Category Archives: Rohr Market Research
ROHR: Weekly Overview 2009/11/23: Tsunami of Accelerated Important Economic Data Hits This Week
▪ And that is after weakening signs were not enough to significantly weigh on the equities last week. Trends remain significantly contentious on equities’ failure from major resistance, even if they are still buoyed by the continued central bank “liquidity Read more…
ROHR: Brief Update 2009/11/24: Slightly Positive Pressurized Data Better for Bonds than Equities So Far
▪ While economic data so far in a very pressurized week has been slightly to the positive side, the proof will be in the equity market pudding when is all said and done tomorrow. That is due to a dual Read more…
ROHR: Brief Update 2009/11/25: Upbeat Economic Data Perversely Assists Bonds More Than Equities While US Dollar Slips into the Gold Rally
▪ That flies in the face of historic tendencies (albeit we’ve seen that a lot lately), and received wisdom on assured economic recovery and pending inflation. While economic data continues to remain somewhat on the positive side, the proof does Read more…
ROHR: Brief Update 2009/11/27: AMBUSH!! A ‘Dubai-ous’ Influence Triggers a Return to Uncertainty
▪ Oil exporter default is a shock insofar as it raises concerns about credit markets once again. This moves something that the markets had generally thought was a settled issue back into the realm of “known unknown” (thank you Mr. Read more…
Weekly Overview 2009/11/30: “Dubai Debacle is More So Concern than Conflagration… So Far”
▪ Steady is the word, as the sums directly at stake in Dubai are a drop in the proverbial toxic US MBS and commercial property bucket. Yet, the real issue is whether this is a beginning of more revelations, or Read more…
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