Monthly Archives: November 2018

Rome Is Burning, Again

Posted on November 13, 2018 by macromon

This is insane. It is getting old and hard to breath.  Godspeed to those suffering. Insane footage of the California fires. 🎥 via @abc7la pic.twitter.com/8M0DxB3xM2 — Lori McNee (@lorimcneeartist) November 13, 2018  

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Mr. Market’s Biggest Headwind

Posted on November 12, 2018 by macromon

At the end of September, we posted our analysis of the structural changes taking place in the Treasury market,  The Gathering Storm In The Treasury Market 2.0,  which was very well received and still getting thousands of hits per week. Crowding Out Our … Continue reading →

Posted in Budget Deficit, Capital Flows, Interest Rates, Uncategorized | Tagged , , , | 20 Comments

Is The U.S. Dollar Over/Undervalued?

Posted on November 11, 2018 by macromon

If you are planning on retiring to a country other than the United States, you may want to have a glance at our following analysis. Purchasing Power Parity We have taken the October IMF WEO database and backed out their … Continue reading →

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In Honor Of Veteran’s Day: The Butterfly Effect

Posted on November 11, 2018 by macromon

To honor Veterans’s Day,  we are reposting our June 2017 butterfly piece, which illustrates how sleepwalking can lead the world into a war that nobody wants. French President, Emmanuel Macron, warned today about sleepwalking into another great conflict. “I know … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , , | 17 Comments

Sector ETF Performance – November 9

Posted on November 10, 2018 by macromon
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Global Risk Monitor – November 9

Posted on November 10, 2018 by macromon
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Crude Testing Critical Support…Will Stocks Follow?

Posted on November 8, 2018 by macromon

The near WTI futures price is down 21 percent since peaking on October 3rd as traders front ran the Iranian oil sanctions, which went in to place this week.   Fearing spiking oil prices, the U.S. granted waivers to eight of … Continue reading →

Posted in Crude Oil, Equity, Uncategorized | Tagged , | 13 Comments

How Trade Helps Both Sides – PIE

Posted on November 7, 2018 by macromon

Interesting piece explaining comparative advantage.  Though it shows the gains,  those cake and pizza makers in each country get hurt.   We always propose taxing some of the gains from winners to help the losers.

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GMM’s Pre Post-Mortem On The Midterm

Posted on November 7, 2018 by macromon

Just a quick note on the midterms as we await for the full results. The Lavender Wave (pink + blue) that we were expecting did materialize, though not as strong,  and swept the Republicans from the House.  Suburban and college-educated … Continue reading →

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Changes Coming To Global Macro Monitor

Posted on November 7, 2018 by macromon

The Global Macro Monitor (GMM) came into existence in 2010, motivated, mainly, as a way to discipline our trading.  There is nothing like writing and data crunching to create clear, concise thinking and original research to create a framework to … Continue reading →

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