Showing posts with label Sally Limantour. Show all posts
Showing posts with label Sally Limantour. Show all posts
Tuesday, March 25, 2008

The Commodity Bull Market is Alive and Well

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Sally Limantour As most of you know, commodities went through an overdue correction last week. This shouldn’t have been a big deal. Here’s t...
Monday, August 20, 2007

Financial Sector and this Fed

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Sally Limantour The biggest question over the weekend was whether the engineered discount rate cut by the Fed was enough to safely say the l...
Monday, August 6, 2007

Sovereign Wealth Funds, Volatility and Markets

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Sally Limantour The recent correction in the stock market has many worried that liquidity will dry up as private equity deals diminish from ...
Monday, July 16, 2007

Takeover Mania, Uncle Ben and Earnings Season

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Sally Limantour Another strong week on Wall Street and the focus continues to be on takeover activity and stock buyback news. Vodaphone is ...
Monday, June 25, 2007

SubPrime Worries Persist

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Sally Limantour Last week the main focus was on the subprime mortgage mess, hedge fund blowups and widening credit spreads. The contagion ef...
Monday, June 11, 2007

Pork n’ Bonds

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Sally Limantour Various commentaries over the weekend point to many reasons why interest rates rose recently. Bill Gross throwing in the tow...
Tuesday, May 15, 2007

Trade Sanctions & Commodities

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Sally Limantour This morning we have a slew of more buy out news but so far the market is ignoring this and yesterday’s action was telling a...
Monday, May 7, 2007

Gold

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Sally Limantour The metals sector was strong last week despite the Asian holiday, a stronger dollar and weaker oil. Copper jumped 7.2% and s...
Tuesday, April 24, 2007

Gasoline

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Sally Limantour Gasoline prices are on the rise with prices up another 2.46% today. Nigerian rebellions are increasing and threatens to dest...
Sunday, April 15, 2007

Outlook for the US Dollar

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Sally Limantour The dollar was at this level back in the 1978.. We have tested this area a number of times and there are two predominant per...
Monday, April 9, 2007

Bond Market

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Sally Limantour Friday’s non farm payrolls number was a bit of a shock and has dashed any hopes of a rate cut in the near future. Revisions ...
Wednesday, March 28, 2007

Crude Oil, VIX and S&P-500

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Sally Limantour The relationship between oil and stock prices is on the front burner again as prices skyrocketed with May crude oil trading ...

Commodity Prices

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Sally Limantour Commodity prices have been moving higher as all three indices are up. While many of the markets are higher, the grain prices...
Monday, March 19, 2007

Inflation Update

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Sally Limantour The Chinese rate hike over the weekend initially scared traders as last night the market opened lower. Initially, the dollar...
Wednesday, March 7, 2007

Japanese Yen

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Sally Limantour After a break in the overnight market the yen is now holding firm above 86.00 level in the futures market. There was a piece...
Tuesday, March 6, 2007

One Week Wonder?

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Sally Limantour After the brutal reversal yesterday and closing near the lows we are coming into calmer asset classes this morning. The doll...
Monday, March 5, 2007

Correlation or Contagion?

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Sally Limantour The selling continues this morning as the Chinese government this morning has rekindled global slowing concerns. We have tak...
Friday, March 2, 2007

Market Gyrations

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Sally Limantour An unexpected rebound in the Feb. manufacturing survey helped support the market after a swift move down. Personal income wa...
Thursday, March 1, 2007

Volatility Squared

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Sally Limantour Carry traders are in an option buying frenzy with implied volatility on a 1-month dollar-yen option moving to its highest le...
Wednesday, February 28, 2007

Volatility Revisited

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Sally Limantour The wave of risk aversion for most global equities finally broke yesterday as rumors of a government crackdown in China on b...