Monthly Archives: September 2017

Global Risk Monitor – September 29

Posted on September 30, 2017 by macromon

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What’s The Matter With Inflation?

Posted on September 29, 2017 by macromon

What’s The Matter Kansas  inflation? The divergence of official inflation as measured by the government versus inflation realized by the consumer and businesses has never been greater, in our opinion.   Go ask anybody on the street in America and … Continue reading →

Posted in Inflation/Deflation, Uncategorized | Tagged , , | 25 Comments

COTD: President Trump’s Proposed Tax Reform

Posted on September 29, 2017 by macromon

Individual income tax makes up around 49 percent of the Unites States tax revenue, the single biggest position, according to inside.gov. Trump wants to simplify the tax code by bringing the number of income tax rates from now seven down … Continue reading →

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Corporate Tax Rates and Tax Receipts

Posted on September 28, 2017 by macromon

Here are some interesting data on the U.S. corporate tax rate throughout the last hundred years and a chart of federal tax receipts on corporate income as a percent of GDP.  We gathered the data from the Tax Policy Center … Continue reading →

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Bunds Wagging Treasuries

Posted on September 28, 2017 by macromon

Take a look at the comparison chart of the nearest Bund and U.S. 10-year T-Note futures. Contrary to popular belief, this latest bond market sell-off was led by the German Bund and not U.S. Treasuries, flopping due to the current market … Continue reading →

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Schäuble Out As German FinMin

Posted on September 28, 2017 by macromon

In our Sunday night post,  Merkel Retains Power, Far Right Moves To Bundestag, we asked: Will the Greens demand the current German Finance Minister, Wolfgang Schäuble, step down? — Global Macro Monitor, September 24 This morning the headline on Politco.eu reads, … Continue reading →

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The Emerging Markets 30-30 Club

Posted on September 27, 2017 by macromon

Demographics are destiny and increasingly becoming  the defining narrative of the global economy.   Japan’s aging population is blamed for much of the country’s economic woes.   Doomsters predict economic Armageddon as the world goes gray. We put together a nice data … Continue reading →

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Merkel Retains Power, Far Right Moves To Bundestag

Posted on September 24, 2017 by macromon

Just when you thought eMac – Emmual Macron –  had stamped out right-wing populism in Europe, here come the Germans.   The country’s two leading political parties,  the Christian Democrats (CDU/CSU – “The Union) and the Social Democrats (SPD),  who are … Continue reading →

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Week In Review – September 22

Posted on September 24, 2017 by macromon

Global Stock Indices Relatively quiet week in global equity markets given the FOMC’s historic decision to start reducing the Federal Reserve balance sheet, to which we called the market action a big double cheese non-burger. Argentina continues  rockin’ the free … Continue reading →

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Sector ETF Performance – September 22

Posted on September 23, 2017 by macromon
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