Many Reasons For Sluggish U.S. Capex — Inventory Being Latest

posted in: Credit, Economy | 0

It has been a consistent theme post-Great Recession.  U.S. businesses have persistently disappointed when it comes to capital expenditures.  It does not look like we will see a trend change anytime soon. The National Federation of Independent Business, representing small … Continued

FXE Looks Fatigued Near-Term — Options For Income Generation

The Friday before January 25th Greek elections, the euro closed at $1.123.  Yesterday, one euro bought $1.133. Since anti-austerity Syriza party swept to victory late January in Greece, the euro – by default FXE, the Currency Shares Euro Trust ETF … Continued

Cash-Secured Put On TLT

posted in: Credit, Derivatives, Economy, Technicals | 0

TLT, the iShares 20+ Year Treasury Bond Fund, declined 16 percent between the all-time intra-day high of 137.09 on January 30 and the low of 115.26 last Wednesday. It is as if the bond market globally has been awakened from … Continued

Can U.S. dollar become victim of its own success?

Dollar has benefited from growth/interest rate differential among countries Recent spurt of weak U.S. data has pushed back rate-hike expectations to late 15 Dollar index retreats after approaching crucial Fib retracement; other levels to watch In 2014, the U.S. economy … Continued

What is causing divergence between momo in U.S. jobs and other data points?

posted in: Economy | 0

Divergence between jobs momentum and other macro data points Annual growth in productivity past four years mere 0.68 percent Infrastructure, both structures and equipment, is rapidly aging It has been more or less an enigma.  The divergence between various U.S. … Continued