Category Archives: Rohr Market Research
2011/05/04: For Intermarket Aficionado’s Only: Equities and Govvies Were Bid Together …Again
As expected, the Fed’s ‘extended’ easy money meant trends ‘extended’ as well, as even govvies rallied in the face of an extension of the up trend in equities. And as far as the govvies go, this has happened before, and Read more…
2011/05/18: Tick, Tick, Tick… Minutes Count. And None Quite So Much as Today’s BoE and FOMC Meeting Notes
As noted previous, the Fed’s ‘extended’ easy money policy meant trends had ‘extended’ as well after the last FOMC ‘no-action’ and very accommodative press conference communication from Mr. Bernanke. First and foremost that meant equities could continue their sustained rise. Read more…
2011/05/19: The Risk from US (and Others’) Fiscal Impasse May Perversely be Greater for Equities Instead of Government Bonds
There was an excellent recent Financial Times broad perspective by their credit market supremo Gillian Tett on US Tarp program history and real world implications. In addition to a very concise, well-informed view on that, the column was ultimately attempting Read more…
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