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Yearly Archives: 2018
Go Irish!
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
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Week In Review – October 26
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
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Global Risk Monitor – October 26
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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QOTD: The Taiwan Strait
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
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
The Economic Consequences of Mr. Trump – Project Syndicate
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
And little children will lead them
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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Foreigners Fleeing Treasuries
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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Global Macro Monitor 