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Misc. at Trader’s Narrative


Archive for the 'Misc.' Category



Morning Notes For November 1st 2010

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:

On the Fed: The word from the pits in Chicago is that the average response from primary dealers to the Fed’s poll of how much quantitative […]

Weekend Reading: Spooky QE2 Halloween

Here is this weekend’s reading list of economic and market news. To see all the links, go to news.tradersnarrative.com:

Favorable 6-Month Seasonality Period Begins
Markets’ “Liquid Courage” Sapped
The Next Major Disaster Developing for Bond Holders
Want a Big Raise? Get a Wall St. Job
Doug Kass: QE 2 Is a Con Game
CFTC Silver Manipulation Case Drags On
Poking Mankiw with […]

Morning Notes For October 29th 2010

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:
Q3 GDP Quarter over Quarter (Annualized): Survey 2.0% Actual 2% Prior 1.7%

This is the last big piece of data the Fed will have prior to their […]

Morning Notes For October 28th 2010

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:

Lots of news next week: Tuesday is Election Day; Wednesday is the “FOMC rate decision” where the Fed announces details around Quantitative Easing II; Friday is […]

Morning Notes For October 27th 2010

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:

Germany’s consumer climate is expected to remain unchanged at 4.9 points in November, following strong gains in the three previous months. The GfK Consumer Climate Survey […]




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