Yearly Archives: 2018

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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Near collision between US and Chinese warships – SCMP

Posted on November 5, 2018 by macromon

Never-before-seen footage: A near collision between a Chinese and a US warship in the South China Sea. Read more: https://www.scmp.com/week-asia/geopol…

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Germany’s “Sneaky Left Hook”

Posted on November 5, 2018 by macromon

Interesting feedback from a GMM reader about our recent post on the silent rise of Germany’s Green Party,  As Everyone Looks Right, Germany Is Swinging Left, “That is interesting. This article alone makes my subscription worth it. Not a WORD of this … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged , , | 5 Comments

How voters in Germany turned against Angela Merkel – FT

Posted on November 5, 2018 by macromon
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It Could Never Happen Here…But It Is

Posted on November 4, 2018 by macromon

Fareed nails it this morning.   Wake up, AmeriKA! If the country doesn’t repudiate this on Tuesday, the country and the world goes much darker and is in deep, deep doo-doo. Soros is the perfect bogeyman for conspiracy theorists. He is … Continue reading →

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As Everyone Looks Right, Germany Is Swinging Left

Posted on November 3, 2018 by macromon

This is stunning and a shocker. The support for Germany’s Green Party has doubled since the beginning of the year, while the right-wing Alternative for Germany (AfD), after peaking in the summer, is right back where it was.   The AfD, … Continue reading →

Posted in Euro, Germany, Uncategorized | Tagged , | 1 Comment