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Recent Posts
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Yearly Archives: 2017
COTD: Young Adults (18-34) Living At Home
(COTD = Chart of the Day) Source: U.S. Census
QOTD: North Korea
Game on and, unfortunately, and it’s not just Donkey Kong! The North Korean crisis seems even more uncertain now and much riskier after Steve Bannon’s comments last week, which may embolden Kim Jong-un to challenge President Trump’s “fire and fury” … Continue reading
Posted in Uncategorized
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China Obsessed With Wealth Effect
We discussed the increasing role of the “wealth effect” in U.S. monetary policy and a key driver of aggregate demand in out last post, The Gold-Bond Correlation And Other Macro Observations. Nothing compared to China, however. Why are investments so … Continue reading
The Gold-Bond Correlation And Other Macro Observations
We have posted several pieces over this year noting the high correlation of gold and 10-year bond futures. See here, here and here. Here is how the gold ETF (GLD) and the Treasury ETF (TLT) have moved together over various … Continue reading
Posted in Bonds, Gold, Monetary Policy, Uncategorized
Tagged bonds, Emerging Markets, Gold, Monetary Policy
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Week in Review – August 25
Global Stock Indices Kind of a quiet week for developed markets (DM) though with an upward bias. Emerging markets continue to rip higher with Brazil up almost 4 percent for the week on expectations of a massive sale of state … Continue reading
Posted in Week in Review
Tagged bonds, Commodities, Currencies, Shanghai Composite, Stocks, Week in Review, Weekly performance
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Global Risk Monitor – August 25
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
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Speech By Mario Draghi At Jackson Hole
Sustaining openness in a dynamic global economy Speech by Mario Draghi, President of the ECB, at the Economic Policy Symposium of the Federal Reserve Bank of Kansas City, Jackson Hole, 25 August 201 The global recovery is firming up. In … Continue reading
Posted in Monetary Policy, Uncategorized
Tagged Jackson Hole, Margio Draghi Speech, Monetary Policy
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Global Macro Monitor 