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Monthly Archives: May 2018
How Italy Became Eurosceptic & Why It Matters – FT
Watch this space. What we said ten days ago. The Italian 10-year government bond is 112 bps through the U.S. 10-year note yield, and the country doesn’t have an independent central bank! Moreover, the Germans are coming to town at the … Continue reading
Posted in Uncategorized
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Deconstructing The U.S. Jobs Market
Summary We compare the first 15 payroll reports of the Trump administration to the last 15 of the Obama administration As of the end of April 2018, the Trump economy has generated 2.7 million jobs versus 3.1 million in Obama’s … Continue reading
Posted in Employment, Uncategorized
Tagged Job Creation, Trump versus Obama Job Creation, U.S. nonfarm payrolls
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Long-Term Yields Break Higher
The 10-year Treasury yield broke out and closed above a new 5-year high today. If you didn’t catch our analysis from a few weeks back why long-term interest rates were set to move higher, run don’t walk to, Prepare For Much … Continue reading
QOTD: Change Perspective, Things Change
When you change the way you look at things, the things you look at change.” — Max Planck, German quantum theorist and Nobel Prize winner
Trump Wants A China Trade Deal – Bloomberg
We have to begin collecting our bets on who would cave first. Wasn’t it obvious? May14 — Eurasia Group President Ian Bremmer discusses President Donald Trump’s shift on trade with China after announcing on Twitter that he wants to help … Continue reading
The Week Ahead – FT
The FT’s Daniel Garrahan previews the big stories in the week ahead, including Venezuela going to the polls in a presidential election that’s been slammed by the international community, results from Walmart and Burberry, and Japan’s first-quarter GDP figures. – … Continue reading
QOTD: Druck On Distorted Interest Rates
…today we have settled to allowing the most important price of all, long-term interest rates, to be regularly distorted by public intervention. …If I were trying to create a deflationary bust, I would do exact exactly what the world’s central … Continue reading
Posted in Bonds, Budget Deficit, Economics, Interest Rates, Quote of the Day, Uncategorized
Tagged Distorted, Interest rates, QE, Stan Druckenmiller
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Week In Review – May 11
Summary Bullet Points U.S. 10-year yield up 2 bps Brazil 10-year up 23 bps, closes over 10 percent for first time since January Indonesia 10-year up 25 bps Junk credit tighter Euro periphery spreads tighter x/ Italy, though showed some … Continue reading
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Global Macro Monitor 