Monthly Archives: April 2020

The Macroeconomy and COVID-19

Posted on April 17, 2020 by macromon

Here’s some homework and learning material for the weekend from the Centre for the Study of Financial Innovation. I haven’t watched the video in full but George Magnus, who I worked with at UBS, is always a must listen and … Continue reading →

Posted in Coronavirus, Economics, Uncategorized | Tagged , , | Leave a comment

Fifth Order Effect Of The COVID Crisis

Posted on April 16, 2020 by macromon

Markets are having a very difficult time multi-tasking during this crisis. Getting all lathered up about seeing through the first-order existential threat of survival and death — we are very grateful the curves are starting to turn — and not … Continue reading →

Posted in Uncategorized | 5 Comments

Did You See Jackie Robinson Hit That Ball?

Posted on April 16, 2020 by macromon

This one is for CK, a moral trailblazer in her own right and knows how to play and has a great long-game. We can’t emphasize enough what a Great American Jackie Robinson and moral trailblazer #42 was. Did you know … Continue reading →

Posted in Sports, Uncategorized | Tagged , | Leave a comment

Jackie And The New American Hero

Posted on April 15, 2020 by macromon

Never forget #42. #OnThisDay in 1947, Jackie Robinson broke the @MLB color barrier. Read more about the legend’s impact, how the stadium bearing his name and the bronze statue in honor of the Brooklyn Dodger came to be at @UCLA … Continue reading →

Posted in Uncategorized | 1 Comment

IMF Growth Projections

Posted on April 14, 2020 by macromon
Posted in Economics, Uncategorized | Tagged | Leave a comment

More Adventures In Bad Government That Could Kill Americans

Posted on April 14, 2020 by macromon

The cut in funding to the W.H.O. doesn’t surprise us. Does the gaslighting, blame game, attacks on globalism, and the political pettiness ever stop? Chief Of Staff It might help, by the way, if the new Chief of Staff, Mark … Continue reading →

Posted in Commodities, Uncategorized | Tagged , , | 2 Comments

How Coronavirus Broke the Global Economy – Bloomberg

Posted on April 14, 2020 by macromon

Bloomberg’s Stephanie Flanders speaks to U.S. economist Adam Posen and asks how governments and economists have measured up to the challenge of the coronavirus. Like this video? Subscribe to Bloomberg on YouTube: http://www.youtube.com/Bloomberg?sub_…

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

More Projections Trump Loses His Reelection Bid

Posted on April 14, 2020 by macromon

I came across the following analysis and Tweet from Plural Vote today. Plural Vote is an independent, non-partisan, data-driven news site, run by Sean Le Van. We statistically analyze elections, current events, policy decisions, and legislation in order to get … Continue reading →

Posted in Politics, Uncategorized | Tagged | 1 Comment

How The Crisis Has Changed Consumer Spending

Posted on April 13, 2020 by macromon

  “This is the sharpest decline in consumer spending that we have ever seen,” said Luke Tilley, chief economist at Wilmington Trust. All of the charts in this article are based on a New York Times analysis of data from … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

Prepare For The Senate To Flip

Posted on April 13, 2020 by macromon

We think it will, and in a big way — 55 Blue Senate seats on January 1st is our prediction. Political Bets Granted 204 days to election day is an eternity in politics but we layout our analysis in the … Continue reading →

Posted in Politics, Uncategorized | Tagged | 15 Comments