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Monthly Archives: March 2018
Wealth Inequality In the United States
This is not a chart that generates confidence in future political and social stability. It looks like the jaws of a Great White ready to bite someone in the arse. Clearly a contributing factor in the rise of populism and anti-elitism, … Continue reading
Posted in Economics, Politics, Poverty, Uncategorized
Tagged Economics, Wealth Distribution
13 Comments
Major Stock Index Recovery Percentages
Bouncing around. Doesn’t seem like many real sellers out there. Traders and ‘bots push the indices down and then have to cover into the close. We wrote about this in our Week In Review post this past Sunday. Risks are … Continue reading
Posted in Equities, President Trump, Uncategorized
Tagged Correction, President Trump, Recovery Values, Special election, Stocks
Leave a comment
China’s Staggering Demand For Commodities
Great chart from the Visual Capitalist brought to of us from our favorite Polish crude and rude trader, the Skrypecker. Now you can see why the markets work themselves into a deflationary tizzy when China hits a speed bump.
Posted in China, Commodities, Uncategorized
Tagged China, Commodity Demand, Visual Capitalist
2 Comments
World Current Accounts And The Trump Tariffs
Given all the noise around the Trump Tariffs, we have updated our ranking of the world’s 2018 Current Account Balances (CAB) by country from largest surplus to biggest deficit, both as a percentage of GDP and in US$ billions, in … Continue reading
Posted in Uncategorized
6 Comments
Can The Bears Deliver The Knockout Punch?
Yes, we believe so. https://twitter.com/HistoryInPix/status/967915137142280192 Maybe not tomorrow, maybe not next week, but sometime this year the S&P500 will break into bear market territory at 2,298.30, 20 percent off its January 26th high, and 15.76 percent down from today’s close.
Inside the bitter Oval Office tariff fight – Axios
Interesting story by Axios about the war between Peter Navarro’s economic nationalist camp and Gary Cohn’s free trader-cohort inside the Oval Office which culminated in Cohn leaving the White House tonight. The money quote that says it all: Cohn tried to … Continue reading
Posted in President Trump, Uncategorized
Tagged Gary Cohn, Peter Navarro, President Trump
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Policy Leanings Of Current FOMC
Posted in Fed, Monetary Policy, Uncategorized
Tagged Federal Reserve, FOMC Leanings, Monetary Policy
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It’s On Like Donkey Kong…
Now that Cohn is out it looks like game on for a new trade war. You never know with Trump, however, but Cohn’s departure is not a good signal. The British newspaper, City A.M., gives us a hint at how … Continue reading
Posted in China, Economics, Uncategorized
Tagged Paper Tiger, Retaliation, Trade Wars, Trump
4 Comments
The “Navarro Falls” Beckon
Right on schedule the barrel and catalyst — in the form of Gary Cohn’s resignation — cue up to take stocks over the waterfall. Let’s call it what it is, “The Niagara Navarro Falls“. . Cramer’s Mad Money Wow, it … Continue reading
Posted in Bonds, Equities, President Trump, Uncategorized
Tagged Gary Cohn, JFK-Trump S&P500 Analog, Peter Navarro, Tariffs
4 Comments
Global Macro Monitor 