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Yearly Archives: 2017
The Emerging Markets 30-30 Club
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
Posted in Demographics, Economics, Uncategorized
Tagged 30-30 Club, Country median age, Economic Growth, Emerging Markets, Global Demographics
1 Comment
Merkel Retains Power, Far Right Moves To Bundestag
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
Posted in ECB, Euro, Politics, Uncategorized
Tagged Chancellor Angela Merkel, German Elections
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Week In Review – September 22
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
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Stocks, Week performance
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Global Risk Monitor – September 22
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
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The Sermon On The Mount[ain Of Debt]
“Blessed are the young, for they shall inherit the national debt.” – President Herbert Hoover The Hoover administration thought there was no room and was ideologically opposed to fiscal expansion to stimulate aggregate demand. Furthermore, Keynesian theory was not even … Continue reading
COTD: The Trillion-Dollar Club
Norway’s sovereign wealth fund hit $1 trillion for the first time on Tuesday, driven higher by climbing stock markets and a weaker U.S. dollar. The milestone valuation was reached for the first time on Sept. 19 at 2:01 a.m. in … Continue reading
FOMC: A Big Double Cheese Non-Burger
Monetary policy history made today. The Federal Open Market Committee (FOMC) confirmed it would begin its long-awaited quantitative tightening (QT). In October, the Committee will initiate the balance sheet normalization program described in the June 2017 Addendum to the Committee’s … Continue reading
Posted in China, Euro, Eurozone Sovereign Spreads, Fed, German Bund, Monetary Policy, Sovereign Debt
Tagged FOMC, Quantitative Tightening
2 Comments
Fed Day With Extremely Loose Financial Conditions
Today is the day, folks. The consensus is the Fed announces the start of quantitative tightening (QT). History in the making. Draining Liquidity Though monetary tightening officially began in December 2015, this will be the first time the Fed drains … Continue reading
Posted in ECB, Economics, Equities, Euro, Fed, Monetary Policy, Uncategorized
Tagged ECB, Fed, FOMC, Monetary Policy, Quantitative Tightening
1 Comment
China’s Communist Party Structure
We noticed today someone tweeted an old post from our blog from way back when. It has an excellent graphic of the structure of China’s Communist Party and its leaders that were selected after the last Party Congress in 2012. … Continue reading
Posted in China, Politics, Uncategorized
Tagged China Communist Party Congress, President Xi
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Global Macro Monitor 