Yearly Archives: 2017

Global Risk Monitor – September 1

Posted on September 2, 2017 by macromon
Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | Leave a comment

Shanghai Breakout

Posted on September 1, 2017 by macromon

Man, emerging market equities are in total beast mode. The emerging markets index MSCI Ishares ETF (EEM) is up almost 30 percent on the year.  Turkey and Argentian up almost 40 percent.  India,  Brazil, and Korea almost 20 percent. Emerging … Continue reading →

Posted in China, Equities, Uncategorized | Tagged , , | 1 Comment

President’s Rebuttal Tweet On Gen. Kelly Conflict

Posted on September 1, 2017 by macromon

General John Kelly is doing a great job as Chief of Staff. I could not be happier or more impressed – and this Administration continues to.. — Donald J. Trump (@realDonaldTrump) September 1, 2017

Posted in Politics, Uncategorized | Tagged , , | Leave a comment

Get Shorty If The “Church Lady” Bolts La Casa Blanca

Posted on September 1, 2017 by macromon

A stunning piece in the Washington Post posted last night about a potential conflict between President Trump and his Chief of Staff,  General John Kelly,  now dubbed the “Church Lady” by the White House staff. Political risk in Washington has diminished with … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 2 Comments

QOTD: The Maverick

Posted on September 1, 2017 by macromon

Americans recoiled from the repugnant spectacle of white supremacists marching in Charlottesville to promote their un-American “blood and soil” ideology. There is nothing in their hate-driven racism that can match the strength of a nation conceived in liberty and comprising … Continue reading →

Posted in Politics, Quotes, Uncategorized | Tagged , | Leave a comment

Super Mario’s Problem In One Picture

Posted on August 31, 2017 by macromon

File under “Kafkaesque Markets.” Source:  MacroTourist

Posted in ECB, Euro, Monetary Policy, Uncategorized | Tagged , , , | Leave a comment

Month in Review – August

Posted on August 31, 2017 by macromon

Global Stock Indices All emerging markets.   Argentina up on good politics.   China breaking out through strong resistance.  Europe down on strong euro.  India stalls at resistance as RBI warns of a potential stock market bubble.  We are buyers for the … Continue reading →

Posted in Uncategorized | 1 Comment

Immigration: 27% of U.S. Doctors Foreign Born

Posted on August 30, 2017 by macromon

The shortage of GPs [doctors] in England has been caused by multiple factors, including doctors leaving the profession early because of an increasing workload linked to a rising population. The shortage predates Britain’s vote last year to leave the EU, … Continue reading →

Posted in Employment, Uncategorized | Tagged | 2 Comments

Nominal GDP At 4 Percent, Fed Way Behind Curve

Posted on August 30, 2017 by macromon

The BEA revised Q2 GDP up this morning, Current-dollar GDP increased 4.0 percent, or $189.0 billion, in the second quarter to a level of $19,246.7  billion. In the first quarter, current-dollar GDP increased 3.3 percent, or $152.2 billion.  –  BEA … Continue reading →

Posted in Economics, Interest Rates, Uncategorized | Tagged , , , | Leave a comment

Trannies Reclaim 200-day, KOSPI Bounces

Posted on August 29, 2017 by macromon

All the major U.S. stocks indices recovered from steep losses, and then some, after the North Korean missile test, though decliners slightly outpaced advancers on the NYSE. The Dow Transports, which led the recent bout of volatility, reclaimed its 200-day … Continue reading →

Posted in Equities, Geopolitical, Uncategorized | Tagged , , , | 2 Comments