Yearly Archives: 2017

COTD: China Levers Up As ROW Does Opposite

Posted on September 19, 2017 by macromon

We knew that credit expansion is the mother’s milk of economic growth,  but even this chart surprised us.   The global nominal private non-financial debt level x/ China has been flat since 2008.   As in flat in nominal terms not as … Continue reading →

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Global Equities: Rockin’ In The Free World

Posted on September 19, 2017 by macromon

Stunning table of the year-to-date returns of country ETFs coming to us via Charlie Bilello at Pension Partners. All the country ETFs are, should we say,  Rockin’ In The Free World, except for Russia, which has turned up and rockin’ the … Continue reading →

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México Fuerte!

Posted on September 19, 2017 by macromon

We are with you our brothers and sisters down in OH MEXICO!  Godspeed. Viva Mexico!     Wow!  So many natural disasters this month it’s starting to get downright biblical! Then there is the weakening of the nation-state as we … Continue reading →

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Week In Review – September 15

Posted on September 17, 2017 by macromon

Global Stock Indices Good week for stocks. Major U.S. major indices closed at record highs.   Brazilian stocks at new highs as traders remain confident President Temer will implement market reforms even though he faces a second round of corruption … Continue reading →

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Sector ETF Performance – September 15

Posted on September 16, 2017 by macromon
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Global Risk Monitor – September 15

Posted on September 16, 2017 by macromon

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Tweet Of The Day: Traders vs Analysts

Posted on September 11, 2017 by macromon

When an analyst is wrong, it is called an revised forecast. When a trader is wrong, it is called a loss. A big difference. — Peter Brandt (@PeterLBrandt) September 11, 2017

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Fed Vice Chair, Stanley Fischer, Exit Stage Left

Posted on September 10, 2017 by macromon

This one is going to hurt.   Stanley Fischer is one of, if not, our favorite economist. As Larry Summers points out in his recent piece in the Washington Post, The Fed and the international monetary system will be weaker for … Continue reading →

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Week In Review – August 8

Posted on September 10, 2017 by macromon

Global Stock Indices Emerging markets once again led the charge in the global equity markets this past week.  Russia continues it momentum, which we thought would begin to bounce after being down almost 15 percent in the first half. Japanese … Continue reading →

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Sector ETF Performance – September 8

Posted on September 9, 2017 by macromon
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