Monthly Archives: February 2017

Talking ’bout Mexico – JT

Posted on February 7, 2017 by macromon

So King David at thinkinthemorning.com sends over an article showing U.S. stocks with revenue exposure to Mexico.   Starts us thinking about who is smarter,  equity traders or currency traders,  who follows who,  or who is fooled by randomness? . … Continue reading →

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U.S. GDP: The Real Estate Economy

Posted on February 7, 2017 by macromon

Interesting data that even surprised us.  The real estate sector is now the largest sector of U.S. economy.   Real estate is a sub-category of the BEA’s  industry group, Finance, insurance, real estate, rental, and leasing.   Could it be one of … Continue reading →

Posted in Economics | Tagged , , | 1 Comment

The Proposed Border Tax’s Costs Outstrip Its Benefits – PIIE

Posted on February 7, 2017 by macromon

Published on Feb 7, 2017 Adam S. Posen outlines the potential gains from a proposed corporate tax overhaul but says the costs, especially to lower income groups, outweigh the benefits. .

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What Really Keeps Us Up At Night – Do The Math

Posted on February 6, 2017 by macromon

Lots of these being drawn up by the new U.S. administration. The one that scares us most is this: Mattis: US will defend Japanese islands claimed by China – CNN And today we hear this: China sails warships near islands … Continue reading →

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Tremors in the Eurozone (Again)

Posted on February 6, 2017 by macromon

The France OAT-German Bund 10-year blew out another 12 bps today.  This is off our charts going back to December 2012.   The FT reports, “Markets underpriced the political risks in 2016 and they are determined not to do the … Continue reading →

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French Oat-German Bund 10-year Spread

Posted on February 5, 2017 by macromon

Starting to get interesting.   The French 10-year Oat- German 10-year bund spread widened and closed at its highest level since January 2014 on Friday.  Francois Fillon has dropped like a stone in the past few weeks as the political scandal … Continue reading →

Posted in Bonds, Eurozone Sovereign Spreads, France, Uncategorized | Tagged , | 1 Comment

US Sector ETF Performance – Feb 3

Posted on February 5, 2017 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

Global Risk Monitor – February 3

Posted on February 5, 2017 by macromon

Click on table to enlarge and for better resolution

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Tom Brady: The Greatest of All-Time

Posted on February 5, 2017 by macromon

“When my information changes, I alter my conclusions.”  – John Maynard Keynes  

Posted in Sports | Tagged , | 1 Comment

Arbitrageurs Already Exploiting Super Bowl Prop Bets

Posted on February 3, 2017 by macromon

So, I get a text from my friend,  Ray N., in San Diego regarding our last post,  Ten Strange Super Bowl Prop Bets. The first bet reads: The odds are 19 to one that some fan will troll Brady by … Continue reading →

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