Monthly Archives: July 2018

Swan Lake – July 5

Posted on July 5, 2018 by macromon

Dull.  Boring markets. Fireworks start tomorrow with the first shots are fired in the trade war.  The Trump administration has painted itself into a corner and the only way out is a unilateral capitulation on his part. EM Forget about.  … Continue reading →

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Japan’s Aging Population And Long-Term Growth

Posted on July 5, 2018 by macromon

Today’s FOMC minutes release illustrates labor shortages are global in the advanced economies (AE). Contacts in several Districts reported difficulties finding qualified workers, and, in some cases, firms were coping with labor shortages by increasing salaries and benefits in order … Continue reading →

Posted in Economics, Japan, Uncategorized | Tagged , | 2 Comments

Tech gadgets caught up in US-China trade dispute – FT

Posted on July 5, 2018 by macromon

Looming US import tariffs on some of the hottest gadgets among younger consumers, from vaporisers to electric scooters and ‘smart home’ devices, threaten to drive up prices ► Subscribe to FT.com here: http://bit.ly/2GakujT

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Happy Birthday, America!

Posted on July 4, 2018 by macromon

Wow, 242 years young! We’ve got some problems as we backslide into tribalism and trust in some of our institutions has diminished, but we will get through this. The Melting Pot Spent last night drinking too many beers with an … Continue reading →

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Swan Lake – July 3

Posted on July 3, 2018 by macromon

Just the facts data, ma’am… And the new market narrative by Tom Petty,    

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I’m A Warrior!

Posted on July 2, 2018 by macromon

The moment Boogie found out he was a Warrior 👀 (via @SHOsports)pic.twitter.com/GPdOBPpqc3 — Bleacher Report (@BleacherReport) July 3, 2018

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Rising Gas Prices Cannibalizing Tax Cut

Posted on July 2, 2018 by macromon

Summary Gas prices are moving higher with crude prices On average a gallon of gas is up $.60 from this time last year Most of the gas price is derived from crude oil prices Higher gas prices are regressive and … Continue reading →

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Swan Lake – July 2

Posted on July 2, 2018 by macromon

Stunning we were just talking about a Mexican presidential candidate winning a plurality of less than 30 percent just a few months ago.   AMLO will enter office with a powerful mandate.  If only we knew for what? Swans relatively quiet.  … Continue reading →

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Nonlinear Thinking: Big iMacs Coming To Your Neighborhood

Posted on July 2, 2018 by macromon

Guess where I am going to lunch this week?  I will give you the full review. Also going to try and speak with management about capital and the marginal costs to produce a burger versus using labor.   Big implications for … Continue reading →

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Tweet of the Day: My Grandmother’s Home County

Posted on July 2, 2018 by macromon

https://twitter.com/cathalirl/status/1013544331565727745?s=21

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