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Sober Look is a no-hype financial blog that typically relies on data analysis and primary sources. Posts are intended to be succinct, to the point, with no self-promoting nonsense, and no long-winded opinions. If you are looking for Armageddon predictions or conspiracy theories, you will be ...more

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The Daily Shot And Data - September 27, 2016
US banks felt the impact of renewed pressure on Deutsche Bank.
The Daily Shot And Data - September 26, 2016
The Eurozone as a whole sees firmer manufacturing activity - driven by Germany.
The Daily Shot And Data - September 23, 2016
The energy markets where US crude oil inventories unexpectedly declined, sending prices higher. The Fed's decision to leave rates unchanged gave crude an additional boost.
The Daily Shot And Data - September 22, 2016
The uptake of the Fed's RRP program has been steadily rising as we approach the end of the quarter. Some expect the usage to spike on the last day of the month by more than it has in previous quarter-ends.
The Daily Shot And Data - September 21, 2016
Some analysts argue that there should be no reason for the Fed to hike because short-term rates have already risen - quite substantially.
The Daily Shot And Data - September 20, 2016
The IMF bailout of Egypt will probably require a floating exchange rate which will result in a devaluation. Markets are betting on roughly 12% decline in the next month.
The Daily Shot And Data - September 19, 2016
US real earnings growth is stalling. Once real wage increases move into negative territory, it will be difficult to sustain any inflation.
The Daily Shot And Data - September 16, 2016
More on global bond markets.
The Daily Shot And Data - September 15, 2016
With the global bond markets seemingly stable on Wednesday, we begin with the latest developments in energy.
The Daily Shot And Data - September 14, 2016
Bund futures take another leg down. What's the over-under of the 10yr Bund yield being back below zero by year-end?
The Daily Shot And Data - September 13, 2016
While Treasuries have stabilized, the 10yr Bund yield moved higher and remains in positive territory. Some analysts have suggested that, unlike the two sharp bond sell-offs in 2015, this one is likely to have a longer-lasting impact.
The Daily Shot And Data - September 12, 2016
A confluence of events including the ECB's inaction, some of the Fed officials' hawkish comments, Jeffrey Gundlach turning bearish on bonds and technical factors sent markets into a sharp correction.
The Daily Shot And Data - September 9, 2016
The central bank downplayed the impact of Brexit, which is projected to hit Germany the most.
The Daily Shot And Data - September 8, 2016
Germans continue to save despite ridiculously low interest rates. This behavior contributes to (relatively) soft domestic demand and massive imbalances in the Eurozone.
The Daily Shot And Data - September 7, 2016
According to Barclays, the ECB QE will likely run into technical limitations next year (issuer limit, capital key, etc.). These constraints are likely to be "adjusted" - there is no shortage of Italian paper to buy.
The Daily Shot And Data - September 1, 2016
Nigeria has finally released its Q2 economic figures. Some suggest that the delay was related to John Kerry's visit. Perhaps.
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