Monthly Archives: June 2018

Sector ETF Performance – June 22

Posted on June 22, 2018 by macromon
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Global Risk Monitor – June 22

Posted on June 22, 2018 by macromon
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Nonlinear Thinking: The Future of Farming

Posted on June 22, 2018 by macromon

Stunning.  Vertical farm is 100x more productive per foot and only 10 percent of the water than regular farm.  Hydroponics, baby! See our 2011 post here. A warehouse in New Jersey is using technology to enhance how crops are grown … Continue reading →

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Swan Lake – June 21

Posted on June 21, 2018 by macromon

The euro periphery was rocked today by the rise to power of two populist Eurosceptic political powers, which has called into question the country’s membership in the euro.   Italian 10-year sovereign spreads out 22 bps.   Euro banks weaker EM EM … Continue reading →

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Eurozone Finance Ministers Weigh Up Debt Relief

Posted on June 21, 2018 by macromon

At the 20th Eurogroup meeting of Eurozone finance ministers, the Greek economy was on the agenda. They are weighing up the question of debt relief for Greece as well as the surveillance of its economy in the years to come.… … Continue reading →

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Swan Lake – June 20

Posted on June 20, 2018 by macromon

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 Another relatively quiet day on Swan Lake. Italian 2-year … Continue reading →

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Greece’s economy at a turning point?

Posted on June 20, 2018 by macromon

Eurozone FInance Ministers will on Thursday settle the future of Greece’s debt relief programme. After 8 years of austerity, the country is showing signs of progress. But Greeks abroad show no sign of coming home, according to a recent survey.… … Continue reading →

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Swan Lake – June 19

Posted on June 19, 2018 by macromon

Surprisingly few ripples on Swan Lake today. The Turkish lira, Argentine peso, and SA rand a bit weaker. We are stunned at the complacency in the markets given the hawkish Fed and now coupled with trade war jitters.   These are … Continue reading →

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QOTD: North Korea Deal Or China Deal?

Posted on June 19, 2018 by macromon

In Beijing’s worldview, everything’s connected. Kim Jong-un was in Beijing Tuesday talking strategy with Xi; there frankly won’t be a deal between North Korea and the U.S. without the Chinese leader’s blessing. So what does Trump want more: a “deal” … Continue reading →

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Kim Jong-un visits China following historic Trump summit

Posted on June 19, 2018 by macromon

North Korea’s leader met with Chinese President Xi Jinping on his third trip to Beijing since March. They were expected to discuss sanctions and the denuclearisation of the Korean peninsula.… READ MORE : http://www.euronews.com/2018/06/19/ki…

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