-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,204 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Yearly Archives: 2018
Global Risk Monitor – August 17
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Peformance, Stocks
Leave a comment
Feels Like 1997
Just back home after a week-long road trip to many major U.S. cities. The “Cranes Of Dubai” As an economist, I am always looking for anecdotal evidence of how the local economy is doing. What impressed me most was the … Continue reading
Watch Turkey
Traveling and out of touch. We are watching how the international community, especially the U.S, responds to Turkey’s economic crisis. Do U.S policy makers go the traditional route of trying to stabilize the situation through IMF, etc., or is it … Continue reading
Posted in Uncategorized
Leave a comment
China’s Raises “The Other Nuclear Option”
We are on our way out to go fishing for the next few weeks but couldn’t let this pass without one last post. The current headline at the Drudge Report linking to a CNBC piece citing the People’s Daily (Chinese government press) … Continue reading
China’s FX Reserves Increase
#China’s FX reserves surprisingly rose a for 2nd straight month to $3,118bn in Jul, from $3,112bn despite falling Yuan. Consensus had forecasted a drop to $3,107bn. pic.twitter.com/OFCEL4PaZw — Holger Zschaepitz (@Schuldensuehner) August 7, 2018
Commodity Correlation
Commodity correlation matrix pic.twitter.com/wsK7Uq9obY — Tracy (𝒞𝒽𝒾 ) (@chigrl) August 7, 2018
Beijing police shut down P2P lending demonstration
China has been at the center of the rise of FinTech firms since the Great Financial Crisis (GFC). Some of these firms have become huge. Watch this space. In the United States, the majority of lenders rely on FICO scores … Continue reading
Investors Beware Of “XX-Rated” Result In Ohio’s 12th
We suspect a flip of Ohio 12th congressional district to the Democrats, with Danny O’Connor defeating Republican, Troy Balderson, could be the grain of sand generating the avalanche in the framework of structured criticality. It may be the impetus for the political … Continue reading
Posted in Uncategorized
Leave a comment
Global Macro Monitor 