This is an archive of the Macronomics letter for Capital Mind Premium subscribers, sent on Feb 14, 2014.

Markets climb a wall of worry and fall through the slide of confidence. In the last few months, we have seen markets make a new high, reverse and now straddle the 6,000 levels on the Nifty. But are we getting complacent?

First, wish you all a very Happy Valentine’s Day, unless it is politically incorrect, in which case let’s wish you a very Happy February 14th. It’s a day to be happy and joyful in our personal lives. In the world of money, though, there is some serious lack of mistletoe.

Let’s take a look some fixed income market outliers we have been seeing lately, and look at a source of potential stress in the banking system. We seem to have some serious outliers, and we’ve filtered the data to show you what is important.


The rest of this content is only available to premium members.

Register for a premium membership today! Apart from this content you will get our proprietary research and weekly newsletter too!

Subscription

Already a subscriber? Log in now!

Related Posts Plugin for WordPress, Blogger...