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BOE considering cutting. Sterling rate futs spiking but coming down quickly. Bought some DEC and MAR.

Hendry's flagship fund delivered +1.5% in August and +9.9% YTD.

If your broker supports EUREX/DTB then you can simply trade the German fixed income futures. They're highly liquid across the maturity spectrum. Also - as opposed to ETFs - no pesky withholding taxes on dividends to deal with.

Lewis pissing on Asmussen.. and Germany as a whole. Hilarious article: http://www.vanityfair.com/business/features/2011/09/europe-201109

Swiss 10y is @ 1.0%. D-Mark 10y yields would probably look similar.

Axel Weber probably feeling pretty good about retiring 'at the top' in February.

All that's missing now is someone like Schauble to pull a Hank Paulson and announce the markets are well-prepared for a Greek default and there's no risk it could trigger a systemic shockwave. Oh it's September too, how convenient.

Market smells Greece mail fail any day and SG will be in touble once they do. Same issue @ Commerzbank.

Hussman is asking why so many pundits claim stocks are 'incredibly cheap' going forward while corporate margins are at record highs. Short paragraph starting around the middle of the page, at 'Profit margins, labor income, and the growing cloud over earnings growth'...

I'm hearing Dighton lost another 60% in August. They're dead meat.

Throwing Koo and Krugman into one big 'Keynsian' pigeonhole may be convenient but it's still wrong. The difference between Koo and Krugman is that Koo understands the role of debt and its effect on aggregate demand once private and corporate balance sheets are impaired. Krugman does not...

European big caps are about 25% cheaper (or less expensive, depending on where you stand) than their US counterparts, doesn't keep a floor under them yet.

Darling was just as clueless as the BOE. What better thing to do than blame his own incompetence on the incompetence of others?

Things not looking so rosy in Europe while American dip buyers are busy flipping burgers instead of Eurostoxx futs.

Bloomberg's Betty Liu seemed a little confused when she asked uber-bear David Rosenberg if the NFP report 'changed his outlook at all' http://www.bloomberg.com/video/74755451/

Bunds shooting through August highs. The MBA summer interns at the trading desks around Canary Wharf must be confident Europe is contracting already.

Pimco's El-Arian sees the ECB being pushed to cut rates, possibly later this year. Would be another historic flip-flop for Mr. Vigilant, one last kink in the vest before his well-deserved retirement.

You're using historic beta (e.g. last N days) as an estimate to predict future beta. Hence the inaccuracy.

Walker F. Todd, a research fellow at the American Institute for Economic Research and a former assistant general counsel and research officer at the Federal Reserve Bank of Cleveland: So Dexia just had a single NY branch so this idiot figures it couldn't possibly have caused much of a...

That's just completely off. How could Gold possibly be his main macro call? It's nothing more than a side-bet for those share holders who invested in the gold denominated share-classes. Paulson's entire macro thesis treated the last recession as a garden variety type contraction that will be...