Monthly Archives: September 2018

Charts That Count: QE QED

Posted on September 10, 2018 by macromon

Since the collapse of Lehman Brothers the story of the world’s attempts to stop the financial crisis turning into a Great Depression has been dominated by central banks’ balance sheets. John Authers describes how this averted total disaster and sparked … Continue reading →

Posted in Economics, Interest Rates, Monetary Policy, Uncategorized | Tagged , , , | Leave a comment

Midterm Political Economy Rorschach Test

Posted on September 10, 2018 by macromon

President Trump and President Obama were in a big pissing match over the weekend on who should get credit for the current healthy economy. Take our Rorschach Test by viewing the inkblots economic charts and you decide.   Then take the … Continue reading →

Posted in Economics, Policy, Politics, Uncategorized | Tagged , | Leave a comment

Week In Review – September 7

Posted on September 9, 2018 by macromon

Summary Turkish bonds led a late week EM recovery on spec of policy action, the almost 200 bps decline in 10-year yield is a record for a week.  Thin volume contributed to the ramp Italian yields down on hope of … Continue reading →

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The moment ‘Brazil’s Donald Trump’ is stabbed at election rally

Posted on September 9, 2018 by macromon

RARELY has the aphorism “what doesn’t kill you makes you stronger” been more apt… Doctors said Mr Bolsonaro will be hospitalised for at least a week. But with a month left before the first round of the election on October … Continue reading →

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Sector ETF Performance – September 7

Posted on September 9, 2018 by macromon
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Global Risk Monitor – September 7

Posted on September 9, 2018 by macromon
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The Ultimate Drone

Posted on September 9, 2018 by macromon

Beautiful! Soon to be drafted by the military.   Did you know U.S. Navy enlists dolphins as “serious military assets?”   https://twitter.com/AMAZlNGNATURE/status/1038419050341101569  

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Helping Out A Little Sister

Posted on September 8, 2018 by macromon

Love Mo Cheeks.  What a great guy. Congrats, my brother, making it to the Hall. This moment isn't what made Maurice Cheeks a Hall of Famer, but is one of our favorites nonetheless: pic.twitter.com/j1GtaBO19P — ESPN (@espn) September 7, 2018

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Political Economy Of The Jobs Report

Posted on September 7, 2018 by macromon

The BLS out with the employment report this morning, Total nonfarm payroll employment increased by 201,000 in August, and the unemployment rate was unchanged at 3.9 percent, the U.S. Bureau of Labor Statistics reported today. Job gains occurred in professional … Continue reading →

Posted in Employment, Uncategorized | Tagged , | 3 Comments

No Free Trader In The White House

Posted on September 6, 2018 by macromon

Yesterday’s NY Times guest Op/Ed confirmed our suspicions about President Trump, Furthermore,  we don’t believe President Trump is a free trader at heart but more of a protectionist and neo-mercantilist.  There is no “Art of the Deal” – see his … Continue reading →

Posted in Japan, Trade War, Uncategorized | Tagged , | 4 Comments