Monthly Archives: January 2019

Week In Review – January 11

Posted on January 13, 2019 by macromon

Summary EM bookends in local currency yields. Turkey in 33 bps, Mexico out 17 bps US 10-year yields out 3 bps. Some squishy auctions last week U.S. corporate credit in yuuuge Euro periphery tighter EM FX continues to recover Dollar … Continue reading →

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Our JFK-Trump S&P Analog Lives!

Posted on January 13, 2019 by macromon

Wow!  In the words of Zero Hedge,  “bizarro.” Zero Hedge, who has some very smart Tylers and are always kind enough to post many of our pieces, is out with a post yesterday, JFK vs Trump: The Most Bizarre S&P Analog … Continue reading →

Posted in Equities, Uncategorized | Tagged , | 1 Comment

Sector ETF Performance – January 11

Posted on January 12, 2019 by macromon

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Global Risk Monitor – January 11

Posted on January 12, 2019 by macromon

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Inside China’s Future Factory

Posted on January 12, 2019 by macromon

Over the past 40 years, the fishing village of Shenzhen has been reborn as a futuristic metropolis bursting with factories. Bloomberg Businessweek’s Ashlee Vance travels to the heart of China’s tech revolution to witness this new reality firsthand, as part … Continue reading →

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Greenspan Cribbed “Irrational Exuberance” From Robert Shiller

Posted on January 12, 2019 by macromon

Just cleaning up some old posts and thought you would find this one interesting. I have always been a big fan of the Yale prof, Robert Shiller, even before his Nobel Prize.  During my Wall Street days, a Yale professor … Continue reading →

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Ten Good Weekend Reads

Posted on January 11, 2019 by macromon

  Volatility: how ‘algos’ changed the rhythm of the market – FT Shelter From the Storm in 2019, Barry Eichengreen – Project Syndicate Seoul bears bad news for the globe – Nikkei Asian Review As China’s economy gets the chills, … Continue reading →

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File Under: You Heard It Here First!

Posted on January 11, 2019 by macromon

See here and here. #UK hedge fund maganger Odey says he's betting on the pound to rise, predicting #Brexit won't happen: Crispin Odey manages Odey Asset management and he's putting his money on the UK not leaving the EU, according … Continue reading →

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Hmmmm…

Posted on January 10, 2019 by macromon

I’m focused on the picture in the People’s Daily tweet.  Are those what I think they are? China has been keeping its promises to uphold environmental protection since the first global commitment in 1972. Over 40 years gone by since … Continue reading →

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S&P500 Key Levels

Posted on January 10, 2019 by macromon

Nice price action today generating an outside day, which the textbooks tell us is a confirmation and continuation of the recent move.  No fight here. Nevertheless, moving into the zone of heavy resistance as the S&P crosses 2600 and the … Continue reading →

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