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Monthly Archives: September 2019
Be Skeptics Of Macro Data In The Two-Speed Economy
Dig deeper, folks. Our good friend, David Jones, sent the following IBD piece over this evening. If you been following GMM over the past week, you know we are knee-deep in the Federal Reserve’s distribution of wealth data (see our … Continue reading
Posted in Economics, Uncategorized
Tagged Income distribution, Stats, Wealth Distribution
6 Comments
“Deals Galore” Coming This Fall
D Looks like the “Fab Four” – China, North Korea, Iran, and the Taliban — are queuing up just as we wrote about earlier this week, Deals Galore? We also wonder if the Administration is on the verge of a … Continue reading
Fast And Furious In The Global Bond Market
Ugly price action in the global bond markets. That was fast! What the yield curve does signal, at least to us, is that there is a massive global bond bubble and that central banks have lost control of their curves, which kind … Continue reading
Posted in Uncategorized
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Better Than Bitcoin
TMOAB = The Mother Of All Bubbles – Rather than pay Germany to hold their money, some lenders have flocked to Austria’s “century bond”, which yields 0.9% – If the ultra-long-term market rate fell by 1.1 percentage points, the bond’s … Continue reading
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Our Favorite Chart: Core CPI
“Inflation is taxation without legislation” – Milton Friedman How’s that deflation meme working for you? Core CPI’s Cup and Handle Pattern Back in the day, I would be buying that chart hand over fist if it were a stock, bond, … Continue reading
Roll back: The Verb China Is Looking For
Roll back is the verb China is looking for. Mr. Market is all lathered up this morning on the following report, Source: @FerroTV Not so fast. A senior White House official said the U.S. is “absolutely not” considering an interim … Continue reading
My 9/11 Story — The Day History Changed
Repost Posted on September 11, 2018 It was early August 2001 when I asked my wife if we should fly into Washington, D.C. a few days early before my best friend’s wedding. He was planning to marry his sweetheart on … Continue reading
Household Leverage Ratios By Wealth Distribution
We are just starting play with the wealth distribution data and will have much more coming your way. What we have seen so far is shocking. The distribution of wealth has deteriorated significantly over the past 20 years and is … Continue reading
Posted in Uncategorized
27 Comments
Tariff Nation
“I hereby order Fed Chairman Jerome Powell to cut interest rates to fix this chart, which is responsible for tanking the global economy” — Tariff Boy Source: Stratfor
Posted in Uncategorized
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The internet’s second revolution | The Economist
The second half of humanity is joining the internet. People in countries like India will change the internet, and it will change them. Read more from The Economist here: https://econ.st/2zVWeQQ Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy
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Global Macro Monitor 