Monthly Archives: March 2018

Atlanta Fed GDP Now

Posted on March 15, 2018 by macromon

Looks like a giant downhill slalom.

Posted in Economics, Fed, Uncategorized | Tagged | 3 Comments

Why Mexicans support hard-left challenger Amlo – FT

Posted on March 15, 2018 by macromon

General elections will be held in Mexico on 1 July 2018.  Voters will elect a new president by plurality in a single round of voting to serve a six-year term. What do Mexicans make of the frontrunner hard-left candidate in the July presidential election, Andrés Manuel López Obrador … Continue reading →

Posted in Mexico, Politics, Uncategorized | Tagged , , | Leave a comment

Beware The Ides Of March

Posted on March 15, 2018 by macromon

The knives are out in Roma on the Potomac, and Caesar holds them all this time. Following the abrupt firing of Secretary of State Rex Tillerson, officials were reportedly vague in providing details on the fate of senior White House officials … Continue reading →

Posted in Uncategorized | Leave a comment

The Mother Of All Political Risk

Posted on March 15, 2018 by macromon

This would definitely destabilize the “American Street.” This is RUMINT, but pretty credible RUMINT: Trump preparing to fire Sessions, name Pruitt Acting AG (which he can be since he already holds a Senate confirmed position), and Pruitt fires Mueller. And … Continue reading →

Posted in Geopolitical, Politics, Uncategorized | Tagged , , , | Leave a comment

R.I.P., Stephen Hawking

Posted on March 14, 2018 by macromon

Hat Tip: @MitchellToy

Posted in Picture of the Day, Uncategorized | Tagged , | Leave a comment

Two Unfortunate, Untimely, And Telling Quotes

Posted on March 14, 2018 by macromon

It is  hard to post this as we personally like the guy, think he is full of grace, a gentleman, and a public servant committed to civil discourse.   We need more of his likes in the public square. That said,  … Continue reading →

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

Key Price Points And Data

Posted on March 14, 2018 by macromon

The S&P500 is sitting right at and testing its 50-day moving average.  We think it’s important you have the key levels and market context.  Note the Nasdaq has fallen back through its old high. Here you go:  

Posted in Equities, Uncategorized | Tagged , | Leave a comment

JFK-Trump Analog: 3 bps On The Eve Of A Big Rollover

Posted on March 14, 2018 by macromon

You need to sit down for this one. The JFK-Trump S&P500 analog is only three bps apart on Day 338 after election day.  That is only a one S&P500 point difference, folks.  Absolutely stunning. We had almost given up on … Continue reading →

Posted in Equities, Uncategorized | 13 Comments

Quote of the Night: Will Rodgers

Posted on March 13, 2018 by macromon

If a gun toting, former U.S. Marine,  law and order,  pro-life Democrat wins a seat in Congress, maybe the party leadership has finally learned that all politics is local and the tent needs to expand.   Probably, the biggest take away … Continue reading →

Posted in Quote of the Day, Uncategorized | Tagged , , , | Leave a comment

The Big Blue Wave Looms

Posted on March 13, 2018 by macromon

Is that Conor Lamb on his Hobie?   By the way,  he will be one of only six millennials in the U.S. Congress.  Fresh. Results of Pennsylvania 18th Special Congressional Election  Not definitive yet and much, much tighter than we thought.  … Continue reading →

Posted in Politics, Uncategorized | Tagged | 8 Comments