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Yearly Archives: 2017
Global Risk Monitor – April 7
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Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Crude Oil Price Regains 200-day M.A.
The May Crude Oil futures contract has regained its 200-day moving average in overnight trading. Significant. Crude is lifting on the back of a bigger than expected draw as measured by the API. Specs have also reduced their net long … Continue reading
Sovereign Risk and Debt Crises
We received some interesting pushback on our recent post, Is the U.S. Government Bankrupt? Not Even Close. The purpose of the post was to remind readers to not ignore the left side of a government’s balance sheet — assets — … Continue reading
Posted in Black Swan Watch, Bonds, Euro, Eurozone Sovereign Spreads, Italy, Japan, Uncategorized
Tagged Debt Crisis, Sovereign Risk
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French Oat-German Bund 10-year Spread
The spread widened by about 5 bps this past week. Macron still holds a slight lead in first round polling over Le Pen. France’s Polling Commission of false reports by Russian news agencies, France’s polling watchdog has issued a warning … Continue reading
Posted in Bonds, Eurozone Sovereign Spreads, France, Uncategorized
Tagged France Elections, Oat-Bund 10-year spread, Russia
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Global Risk Monitor – March 31
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Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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QOTD: Tokyo’s Real Estate Bubble of the 1980’s
Nice follow-up quote from our last post on federal land holdings and assets. U.S. government praying for a land bubble? Just yanking your Markov chain. At the peak of the real estate bubble in the late 1980s, the 1.32 square … Continue reading
Posted in Japan, Real Estate
Tagged Imperial Palce Land Value, Japan, Real Estate Bubble
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Is the U.S. Government Bankrupt? Not Even Close.
We often hear the meme “the U.S. is the next Greece.” “The government is insolvent.” Complete nonsense. We tend to focus too much on the right side of the government’s balance sheet and not the left side — the … Continue reading
Posted in Fiscal Policy, Sovereign Debt
Tagged Federal land, Government Debt, National Balance Sheet
5 Comments
The Great Recession, Debt Growth, and Economic Policy
Look no further than the latest Flow of Funds data from the Federal Reserve Board to get a snapshot of what’s happened in the U.S. economy during the new millennium. Because “credit is the mother’s milk of the economy” let’s … Continue reading
Global Macro Monitor 