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2010 July at Trader’s Narrative


Archive for July, 2010



Morning Notes For July 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. Please provide feedback in the comments:

The Fed’s Beige Book yesterday showed a further slowdown in most of the 12 Fed districts in July from the survey conducted in early June. Growth is […]

About two months ago I wrote about the extreme sentiment in both the Euro and the US dollar, suggesting that the two important reserve currencies were at an inflection point: Fading Iran’s Central Bank.
Unloved Euro
Sentiment, as measured by the Daily Sentiment Index was extremely poor for the Euro with only 2% of retail investors saying […]

Morning Notes For July 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. Please provide feedback in the comments:

Treasuries – 2s, 10s, and 30s are all up small today (following steep sell-off in last few days). We have a $37B 5yr auction today (results […]

Here is a quick update on the latest recommendations and market position from Lowry Research, the oldest technical analysis firm on Wall Street:

Lowry primarily relies on their proprietary Selling Pressure and Buying Power indexes to gauge market state and direction
these are Lowry Research’s measure of primary trend of investor supply and demand
It is calculated […]

The Paradox Of Thrift

James Montier’s latest missive from GMO is about the macro-economic scenario and whether the new austerity movement will ultimately help or hinder a recovery.
Montier points to the paradox of thrift: if everyone attempts to save more, then this reduction in spending will cascade through the economy, lowering incomes and negating any gains and instead hurling […]




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