-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,204 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Yearly Archives: 2017
TOTD: Who Owns The U.S. Equity Market?
(TOTD = Table of the Day)
Posted in Equities, Uncategorized
Tagged Major Holders, Major Holders of U.S. Equities, U.S. Stock Market
Leave a comment
QOTD: IMF Economic Forecast
There is thus a wider than usual range of upside and downside risks to this forecast. A sustained non-inflationary growth increase, marked by higher labor force participation and significant expansion of the U.S. capital stock and infrastructure, would allow a … Continue reading
Posted in Economics, Uncategorized
Tagged IMF, Inflatiion, U.S. Economy, Updatae, WEO
Leave a comment
Hot To Detect A Lie
Source: Pinterest
Securing the Presidential Inauguration – Stratfor
Stratfor Chief Security Officer Fred Burton examines the sophisticated interagency coordination involved in providing security for the approaching inauguration ceremony. For more analysis, visit: http://www.Stratfor.com
How Are Those “Crowded Trades” Doing?
We take a look here at what BofA/Merrill Lynch has surveyed as the “most crowded trades” in the market. Most are taking on water as the crowd is leaning to the same side of the boat. Big losses for Japanese … Continue reading
Posted in Currency, Dollar, Equities
Tagged Crowded Trades, dollar, Dollar Index, Japanese Yen, Russell 2000, U.S. Tech, XLK
Leave a comment
What’s Behind the Gold Rally?
Short covering in the bond market. Don’t believe it? Check out the chart below. Gold is up 7.7 percent since the December 15 low the same day the 10-year Treasury yield peaked at 2.60 percent. Why are Treasuries rallying? … Continue reading
Bond Market Conundrum 2.0? And U.S. Treasuries Held By Foreigners
The ginormous table below of foreign holdings of U.S. Treasury securities compliments Friday’s post, TOTD: Who Owns The Treasury Market? First some background, a few caveats about the data, some thoughts on how the U.S. became so dependent on foreign financing … Continue reading
Reagan-Trump S&P500 Analog
Trump rally holding. Now outperforming Reagan’s S&P by 3.13 percent after 47 days from election day. Meaningless in terms of predicting future performance. But, fun, no?
Global Risk Monitor – January 13
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
Global Macro Monitor 