Monthly Archives: October 2018

The Taylor Swift Boating Of The Midterms

Posted on October 31, 2018 by macromon

The term swiftboating (also swift-boating or swift boating) is a pejorative American neologism used to describe an unfair or untrue political attack. The term is derived from the name of the organization “Swift Boat Veterans for Truth” (SBVT, later the Swift Vets … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 3 Comments

Exit Mr. Rocktober

Posted on October 31, 2018 by macromon

Ugly month. The fourth worst October performance for the S&P500 since 1950.   Could have been much worse if not for the bulls skate save over the past two days. Rare that stocks down so much yet 10-year yield 8 bps … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , , , | Leave a comment

“What will Brazil’s role in Venezuela be with Bolsonaro’s Presidency?”

Posted on October 30, 2018 by macromon

Carlos Milani, Associate Professor at the Rio de Janeiro State University’s Institute for Social and Political Studies (IESP-UERJ) “Bolsonaro”s election is very worrisome for our young democracy” Visit our website: http://www.france24.com

Posted in BRICs, Uncategorized | Tagged , , | Leave a comment

Welcome To The Club, Mr. President

Posted on October 30, 2018 by macromon

An antagonistic free press is part of the job description, no? President Trump – October 26, 2018   Whenever the press quits abusing me I know I’m in the wrong pew. I don’t mind it because when they throw bricks … Continue reading →

Posted in President Trump, Uncategorized | Tagged , , , , | Leave a comment

Republicans Set For Historical Thumping In Midterms

Posted on October 29, 2018 by macromon

Updated October 30 @ 1:15 a.m. –   Data correction  Summary President Trump’s Gallup approval rating has collapsed over the past week We have updated our simple single factor model, which now projects the Republicans will lose 53 House seats next … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged , , | 1 Comment

Why The 2018 Stock Market Corrections Are Different

Posted on October 29, 2018 by macromon

Just a quick note and some data to bolster our last post and concern that Treasury yields are not coming in  during this stock market correction. The table illustrates that the this year’s two S&P 10 percent corrections have coincided … Continue reading →

Posted in Equity, Interest Rates, Uncategorized | Tagged , | 33 Comments

S&P500 Key Levels

Posted on October 29, 2018 by macromon

The oversold S&P is off 30 points from its morning high.  It’s imperative it has a strong close today. We do think a test of the February low of 2532. 69 is a done deal, that is another 5.4 percent … Continue reading →

Posted in Equities, Uncategorized | Tagged , | 5 Comments

Go Irish!

Posted on October 28, 2018 by macromon

A beacon in a world that grows darker by the day.   Meanwhile, Ireland has just re-elected a president who speaks like this. pic.twitter.com/oVLUdWr70Y — Barry Malone (@malonebarry) October 28, 2018

Posted in Uncategorized | Leave a comment

Week In Review – October 26

Posted on October 28, 2018 by macromon

Summary Another ugly week for equities led by non-China Asia Starting to see a flight to quality as 10-year yields coming in a bit U.S. credit blowing out again VIX has doubled in October Lumber still in timber mode as … Continue reading →

Posted in Uncategorized | Leave a comment

Sector ETF Performance – October 26

Posted on October 28, 2018 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged | Leave a comment