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Monthly Archives: May 2017
Beware Shorting Impeachments
We’ve analyzed the behavior of the S&P500 during the Watergate impeachment hearings and the Clinton impeachment. If you’re shorting risk markets solely based on speculation that President Trump may be impeached, maybe you should think again. Let’s first look at … Continue reading
Posted in Politics, President Trump, Uncategorized
Tagged Clinton Impeachment, Stock Market, Watergate
10 Comments
Orwellian Monetary Policy
“Tightening is Easing” Since U.S. monetary policy began tightening in December 2015, the Fed has added liquidity to the financial system through interest payments to banks on excess reserves and has reduced its surplus to the Treasury adding to the … Continue reading
Posted in Budget Deficit, Interest Rates, Monetary Policy, Uncategorized
Tagged U.S. monetary policy
38 Comments
COTD: U.S. Population By County Size
Wow! More than half of the U.S. population lives in only 144 counties or just about 4.5 percent of the total number of counties throughout the United States. Keep that context when you see one of these political maps.
Posted in Politics, Population, Uncategorized
Tagged Red-Blue Map of the U.S., U.S. Population By County
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Global Risk Monitor – May 12
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Now We Worry
The way, the why, the timing of the firing of FBI Director, James Comey, baffles us. No partisanship here, however. But now we worry. We wrote in February, When we held positions overnight on Wall Street, we used to … Continue reading
Fed Ownership of Yield Curve and Balance Sheet Reduction
Here you have it, folks, a one stop chart. The chart below shows the total outstandings of Treasury bonds and notes, the Fed ownership of the total maturities and percentage of outstandings in each year of maturity (note, the data … Continue reading
Posted in Bonds, Monetary Policy, Uncategorized
Tagged Balance Sheet, bonds, Fed, Monetary Policy, Ownership of Treasury Curve
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Global Risk Monitor – May 5
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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The World’s Fastest Growing Economies
We have updated with the latest 2017 estimates and 2018-22 average annual forecasts and ranked the world’s country 2017 GDP forecasts in the ginormous table below. The data are from the April 2017 IMF’s World Economic Outlook. A little bump … Continue reading
Posted in Economics, Uncategorized
Tagged Fastest Growing Economies, World Economic Growth
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Global Macro Monitor 