Chinese inflation not a concern, leaving room for very needed stimulus
China has been lucky versus the other BRICs with regards to inflation and the uptick in April is not relevant.…
The industrial sector posted a drop of almost 5% on an annual basis. Industrial activity in Mexico makes up almost…
Stock Analysis
Energy & Power »
Despite last week’s slight increase in Baker Hughes natural gas rig counts, it appears natural gas targeted drilling is still off significantly through 2013.
Industrials »
Orders for crude tankers often reflect shipping companies’ expectations of future supply and demand. Managers often place new orders when…
Real Estate »
Ellie Mae is a software provider that aggregates mortgage origination activity Ellie Mae (ELLI) puts out a monthly Origination Insight…
Financials »
The Investment Company Institute (ICI), the trade group for the investment management industry, has reported that the second week of…
Materials »
Just like the U.S. dollar is a key influence to crop prices, the strength or weakness of the Indian currency,…
ETF Analysis
Global Equity ETFs »
The April Services PMI showed drops across most indices comprising the headline value If you want to feel your life…
Fixed Income ETFs »
The LIBOR-OIS spread has been slowly increasing and spiked after the Fed’s last meeting The LIBOR spread has been used…
Income Analysis
Real Estate Investment Trusts »
Ellie Mae is a software provider that aggregates mortgage origination activity Ellie Mae (ELLI) puts out a monthly Origination Insight…
Master Limited Partnerships »
Many natural gas processors have contracts that are sensitive to prices in natural gas and natural gas liquids (NGLs). Frac…