Recap 11-26-12


There will be no update tomorrow. However, please note the ‘Score Card for 2012 Trade Ideas’ update that was sent separately today.

Interesting chart from Pimco:

Great article:


  • BoC governor Carney is named new governor of BoE.

Upcoming Data:

  • Tue: US DGO, Consumer Confidence
  • Wed: US New Home Sales
  • Thu: US Personal Consumption, Jobless Claims, Pending Home Sales, German Unemployment, EU Business Climate Survey
  • Fri: US Personal Income, Spending, Chicago MPI, Italy Unemployment