, a well-regarded strategist on the equity sales desk at a major sell side firm put up the following two Bloomberg charts next to each other. The two charts reflect different time frames but are from related…
Monday Market Preview: Equities Higher, Dollar Soft, Bonds Mixed In Wake Of Stress Tests
From the BBH Currency Strategy Team Highlights US dollar is mostly softer so far today vs. the majors, as sentiment remains overall good after the stress test results were released (see below). Price action since the results came…
Stock Market Capitalization Exceeds GDP
Barry Ritholtz offers this graph (courtesy of The Chart Store). Barry offers no further comment with the graph, but I started to wonder if the "bubble" in capitalization could be explained by the increase in business done…
Draft Document Suggests Stress Tests Not That Stressful, Euro Gets Hammered
From Win Thin, Senior Currency Strategist at BBH. Newswires have reportedly gotten hold of the draft document for the stress tests, and it’s not pretty. It appears that the worst may be true with regards to how bonds would be subjected to…
Dollar Soft Ahead Of Stress Tests As European Data Still Strong
From the Brown Brothers Harriman Currency Strategy Team Highlights US dollar is mostly softer so far today vs. the majors, hurt by stronger than expected data out of Europe (see below) ahead of the European bank stress test results around…
Stat of the Day: Heat Map of Stock Performance Looks Good Today
Courtesy of FinViz.com, these heat maps give you an idea of the breadth of the stock market rally. Look at the year's heat map to see what a broader recovery in shares looks like over a longer time frame. My takeaway is that the rally in…
Bullish on the Euro?
Andy Lees who does Macro Derivatives Strategy at UBS says the Euro has a lot farther to run to the upside. You will recall that I mentioned his comments in May regarding the makings of a technical countertrend rally for the Euro. Now, he is…
Dollar Softer, Equities Mixed As Markets Calmer After Bernanke
From the Brown Brothers Harriman Currency Strategy Team Highlights US dollar is softer across the board so far today vs. the majors, as markets regain a semblance of calm after Bernanke’s comments yesterday. Markets await Friday’s…