Category Archives: Rohr Market Research
Brief Update: 2010/02/12: US Retail Sales Hypercritical into US Holiday Weekend and Key Technical Activity
▪ US Retail Sales (JAN) hypercritical into US holiday weekend and key technical activity. As noted in Wednesday’s Weekly Overview (http://bit.ly/8Z5jbF) and followed up modestly in yesterday’s TrendView BRIEF UPDATE (http://bit.ly/aM6snG) the Greek situation was always going to be more Read more…
Weekly Overview: 2010/02/17: Equities Up on Europe “Delay-And-Pray” Greek ‘Plan’, and Positive Economic Data
▪ While that could be seen as typical bureaucratic stalling, in this case there are some significant issues surrounding Greek ability and desire to implement austerity measures. As we have noted previous, this also leaves us back in 1970s-style ‘politico’-economic Read more…
General Update: 2010/02/18: FOMC & STAGFLATION (back with a vengeance) Only Spook Bonds a Very Slight Bit?
▪ How can this be? While we hate to both revisit a major recurring theme for the umpteenth time and make it sound a bit more straightforward than it is, this is actually pretty easy: the US economy is still Read more…
Brief Update: 2010/02/19: Fed Hike More Symbolism than Substance, Yet Meaningful for Broader Market Trends
▪ As noted in yesterday’s TrendView GENERAL UPDATE (http://bit.ly/cM1NNu), stagflation is back with a vengeance, and (however well telegraphed) the Fed had to “do something” prior to today’s US CPI numbers in the wake of the much stronger than expected Read more…
Brief Update: 2010/02/22: Obama Solves Healthcare Issue Prior to Thursday Bipartisan Meeting: Details at 11:00!!
▪ Well, sort of. In fact, after promising to be far more bipartisan in his approach to the most contentious points of disagreement with the loyal opposition, this smacks of President Shifty engaging in a ‘quick change’ maneuver; even if Read more…
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