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Yearly Archives: 2017
USA vs CHINA – BBC 2016 (Must View)
Things are starting to heat up in the Taiwan Straight and only to get hotter under the Trump Administration. This BBC video is great background. China’s foreign ministry hit back in a statement advising Trump, a billionaire property tycoon who … Continue reading
Watch This Space: Oat-Bund Spread
Posted in Bonds, Eurozone Sovereign Spreads, Uncategorized
Tagged France, Germany, Oat-Bund Spread
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TOTD: Who Owns The Treasury Market?
(TOTD = Table of the Day)
Cheap Big Macs Around the World
Turkey, the UK , and Mexico (“undervalued by a whacking 55.9% against the greenback”) have gotten much cheaper over the past year. The Big Mac index is built on the idea of purchasing-power parity, the theory that in the long … Continue reading
US Debt Growth By Sector
Note that the post-crisis total debt growth in the U.S. is just a little more than half the 23-year annual average before the crisis, a decline from an average annual growth rate of 7.7 percent to 4.3 percent. Household debt … Continue reading
How Big Are The Emerging Markets?
We put together a nice table and some charts of the relative size of emerging market (EM) economies as a percent of World GDP and total EM GDP based on regions. The data are from the IMF’s October 2016 World … Continue reading
QOTD: Did Sabermetrics Predict Trump In 2001?
A voting structure like this is an open invitation to an eccentric outcome. If the United States were to use a system like this to elect the President, the absolutely certain result would be that, within a few elections, someone … Continue reading
U.S. Bank Asset and Liability Growth
An addendum to our latest post on the expected bank credit-led boom. Here is the latest data commercial bank asset growth from the Fed as of January 6, 2017.
U.S. Banks Primed And Ready To Roll – Expect the Unexpected
We’ve been busy crunching numbers on the consolidated balance sheet of U.S.-chartered depository institutions and comparing their mix of assets relative to their pre-crisis levels. The large U.S. banks begin reporting earnings on Friday. The Coming Credit Led Expansion Our … Continue reading
Posted in Economics, Monetary Policy, Uncategorized
Tagged Credit Expansion, Fed, Monetary Policy, U.S. Banks
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COTD: U.S. Job Killers, You Decide
. (COTD = Chart of the Day)
Global Macro Monitor 