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Monthly Archives: May 2018
Speaking of Fogerty…
The dude can still bring it. Down on the Corner. Classic. Epic. Lit!
Hungary’s Illiberal Model
Must view. Helps to better understand the fraying global realpolitik. I am with John Fogerty and Creedence on this one, I see a bad moon a-rising I see trouble on the way I hear the voice of rage and ruin Money … Continue reading
Prepare For Much Higher Long-Term Rates
There has been a huge drain of liquidity from the U.S. Treasury market over the past few years, and may signal a structural change to how the United States finances budget deficits. The government will always find a way to … Continue reading
Posted in Bonds, Charts, China, Credit, Geopolitical, Interest Rates, Sovereign Debt, Uncategorized
Tagged Capital flow, Greenspan, Interest rates, U.S. Treasury bonds and notes
36 Comments
FOMC Statement – May 2
May 02, 2018 Federal Reserve issues FOMC statement For release at 2:00 p.m. EDT Information received since the Federal Open Market Committee met in March indicates that the labor market has continued to strengthen and that economic activity has been … Continue reading
Inflation Rising…Super Spike In Yields Coming?
Yield curve flattening trades will flatten you in the next six months. The march toward 4 percent on the 10-year will continue after record shorts square up positions just a little bit more. Inflation moving higher. Moreover, the supply/demand flow … Continue reading
Posted in Inflation/Deflation, Uncategorized
Tagged 10-year yields, Inflation, U.S. PMI
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Apple Reports Solid Earnings, But…
Key Takeaways Revenues up 16 percent – It amazes us that a company so large can grow earnings at 16 percent y/y. China Revenues up 21 percent – This compares to down 14 percent in Q2 2017. Worries unwarranted unless … Continue reading
How Good, or Bad, Will AI Get?
Even as the use of artificial intelligence has grown over the past decade, outsized predictions about it destroying humanity or creating utopia haven’t come to pass, at least not yet. Bloomberg QuickTake explains what AI does for us now and … Continue reading
Posted in Algos, Technology, Uncategorized
Tagged AI, Algorithims, Amazon, Facebook, Google, Technology
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What To Watch In The Apple Release
Ahh, the good old days of trading billions of dollars in Apple stock. Apple Getting Too Big The company has almost become a utility due to its sheer size. Apple’s relatively small recurring revenue stream (some argue iPhone upgrades are … Continue reading
QOTD: So Churchill!
Contemplate this for “the moment in the garden.”
Global Macro Monitor 