Yearly Archives: 2017

Global Risk Monitor – January 27

Posted on January 29, 2017 by macromon

Click on table to enlarge and for better resolution

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COTD: Trade With Mexico

Posted on January 27, 2017 by macromon

(COTD = Chart of the Day)

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Almost All World’s Currencies Undervalued

Posted on January 27, 2017 by macromon

We’ve put together a couple of tables showing the undervaluation of the world’s currencies based on their 2016 purchasing power parity against the U.S. dollar. The Purchasing-power-parity (PPP) between two countries is the rate at which the currency of one … Continue reading →

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COTD: WalMart Nation

Posted on January 26, 2017 by macromon

Which jobs do you think trade tariffs will destroy?  Retail, no? As tariffs and border taxes are implemented,  the price of goods rise,  real income falls,  ergo demand falls and fewer WalMart shoppers buying higher priced goods equal layoffs.   … Continue reading →

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Building a Wall Between the U.S. and Mexico – Stratfor

Posted on January 26, 2017 by macromon

Stratfor Latin America Analyst Reggie Thompson discusses the steps that would have to be taken before the construction of a wall along the U.S.-Mexico border could begin. For more analysis, visit: http://www.Stratfor.com  

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Who Could Lose the Most in a U.S.-China Trade War?

Posted on January 25, 2017 by macromon

Jan.22 — Now that Donald Trump is in the White House, the world’s biggest companies are trying to gauge the likelihood of a U.S. trade war with China. If the tension escalates, there could be losers on both sides. Bloomberg’s … Continue reading →

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“Good Trump” Catapults Dow To 20K As “Bad Trump” Lurks

Posted on January 25, 2017 by macromon

Party on, Garth! The Dow crossed 20k as the market perceives accelerated future profit growth from the “Good Trump” policies – deregulation, etc. – and traders surf the Keystone pipeline to higher prices.   The momentum will continue until it … Continue reading →

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Gold Still Tracking Bonds

Posted on January 25, 2017 by macromon

We posted last week the correlation of the bond and gold.  Some argue gold has been rallying as a hedge against inflation or inversely with the dollar.   Don’t think so and not yet on the inflation hedge. Gold is moody … Continue reading →

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Saudi Arabia’s Economic and Demographic Reckoning – Stratfor

Posted on January 24, 2017 by macromon

Stratfor Middle East Analyst Emily Hawthorne looks at the factors complicating Riyadh’s latest effort at reform. For more analysis, visit: http://www.Stratfor.com

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Inflation Cometh

Posted on January 23, 2017 by macromon

Our view that inflation in the U.S. is going to be the biggest market risk of 2017 is starting to take shape.   Take a look at rents in the second chart below. European political risks?   Nah. The March 15 elections … Continue reading →

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