Monthly Archives: November 2011

The Only Republican Candidate Not a Member of the “Committee to Re-elect the President”

Posted on November 6, 2011 by macromon

This is the guy the President probably fears the most.   Can a moderate win the Republican nomination?   He is good,  speaks fluent Mandarin, and is smart, smart, smart! The Republican field x/Hunstman is probably, in our opinion,  the strongest … Continue reading →

Posted in Politics | Tagged , , | 3 Comments

Week in Review

Posted on November 6, 2011 by macromon

(click here if charts are not observable)

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Global Trend Indicators

Posted on November 6, 2011 by macromon

            (click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , , , | 1 Comment

U.S. Payroll Employment By Industry, October 2011

Posted on November 6, 2011 by macromon

(click here if chart is not observable)

Posted in Demographics, Employment | Tagged , , | Leave a comment

Is Iran About to Get Hot?

Posted on November 5, 2011 by macromon

Here is something brewing off radar.  We’re wondering if this is a factor as to why crude is bid and gold is coming back?    Debka wrote last week, The inference was clear: The Israeli Air Force was strengthening its cooperation … Continue reading →

Posted in Black Swan Watch, Crude Oil, Geopolitical, Gold | Tagged , , | 6 Comments

Niall Ferguson: The 6 killer apps of prosperity

Posted on November 4, 2011 by macromon

This is good stuff.   Make time to listen to the 20 minute lecture. “Today the average Korean works 1,000 hours more a year than the average German.” (click here if video is not observable)

Posted in Economics, General Interest, Interviews, Video | Tagged , , , , | 2 Comments

Charlie Rose: Lionel Barber Editor of the ‘Financial Times’

Posted on November 4, 2011 by macromon

Excellent interview earlier this week with Lionel Barber, editor of the Financial Times.  They touch on a wide range of relevant topics, including the European Debt Crisis,  Merkozy, lessons from Germany’s industrial policy,  David Cameron, the U.S. Presidential election, Occupy … Continue reading →

Posted in Interviews, Sovereign Debt, Sovereign Risk | Leave a comment

Berlusconi fading

Posted on November 4, 2011 by macromon

Gone by Monday? (click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Europe’s Tower of Terror

Posted on November 4, 2011 by macromon

The circus continues in Europe.  No big bazooka EFSF coming out of G20 to put a firewall around Greece and save Italy.   Greece is a sideshow and the Italy-Germany bond spread is what you need to watch as an indicator … Continue reading →

Posted in Black Swan Watch, Currency, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Stiglitz: Lessons from Iceland’s Economic Crisis

Posted on November 3, 2011 by macromon

Interesting take from Nobel prize economist, Joe Stiglitz, on Iceland’s response to its debt crisis, which is becoming a model for some in European periphery.    Austerity is so passé! (click here if video is not observable)

Posted in Black Swan Watch, Economics, Euro, PIIGS, Policy, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment