Monthly Archives: March 2018

Federal Reserve issues FOMC statement – March 21

Posted on March 21, 2018 by macromon

March 21, 2018 Federal Reserve issues FOMC statement For release at 2:00 p.m. EDT Information received since the Federal Open Market Committee met in January indicates that the labor market has continued to strengthen and that economic activity has been … Continue reading →

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Jack Ma: KFC Reject to Asia’s Richest Man – Bloomberg

Posted on March 21, 2018 by macromon

Great story. Jack Ma wasn’t born rich but now he is the richest man in Asia. This Bloomberg profile tells the story of how Ma started as a poor kid in China’s countryside, learned English, got rejected from a job … Continue reading →

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Market Digits You Need To Know…

Posted on March 19, 2018 by macromon

Running out to passport office and we will be out a few days.  Here are the market data you need to know: Recovery faltering… S&P held 100-day moving average and closed above 50% key fibo today.  Put down today’s low … Continue reading →

Posted in Equities, Uncategorized | Tagged , , | 1 Comment

Why This Correction Is Different

Posted on March 18, 2018 by macromon

Those dreaded words you never want to hear as an investor, “this time is different.” Stock and Bond Correlation It does apply to the latest stock market correction, however. The sell-off that began on January 29th spanned ten trading days and … Continue reading →

Posted in Bonds, Equities, Fed, Uncategorized | 30 Comments

Week In Review – March 16

Posted on March 18, 2018 by macromon

Equity markets are still struggling to get back to all-time highs as geopolitical and U.S. domestic political risk is on the rise and growth projections ratchet lower. Corporate spreads are blowing out again. The U.S. 10-year yield is very sticky, … Continue reading →

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Sector ETF Performance – March 16

Posted on March 17, 2018 by macromon
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Global Risk Monitor – March 16

Posted on March 17, 2018 by macromon
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QOTD: Where Are They?

Posted on March 17, 2018 by macromon

“There are no grown ups in the room.” – Chris Whipple,  March 17

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Foreign Holdings Of U.S. Treasuries (TIC) – Jan ’18

Posted on March 15, 2018 by macromon

The Treasury International Capital (TIC) flows for January are out today.    As we suspected, foreign central banks have been net sellers over the past few months. Looking at both private and official flows in China and Japan, the two … Continue reading →

Posted in Bonds, Uncategorized | Tagged , | 8 Comments

Robots Are Even Coming For The Wolves!

Posted on March 15, 2018 by macromon

An example of Mother Nature and her delicate balance, and the ‘bots that bail us out… For the last eight months, farms near Kisarazu City in Japan have been home to a horrifying robot wolf. But don’t worry, it wasn’t … Continue reading →

Posted in Technology, Uncategorized | Tagged , , , | 1 Comment