Yearly Archives: 2017

How to Become a Trillionaire and Other Thoughts

Posted on January 7, 2017 by macromon

Grab one of these: Careful what you wish for central bankers and fiscal policy makers.  Though we don’t see signs of “rollover risk” in any of the G5 or G20, it’s all about confidence and you know what Joe said about … Continue reading →

Posted in Economics, Fiscal Policy, Uncategorized | Tagged , , , , | 10 Comments

2017 Annual Forecast Preview – Stratfor

Posted on January 5, 2017 by macromon

Stratfor Vice President of Global Analysis Reva Goujon highlights the key geopolitical trends for the coming year. For more analysis, visit: http://www.Stratfor.com

Posted in Economics, Policy, Politics, Uncategorized | Tagged , | 2 Comments

Word of the Day: “Baofahu”

Posted on January 4, 2017 by macromon

“a Chinese term for people who have experienced an “explosion” of wealth but lack financial and cultural sophistication. Shanxi is a hotbed for such investors, many of whom got rich during the coal boom. “They just look at the yield,” … Continue reading →

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China’s Caixin service PMI rises to 17-month high

Posted on January 4, 2017 by macromon

The Caixin China Services PMI rose to 53.4 in December of 2016 from 53.1 in November while market expected 53.3. It was the fastest growth since July 2015, as new orders rose the most in 17 months and business expectations … Continue reading →

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LIBOR Over 1 Percent, First Time In 7 years

Posted on January 4, 2017 by macromon

The times they are a changin [incrementally]’. The Wall Street Journal reports, But on Wednesday it was set at 1.00511%, topping that key threshold for the first time in more than seven years, as investors brace for more Federal Reserve rate … Continue reading →

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Reagan-Trump S&P500 Analog : 40 Days In

Posted on January 4, 2017 by macromon

A little personal story about the Reagan Fed, but, first, some meat. It has been 40 tradings days — wow, time flies — since Donald Trump’s surprise victory  in the 2016 Presidential election.  We posted a piece on New Year’s … Continue reading →

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COTD: China’s New Economy

Posted on January 4, 2017 by macromon

Source:  FT But slow transformation overall……. (COTD = Chart of the Day)

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QOTD: Easy To Be Bearish On China

Posted on January 4, 2017 by macromon

…it is easy to be “too pessimistic” about the Chinese economy. “Looking at macro stuff in China does that to people.  Things are much more optimistic at a micro level.”.   –  Jeffrey Towson, Peking Universtity  via FT (QOTD = Quote … Continue reading →

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Growth looks good – FT

Posted on January 3, 2017 by macromon

Published on Jan 3, 2017 John Authers looks at encouraging signs of strength from the US to China, while the strengthening dollar may signal problems for emerging markets. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

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2017 Fastest Growing Economies

Posted on January 2, 2017 by macromon

New year, time to look forward.   Which countries are expected to grow the fastest in 2017? We have ranked the world’s country 2017 GDP forecasts in the ginormous table below.  The data are from the October 2016 IMF’s World Economic … Continue reading →

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