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Posts Tagged ‘ISM manufacturing’

1 May 3 2012 @ 10:55am by Matt Smith in Capital Markets, Economy, Risk Strategy

Everything’s Going A Bit Van Halen

You know those people that look at clouds and see shapes (no? oh, ok…), well recently every time I see charts of the latest economic data, I see the Van Halen logo. And it’s not even like I’m a Van Halen fan (I’m way too young, obviously). So to prove I am not one sandwich short of a picnic, here is the evidence – through exhibits 1 to 4 – to affirm my sanity. » read more

0 Jun 23 2011 @ 10:58am by Matt Smith in Capital Markets, Crude Oil, Global Energy, risk management, Risk Strategy

Similar Flavors in Market Ingredients

It’s not that financial markets aren’t always a conundrum (they are), but their current cohesion is a conundrum in itself. Looking across key assets and aspects of the economy – from manufacturing to house prices to employment to our dearly beloved commodities – market ingredients are leaving a similar taste – of waning optimism. So here’s some current market themes, of course wrapped in an energy-flavored tortilla:   » read more