Monthly Archives: February 2018

Bonds Behaving Badly

Posted on February 1, 2018 by macromon

We began the week with our Watch This Space post: Because the eurozone is where the big bond bubble lives. Though the euro periphery is now in Convergence 2.0 mode on hopes of eMac’s vision of a more integrated ‘zone, … Continue reading →

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Apple Double-Digit Revenue Growth Continues

Posted on February 1, 2018 by macromon

Even global macro jockeys must monitor the world’s largest company. Amazing that an $850 billion market cap company can still grow y/y revenues at 13 percent. Just for some scale perspective, Apple’s quarterly revenues exceed the GDP of almost 70 … Continue reading →

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QOTD: Expecting The Unexpected Pays

Posted on February 1, 2018 by macromon

“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.”  ― George Soros (QOTD = Quote of the Day)

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