Swan Lake – June 25

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM

The Swans were mixed today as the real action was in the major markets, which are having their epiphany we warned was coming last week.

We suspect trade war tape bombs will dominate the rest of summer.  Helmets.

June25_Trade

 

Jun24_Supply Chains.png

 

SwanLake_Table

 

This entry was posted in Black Swan Watch, Trade War, Uncategorized and tagged , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.