Monday, February 27, 2012

Tuesday, February 21, 2012

Lakshman Achuthan, managing director with NBC's

Visit msnbc.com for breaking news, world news, and news about the economy

Calendar

As Everything Disconnects And Everything Is Soaring, Morgan Stanley Issues A Warning


The latest report from Morgan Stanley's Graham Secker can be summarized simply as follows: i) in January everything has disconnected as traditional linkages between asset classes have broken down, ii) also in January every major asset class (equities, treasurys, gold, oil) was up materially, iii) such a phenomenon has been seen only 5 times in the past 5 years, iv) a double digit decline followed 3 of the past 4 such surges.




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Tuesday, February 14, 2012

Financial Stress Composite index


Chart shows the 6-month average of the combined financial/economic stress index. This is the combination of the average of the financial stress components added to the average of the economic stress components. As you will see when this index hits 2 the economy has normally been on the brink of, or moving into, a recession.

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Monday, February 6, 2012