-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 3,485 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Portolio
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Monthly Archives: April 2017
French Oat-German Bund 10-year Spread
The Oat-Bund 10-year spread came in almost 20 bps after last Sunday’s first round of the French presidential election. The Euro strengthened v. the dollar about 1 1/2 percent and was up about 2.3 percent for the month of April. … Continue reading
Posted in Eurozone Sovereign Spreads, France, Uncategorized
Tagged France Elections, Oat-Bund Spread
Leave a comment
Global Risk Monitor – April 28
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
COTD: Where Your Tax Dollars Go
More than half of every dollar went to health care, military last year – MarketWatch .
QOTD 2.0: More Inflation Cometh
The question is: Has the aircraft carrier of rising global inflation finally left port? Big fiscal stimulus planned in U.S. with labor shortages. Hmm…. And tariffs on imports increasing. Even China has reversed its deflationary forces. You know when aircraft … Continue reading
Posted in Euro, Fiscal Cliff Monitor, Inflation/Deflation, Uncategorized, US Releases
Tagged Europe, Inflation
2 Comments
QOTD: Inflation Cometh
The key takeaway from this morning’s punk GDP report: Meanwhile, Inflation advanced at a 2.4% annual pace in the first quarter, according to the personal-consumption expenditures, or PCE index. The PCE index–the preferred inflation gauge of the Federal Reserve–easily topped … Continue reading
The Chart That Floats Overvaluation
We hear a lot these days about how all assets are overvalued. Very and don’t disagree. Lots of gurus and big money managers engaging in market crash talking. Doubt it, but could be wrong. Too much liquidity and cash in … Continue reading
Will France Launch The Molotov Cocktail?
The Oat-Bund 10-year spread came in almost 10 bps last week. The Euro rallied a little over 1 percent. A disillusioned and highly undecided French electorate head to the polls tomorrow to choose the two candidates (unless one wins an … Continue reading
Global Risk Monitor – April 21
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
Global Macro Monitor 