Monthly Archives: May 2019

A life of boom and bust: Can Argentina break the cycle?

Posted on May 31, 2019 by macromon

A century ago, Argentina was one of the ten richest countries in the world. But crisis after crisis has earned it the dubious distinction of being the only nation ever to regress to developing country status. With hyperinflation, devaluations and … Continue reading →

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“Oh no no no I’m a tariff man”

Posted on May 31, 2019 by macromon

And I think it’s gonna be a long long time ‘Till tariffs come down again I’m not the man the market thinks I am Oh no no no I’m a tariff man – paraphrasing Rocket Man (starts tonight)   Tariff … Continue reading →

Posted in Trade War, Uncategorized | Tagged , , | 4 Comments

Did Mueller Buy Or Sell President Trump?

Posted on May 29, 2019 by macromon

“And as set forth in the report after that investigation, if we had had confidence that the President clearly did not commit a crime, we would have said so.  We did not, however, make a determination as to whether the … Continue reading →

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International Trade Balance As A Percent Of State GDP

Posted on May 27, 2019 by macromon

Our last post,  Trade As Percent Of State GDP (2018),  which illustrated the openness of each state to international trade normalized by the state’s GDP,  provoked our curiosity about which states run the largest trade deficits with the rest of the world. … Continue reading →

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Trade As Percent Of State GDP (2018)

Posted on May 26, 2019 by macromon

Who would have thunk it? Lousiana (petrol products and soybeans), Kentucky (aircraft), Michigan (auto & parts), Texas (oil),  South Carolina (aircraft & auto),  and Tennessee (medical equipment, aircraft & auto, parts), the states most engaged in international trade (i.e., > … Continue reading →

Posted in Economics, Trade War | Tagged | 1 Comment

Memorial Day Tribute 2019

Posted on May 25, 2019 by macromon

 

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Priceless And Timeless

Posted on May 24, 2019 by macromon

https://twitter.com/bsmile/status/1131725523082797057?s=21

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Will The S&P Hold The Line?

Posted on May 23, 2019 by macromon

Will the S&P hold its May 13th low of this current sell-off at 2801.43? Glad you asked.   The market is currently trading at its low of the day, 5 points above that support level. Tuesday’s Post The stock market took … Continue reading →

Posted in China, Equity, Politics, S&P500, Uncategorized | Tagged , , | 2 Comments

Stress Testing Apple

Posted on May 22, 2019 by macromon

Goldman finally getting around to stress testing Apple as the trade war escalates.  They are out today warning Apple is in a world of hurt if China targets the iPhone maker in the trade war. The U.S.-China trade war could … Continue reading →

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Key S&P Levels

Posted on May 22, 2019 by macromon

It’s been a while since drilling down on the markets.  We have been concentrating on rebuilding our website to deal with the free riders and honing our web scraping coding skills.  Our economic and market analysis has focused on the … Continue reading →

Posted in S&P500, Uncategorized | Tagged | 1 Comment