Yearly Archives: 2020

Potential Next Steps In The Coronavirus Crisis

Posted on March 10, 2020 by macromon

Washinton state lays out the next potential steps ” as its public-health officials are “at the ready” to order involuntary isolation and quarantines and are considering cancellation of major public events. Patty Hayes, director of Public Health — Seattle & … Continue reading →

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Trump’s Presser Turns S&P Futures

Posted on March 9, 2020 by macromon

The S&P futures contract has turned up after President Trump’s press conference, which he laid out an economic relief plan, including payroll tax cuts. The contract has moved in almost a 100 point range or 3.5 percent in the 90 … Continue reading →

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Prediction Markets Begin To Price Blue Wave And Female VEEP

Posted on March 9, 2020 by macromon

Big moves on PredictIt in the past week and starting to price a Blue Wave in the November election. The Democratic House & Senate contract is up almost 70 percent since March 1 after Montana Gov. Steve Bullock (D) put … Continue reading →

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What Every Market Player Should Now Be Contemplating

Posted on March 8, 2020 by macromon

Can the U.S. government finance its $1.2 trillion plus annual deficits with an entire yield curve at less than 1 percent?   We seriously doubt it and the Fed is going to have to step-up big time with QE, non-QE, … Continue reading →

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Congress Considering Shutting Down?

Posted on March 8, 2020 by macromon

One branch of the federal government tells us to buy the dip as the coronavirus is contained and is a hoax hyped by the Democrats while another branch is considering measures to protect itself, including shutting down.   Not exactly a … Continue reading →

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Markets Having A Jackie Moon Moment

Posted on March 8, 2020 by macromon

Everybody panic!  It’s just like the Titanic but its full of bears! – Jackie Moon The global markets are having their first real Jackie Moon moment of this downturn.  We suspect many more to come. What happens when they realize … Continue reading →

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Exponential Growth 101

Posted on March 8, 2020 by macromon

I had a stunning conversation last night with a very good friend that went something like this: It’s just the flu, bro.  You are glued to the fake news on CNN  He is a restaurateur and I was trying to … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , | 1 Comment

Deflationistas About To Go Apeshit Over The Collapse Of Oil Prices

Posted on March 7, 2020 by macromon

The Saudi-Russian Oil War is going to set the deflationistas hair on fire.  What is wrong with the relative price of oil collapsing? A big flop in the price of a headline commodity almost always brings out a deflation panic.  … Continue reading →

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Stages Of A Pandemic: Denial, Panic, Fear, and Rationality

Posted on March 7, 2020 by macromon

We’ve been accused of panicking. It just ain’t so, Joe, as our M.O. is to try and panic before everyone else. What will be the big negative shock that shakes the tree loose?   Your guess is as good as ours … Continue reading →

Posted in Economics, Equity, Uncategorized | Tagged , | 4 Comments

At The Tipping Point, Mr. Market Looking For Strong Leadership

Posted on March 5, 2020 by macromon

It feels like the country is right at the tipping point of full blown panic. Closer to home, Keysight Technologies, the county’s third-largest employer with about 1,500 workers, Thursday said it was closing indefinitely its Santa Rosa campus over worries … Continue reading →

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