Monthly Archives: October 2018

Global Risk Monitor – October 26

Posted on October 28, 2018 by macromon

 

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QOTD: The Taiwan Strait

Posted on October 26, 2018 by macromon

Repeatedly challenging our bottom line (on the Taiwan question) is extremely dangerous,  If someone attempts to split Taiwan from China, the Chinese military will take any necessary actions at any cost. – General Wei Fenghe, Chinese Defense Minister

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Where The Next Financial Crisis Begins

Posted on October 25, 2018 by macromon

We are not sure of how the next financial crisis will exactly unfold but reasonably confident it will have its roots in the following analysis.   Maybe it has already begun. The U.S. Treasury market is the center of the financial … Continue reading →

Posted in Black Swan Watch, ECB, Fed, Uncategorized | Tagged , , | 34 Comments

The Economic Consequences of Mr. Trump – Project Syndicate

Posted on October 25, 2018 by macromon

With unemployment at a 50-year low, wages starting to pick up, and the stock market booming, the US economy has defied expectations since the 2016 election. Nobel laureates Angus Deaton and Edmund Phelps, along with Barry Eichengreen, Rana Foroohar, and … Continue reading →

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And little children will lead them

Posted on October 24, 2018 by macromon

Wolves will live with lambs. Leopards will lie down with goats. Calves, young lions, and year-old lambs will be together, and little children will lead them. – The Book of Isaiah The country should take the lead from these children. … Continue reading →

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America Thirst: China’s Flows Worrisome – Art Cashin

Posted on October 24, 2018 by macromon

Just before the close, Art Cashin, one of the best out there, cited the weak Treasury auctions and, ergo, worries China is pulling back on its Treasury purchases as a major factor behind the ugly stock sell-off. Click here for … Continue reading →

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Foreigners Fleeing Treasuries

Posted on October 24, 2018 by macromon

You heard it here first, folks.   More analysis to come.  Only massive haven flows can save the bond market, and that ain’t good, is it? Hey, Mr. President, ever think you're going to shift your complaining away from Powell … Continue reading →

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Mr. October And Me

Posted on October 23, 2018 by macromon

Ahh, the Fall Classic! We’re not talking about October stock market corrections but the World Series!   The Boston Red Sox and Los Angeles Dodgers square off tonight to begin the 114th October Classic. The last time the two teams met was … Continue reading →

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How to prepare for the next global recession | The Economist

Posted on October 22, 2018 by macromon
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Harbinger? Dropping Like A BlackRock

Posted on October 22, 2018 by macromon

                   Source:   Holger Zschaepitz @Schuldensuehner Wow.   Completely missed the 34 percent flop in Blackrock, the world’s most massive shadow bank, from its $594.52 January high.   Now trading through the key $400 level, with … Continue reading →

Posted in Earnings, Equities, Uncategorized | Tagged , , | 24 Comments