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Yearly Archives: 2018
China’s Top U.S. Auto Imports
How global is this? Of the ten best selling U.S. auto exports to China, six are German cars. The real world is not as simple and more complex than conventional impressions. Source: Bloomberg China has agreed to reduce and remove … Continue reading
Month In Review – November 30
Summary One helluva bear trap set the prior week sent traders scrambling after the Fed Chair caved, at least in rhetoric, to the president’s bullying Most sovereign bond yields down on the month, led by hard-hit Turkey and Indonesian 10-years … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Fareed Zakaria GPS, Stocks, U.S. Market Cap to GDP, Week in Review
3 Comments
Global Risk Monitor – November 30
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Markets, Stocks
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President Bush #41 Always Had A Strategic Vision & Plan
I was fortunate to work with the Bush #41 administration in developing and implementing their plan to resolve the 1980/90’s developing country (emerging markets in today’s parlance) debt crisis — The Brady Plan — named for his Treasury Secretary. Can … Continue reading
R.I.P., #41
The last true Republican president. President George H.W. Bush throws out the first pitch during Opening Day ceremonies at Memorial Stadium, Baltimore (April 1989) #POTUS #MLB #History pic.twitter.com/9haZDd1MBt — Baseball by BSmile (@BSmile) December 1, 2018
A life of boom and bust: Can Argentina break the cycle?
A century ago, Argentina was one of the ten richest countries in the world. But crisis after crisis has earned it the dubious distinction of being the only nation ever to regress to developing country status. With hyperinflation, devaluations and … Continue reading
Posted in Emerging Markets, Uncategorized
Tagged Argentina, Economics, Emerging Markets, FT
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Mr. Market Goes Full Powell-Wow Over Fed Chair’s Cave
He caved. At least in rhetoric. Interest rates are still low by historical standards, and they remain just below the broad range of estimates of the level that would be neutral for the economy‑‑that is, neither speeding up nor slowing … Continue reading
Posted in Equities, Monetary Policy
Tagged Chairman Jay Powell, Interest rates, Monetary Policy
2 Comments
Why is Canadian oil so cheap? – Financial Post
$10 Handle On WCS Wow! Canadian crude traded with a $10 handle! That is frickin’ stunning. Production is stranded and nowhere to go. Can’t use oil tankers for storage as they can’t get it to port. Here’s to wishing we … Continue reading
Posted in Crude Oil, Uncategorized
Tagged Canada, Crude Oil, Financial Post, The Globe And Mail, Western Canadian Select
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Geraldo’s Powerful Rebuke
wow — Geraldo Rivera’s commentary tonight on Fox about the treatment and depiction of migrants is pretty powerful. a must-watch for some against-the-grain perspective pic.twitter.com/yrwIfAg11J — j.d. durkin (@jd_durkin) November 26, 2018
Global Macro Monitor 