Monthly Archives: October 2018

QE’s Fading Legacy Moving Long Yields Higher

Posted on October 9, 2018 by macromon

Summary The legacy of the Fed’s QE is fading in the bond auctions For the first time in several years, SOMA did not and will not participate in any of the September or October Treasury auctions The Treasury has to … Continue reading →

Posted in Debt, Fed, Fiscal Policy, Interest Rates, Uncategorized | Tagged , , | 3 Comments

World’s Fastest Growing Economies In 2018 & 2019

Posted on October 9, 2018 by macromon

The latest data just released from the IMF. We have updated the 2018 and 2019 annual GDP forecasts of the world’s country GDPs in our ginormous table below. The data are from the recent release of the October  2018 IMF’s World Economic … Continue reading →

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

Fighting Back

Posted on October 8, 2018 by macromon

  Love this. Role reversal 👌👍 pic.twitter.com/bWF4Hsx9Ew — Angie KaranⓋ🌱 (@angie_karan) October 6, 2018  

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Manufacturing Employment Growth During President Trump

Posted on October 7, 2018 by macromon

After Friday’s jobs report, we thought it is time to dig deeper into employment growth in the manufacturing sector. Manufacturing Jobs Matching Growth In Total Nonfarm Payrolls Contrary to popular belief, the data show that job gains in the manufacturing … Continue reading →

Posted in Employment, Uncategorized | Tagged , | 6 Comments

Week In Review – October 5

Posted on October 7, 2018 by macromon

Summary Ugly week for Global Bonds.  Run to our Sept 23rd post, The Gathering Storm in the Treasury Market 2.0,  as to why we thought yields were about to spike.  Boy, did they Stocks followed bonds lower causing pain the … Continue reading →

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Brazil’s Presidential Election….

Posted on October 7, 2018 by macromon

Looks like off to Round II — October 28th — as no candidate set to receive 50 percent of the first round vote, with Brazil’s Trump fanboy securing around 45 percent of the vote. Note, Brazil’s similar gender divide in … Continue reading →

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Sector ETF Performance – October 5

Posted on October 6, 2018 by macromon
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Global Risk Monitor – October 5

Posted on October 6, 2018 by macromon
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Politics Of The Employment Report

Posted on October 5, 2018 by macromon

Today’s nonfarm payrolls miss,  134k total jobs created in September, sealed the deal on the job creation political debate before the November midterms.   That is all things being equal — during President Trump’s first 20 employment reports versus President Obama’s … Continue reading →

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Alea Iacta Est!

Posted on October 3, 2018 by macromon

As Julius Caesar crossed the Rubicon River with the 13th legion into Italy to march on Rome, he turned to one of his deputies, quite possibly, Marc Antony, and made the famous remark, “alea iacta est.”  Historians translate this as “the die … Continue reading →

Posted in Bonds, German Bund, Interest Rates, Uncategorized | Tagged , , , | 19 Comments