Monthly Archives: April 2019

POTUS’ Morning Economic Briefing

Posted on April 5, 2019 by macromon

After Trump’s comments on the Fed this morning. calling for more quantitative easing this clip from Being There, one of the greatest movies ever is now more real than fiction.   The real Chauncey may soon have some solid intellectual back-up if POTUS can … Continue reading →

Posted in Economics, Uncategorized | Tagged , | 1 Comment

QOTD: Go Josh!

Posted on April 4, 2019 by macromon

QOTD:  Quote of the Day https://twitter.com/reformedbroker/status/1113784568421736449?s=12

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BFTP: The Biggest Risk At The Fed

Posted on April 3, 2019 by macromon

BFTP = Blast From The Past It’s now been more than a year since this post.   We can’t take a victory lap on such nonsense but we will say, “we told you so.”   The consequences are gonna be … Continue reading →

Posted in Fed, Monetary Policy, Uncategorized | Tagged , , , | 1 Comment

COTD: Absurdly Correlated Markets

Posted on April 2, 2019 by macromon

COTD = Chart of the Day W-T-F? We get that if Trump closes the southern border, the U.S only has three weeks supply of guacamole but…come on, man!   As they say, “correlation is not causation” or is it? Do … Continue reading →

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Les misérables économies

Posted on April 2, 2019 by macromon

https://twitter.com/jesuscasique1/status/1112874597576294402?s=12  

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Second Brexit Referendum On The Horizon

Posted on April 2, 2019 by macromon

The British Parliament is inching ever so closer to a “People’s Vote,” a second referendum on the UK leaving the European Union.   We have never wavered and were way out in front of this issue, BREXIT ain’ gonna happen.  The … Continue reading →

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Is this the future of health? | The Economist

Posted on April 2, 2019 by macromon

Artificial intelligence is already shaping the world, from driverless cars to dating. But according to Dr Eric Topol, a pioneer in digital medicine, perhaps its greatest impact will be on people’s health. Click here to subscribe to The Economist on … Continue reading →

Posted in Automation, Technology, Uncategorized | Tagged , , | Leave a comment

The Power & Paranoia Of Redaction

Posted on April 1, 2019 by macromon

Grab your popcorn and strap yourself in, folks,  for the coming political donnybrook over the full release of an unredacted version of the Mueller Report.   Me thinks it will be kicked up to the Supremes to decide. The above is exactly … Continue reading →

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Beware Of Retrofitting Fundamentals To Price Action

Posted on April 1, 2019 by macromon

See our post, Newton’s Q1 Law Of Motion For The S&P,  by clicking here   The past few weeks were a classic exercise in how markets tend to “retrofit” price action to their expectations of economic fundamentals and illustrates the … Continue reading →

Posted in Bonds, Charts, Uncategorized | Tagged , | 2 Comments