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Posts in the Category: Emerging Money

Watch the US-Bund Spread

By - - Emerging Money on February 13, 2015 10:57 AM 0 Follow-Ups
brandenburggate

A call out to the iron-man twins: A lot of people have been talking about US/European rate differentials and focusing on how US long end yield contraction was a matter of if, not when.  Long US against Europe was a no-brainer.  Meanwhile this spread has gone completely the opposite direction since the ECB floodgate opened.  […]

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Remember This Chart

By - - Emerging Money on February 12, 2015 2:02 PM 0 Follow-Ups
620measurement

This is the CRB and something I highlighted a month ago (famed smart board moment).  This was actually before oil prices bounced. The view that commodities are slowly grinding a base continues to unfold.  Copper and Oil with big gains today and the CRB basing and possible bounce all happening without the help of China, […]

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Headfake in Oil?

By - - Emerging Money on February 6, 2015 1:21 PM 0 Follow-Ups
index

Last week’s rallying point may be this week’s headfake. While advocating that this was a rallying point last week (and WAS a reason to rally oil) it’s not enough offline yet. But these are big moves lower in rigs. Even at these levels US production is still going to grow 300k bbls in 2015 (MORE […]

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