Monthly Archives: March 2017

US Sector ETF Performance – March 3

Posted on March 5, 2017 by macromon
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Global Risk Monitor – March 3

Posted on March 5, 2017 by macromon

Click on table to enlarge and for better resolution

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Les misérables: French people are the most pessimistic on Earth

Posted on March 2, 2017 by macromon

Though we are buying the French Dip, that is the sell-off over worries of a Le Pen presidency in France,  the latest poll cited by today’s Economist does make us a little nervous.  We saw in November how unpredictable an … Continue reading →

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TOTD: 12 Most Expensive Rental Markets

Posted on March 2, 2017 by macromon

Source:  Wolf Street (TOTD = Table of the Day)

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QOTD: On Diplomacy

Posted on March 2, 2017 by macromon

Unlike President Trump’s self-vaunted real-estate negotiations, in diplomacy all parties are accountable, first and foremost, to their domestic audiences. And domestically, the perception of what is a good outcome may be  entirely different from the diplomats’ actual desired outcome. In … Continue reading →

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The Bond Gold Correlation

Posted on March 2, 2017 by macromon

We have written quite a bit about the dynamics driving the gold market.  See here and here. As the short covering rally in the bond appears over and the Fed ramps up for more rate hikes, global PMIs and inflation … Continue reading →

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Trump & Le Pen compared in 90 seconds – FT

Posted on March 2, 2017 by macromon

Gideon Rachman, the FT’s chief foreign affairs commentator, compares the movements behind US president Donald Trump and French presidential candidate Marine Le Pen – in 90 seconds. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs  

Posted in Euro, Eurozone Sovereign Spreads, France, Politics | Tagged , , , | Leave a comment