2012/11/27: Quick Post: Weekly Calendar and Weak Macro View

© 2012 ROHR International, Inc. All International rights reserved.

The weekly Report & Event Calendar is available through the link in the right hand column. The Summary Perspective will available soon. Yet there is also an interesting anomaly in the fundamental influences. And it is not just the strongish US economic data versus the trepidation over the potential plunge off the Fiscal Cliff… there is also the negative outlook into next year.

Some would like to believe that the US election settled enough ‘uncertainty’ to encourage an economic revival on the back of clearer parameters. In fact, nothing could be further from the truth, as the pending legislation enactment (Obamacare in particular along with tax increases) and regulation acceleration (EPA takes on anything exuding carbon) in the US is going to be daunting for business. Wait until Obamacare foments the major cancellation of group healthcare plans at myriad small and mid-sized employers.

It’s good old Nanny State Taxulationism¹ finally run amok, as the President and his cohorts distract the opposition with even more outrageous proposals to distract them from unwinding what’s already the law of the land. The questionable nomination of UN Ambassador Susan Rice for Secretary of State after her misguided or purposely misleading statements on the Benghazi tragedy comes to mind.

¹Taxulationism © 2010 Alan Rohrbach & Jack Bouroudjian. All rights reserved unless explicitly waived

Def.: Combined impact of taxation, regulation and protectionism to an oppressive degree as official policy   

And the degree to which 2013 is going to be a tough year has not escaped the watchful eye of the better macro-economic observers…

2011/11/28: Quick Post: Observations and Weekly Reports & Events Calendar Now Available

© 2011 ROHR International, Inc. All International rights reserved.

The full calendar is available through the link in the right hand column. This is such a robust week once again, it is impossible to include anything but a fraction of the major influences in an overview. Yet, key aspects will be those that relate to the continuing debt and fiscal reform problems in both Europe and the US.

In addition to the continued sharp influences from the attempts to address the European Sovereign Debt Crisis, there is also going to be quite an impact from important scheduled reports, communication from central banks and bankers, and government debt auctions. Regularly scheduled reports this week cover the typical transition week at the end of one month into the early part of the next; culminating in US Employment on Friday. And the auctions include quite a few long-dated offerings from Europe.