Archive for December 13th, 2010

Evening Reading – December 13, 2010

*** Slope Of Hope on equity market prospects *** FT Alphaville reviews BIS data on European banks peripheral exposure *** FT Alphaville on BIS European banks peripheral exposure again *** FT Alphaville on ECB European peripheral bond buying *** FT Alphaville on Ireland GDP growth *** FT BeyondBRICs on China – Africa trade flows *** Calculated Risk on U.S. negative equity properties ***

Rig Count Weekly – December 13, 2010

Number of crude oil drilling rigs fell for 21; Number of natural gas drilling rigs fell for 13.

On world scale number of drilling rigs rose for 68 rigs in December. Bulk of the gains coming from North America.

Morning Reading – December 13, 2010

*** The New York Times on derivatives trading monopoly *** The Economist pools forecasters *** The Economist on nuclear power reactors *** FT Alphaville on EFSF *** FT Alphaville on POBC not raising interest rates *** CLSA via. Zero Hedge on China 2011 outlook *** CLSA via. Zero Hedge on Chinese inflation *** Can Turtles Fly? on John Maynard Keynes as an investor *** The Big Picture on credit collapse *** The Big Picture on FDIC bank failures *** The Big Picture on other people opinions *** The Big Picture on Irish bankers *** FT BeyondBRICs weekly calendar ***

Dry Bulk Weekly – December 13, 2010

Baltic dry index fell 3.4% last week; Capesize Index was down 9.7%; Panamax Index fell 1.1%; Supramax Index rose 4.8%; Handysize Index was up 1.7%.

Iron stockpiles ticked up a bit; Steel inventory falling.

China Graph-Fest – December 13, 2010

** China NDRC Property Price Index ** China Trade Balance; Export & Import Growth ** China Monetary Aggregates ** China New Loan Issuance ** Consumer & Producer Price Indexes ** China Retail Sales Growth ** China Fixed Assets Investment **

Tanker Weekly – December 13, 2010

Baltic Dirty Tanker Index rose 6.7%; Baltic Clean Tanker Index rose 1.4%.

Oil price action and sentiment spilling over to tanker market. No change in supply/demand fundamentals; abundance of available ships.

U.S. Freight Carloads Weekly – December 13, 2010

U.S. railroads originated 303,507 carloads, up 19.4% compared with the same week in 2009 and down 1.8% compared with 5-year average. Week over week change was +19.4%.

New Week Intro – December 13, 2010

Weekly economic calendar.


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