Monthly Archives: May 2018

Global Risk Monitor – May 11

Posted on May 12, 2018 by macromon
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That’s The Ticket…

Posted on May 12, 2018 by macromon

I can only imagine. Pop and Kerr in 2020.  That would be one “woke” presidential ticket!  

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Stock Bulls Take Charge, Technically Speaking

Posted on May 10, 2018 by macromon

In our Monday post on Bull and Bear Traps we noted the bulls had to do three things, and we also noted the bullish pennant technical formation. It is imperative the S&P bulls:  1)  hold the 20-day moving average at … Continue reading →

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TOTD: Prince Harry Is A Stud!

Posted on May 10, 2018 by macromon

'Enjoy the day, it goes so quickly' – Prince Harry's former colleagues wish him and Meghan Markle good luck ahead of their wedding day#RoyalWedding pic.twitter.com/6lZwmzQlrq — ITV News (@itvnews) May 10, 2018 (TOTD = Tweet of the Day)

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QOTD: On Risk

Posted on May 9, 2018 by macromon

Risk does not like prophets. It’s not even fond of historians. You can plan for every risk except the things that are too crazy to cross your mind. —  Morgan Housel

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Italy’s North-South Economic Divide – France24

Posted on May 9, 2018 by macromon

Italy 10-year closed at 1.88 percent today,  6.7 bps wider versus the 10-year bund for the week, but still 14 bps tighter year-to-date. The Italian 10-year government bond is 112 bps through the U.S. 10-year note yield, and the country … Continue reading →

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QOTD: Paul Tudor Jones

Posted on May 8, 2018 by macromon

Note, no mention of “recession”, the trigger for the cheerleaders.  The bear market of    1962 and 1987 occurred with robust economic growth. You look at every bear market and they’ve always basically occurred because of an uptick in inflation … Continue reading →

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Hammer Drops On EM FX

Posted on May 8, 2018 by macromon

It’s getting tighter out there, folks. Emerging currencies are down almost 6.5% against the USD on average since February. pic.twitter.com/5TTNQgIgeE — jeroen blokland (@jsblokland) May 8, 2018

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‘Toon of the Day: Emoji Intellectuals

Posted on May 8, 2018 by macromon

Blame social media! Hat Tip:  @newscientist

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QOTD: Fed Chair Jay Powell

Posted on May 8, 2018 by macromon

  I do not dismiss the prospective risks emanating from global policy normalization. Some investors and institutions may not be well positioned for a rise in interest rates, even one that markets broadly anticipate. And, of course, future economic conditions … Continue reading →

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