Monthly Archives: March 2019

On This Day In History – March 5

Posted on March 5, 2019 by macromon

Birthdays 1898 Zhou Enlai, Premier of the People’s Republic of China, born in Huai’an, China (d. 1976) 1918 James Tobin, American economist, Nobel laureate (d. 2002) 1934 Daniel Kahneman, Israeli economist and Nobel laureate (2002), born in Tel Aviv, Israel Events … Continue reading →

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A Note From A GMM Reader…

Posted on March 4, 2019 by macromon

Passing on a note (email) we just received from a Global Macro Monitor (GMM) reader, who is vacationing on the beach in Mexico.   By the way, he is not a free rider.  He made a nice contribution to GMM (see … Continue reading →

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Why Corporate America Is Debt Dieting After Binge – Bloomberg

Posted on March 4, 2019 by macromon

Mar.04 — Peter Tchir, head of macro strategy at Academy Securities, and Bloomberg’s Molly Smith discuss the impact of corporate debt on bond ratings and equity markets. They speak with Bloomberg’s Jonathan Ferro on “Bloomberg Markets: The Open.”  – Bloomberg … Continue reading →

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S&P Worth A Scalp To The Upside

Posted on March 4, 2019 by macromon

This looks like a short-term overreach by profit takers in the S&P.  Buying some at 2771-ish with a stop at 20-day – i.e, 2760 cash — for a quick scalp for the day.   A small headline about pushback in China on … Continue reading →

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On This Day In History: Opium War II Officially Begins

Posted on March 3, 2019 by macromon

March 3, 1857 – France and the United Kingdom declare war on China Opium Wars CHINESE HISTORY Opium Wars, two armed conflicts in China in the mid-19th century between the forces of Western countries and of the Qing dynasty, which ruled China from 1644 … Continue reading →

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Week In Review – March 1

Posted on March 3, 2019 by macromon

Summary Euro periphery spreads continue to come in U.S. 10-year yield 10 bps higher German bund 8 bps higher U.S. curve 4 bps steeper on the week U.S. credit continues to rally. Watch this space EM FX x/Asia weaker led … Continue reading →

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Gotta Get Me One!

Posted on March 2, 2019 by macromon

We're making the experience of personal flying accessible to everyone – so simple and safe it doesn't even require a pilot's license. Join our waitlist to fly in your city starting in 2019: https://t.co/bdtK2o26xm. "LIFT Aircraft's Hexa may be your … Continue reading →

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Brexit: what would a second referendum look like? | The Economist

Posted on March 2, 2019 by macromon

Getting closer to the inevitable, IMHO.  Labor is buying in. Oh yes, you did hear it here (well, we pounded – pun intended – the table) first. We still think cable trades to 1.35 into an announcement, then some big … Continue reading →

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Tweet el Xi and Tweet el Jung?

Posted on March 2, 2019 by macromon

We are a bit confused about last night’s POTUS tweet asking China to remove tariffs immediately on agricultural products.   We know the president is under tremendous pressure from farmers who are losing their arse and their farms in his trade … Continue reading →

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Global Risk Monitor – March 1

Posted on March 2, 2019 by macromon
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