Yearly Archives: 2018

EM – The Indicator Species Of Tighter Global Money?

Posted on May 30, 2018 by macromon

Interesting discussion on EM last week on Bloomberg TV. See our comment yesterday on EM as one of the indicators species of tight global monetary policy.

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Swan Lake – May 29

Posted on May 29, 2018 by macromon

We have been warning over the past few weeks that the macro swans have been gathering.  See here, here, and here. Swan Watch The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity … Continue reading →

Posted in Black Swan Watch, Bonds, Eurozone Sovereign Spreads, Uncategorized | Tagged , | 7 Comments

QOTD: Napoleon

Posted on May 28, 2018 by macromon

(QOTD = Quote of the Day)

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Europe Has A Big Problem

Posted on May 28, 2018 by macromon

Italy’s president, Sergio Mattarella,  named Carlo Cottarelli, prime minister as the attempt to form a left-right populist coalition government fell apart after Mattarella’s veto of Eurosceptic economist, Paolo Savona as finance minister.    An extraordinary development almost tantamount to the Queen … Continue reading →

Posted in Bonds, Euro, Eurozone Sovereign Spreads, Italian Yields, Uncategorized | Tagged , , , , | 32 Comments

A World Awash In Sovereign Debt

Posted on May 28, 2018 by macromon

    Source:  World Economic Forum (WEF) If you add up all the money that national governments have borrowed, it tallies to a hefty $63 trillion.  – WEF  

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Never Forget & Stop Thanking Them…

Posted on May 27, 2018 by macromon

  Hat Tip: John P. Erwin  

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Going Back To Houston!

Posted on May 27, 2018 by macromon

and here’s why: As the late, great Champ said never bet against Klay! Never put your money against Cassius Clay, for you will never have a lucky day.  – Muhammad Ali   P.S…  For all the x/ baby boomers, that … Continue reading →

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Tweet of the Day: Prophecy In The Comic Strips

Posted on May 26, 2018 by macromon

Amazing… A comic from the 50s 😀 pic.twitter.com/X3nP8rbROB — Daniel Lacalle (@dlacalle_IA) May 26, 2018

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Week In Review – May 25

Posted on May 26, 2018 by macromon

Summary The S&P500 is trapped in a 2-week trading range between 2707 to 2742. Of note, 2742.92 is the 61.8 Fibo in the correction, 2702.78 the 50 percent level Fibo.  The 100-day moving average is also support at 2710.86.  Watch … Continue reading →

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Sector ETF Performance – May 25

Posted on May 26, 2018 by macromon

 

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