Monthly Archives: October 2022

Black Monday, 1987: Inside The U.S. Treasury

Posted on October 19, 2022 by macromon

Whoops, should have reposted this last night.  Better late than never.  Didn’t hear one mention in the FinMedia about today being the 35th year anniversary of the Great Crash of 1987 Originally Posted October 19, 2020 By Liam McPherson The … Continue reading →

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King Shekel: The Only Currency Up Against the $ In The Past 10 Years

Posted on October 19, 2022 by macromon
Posted in Uncategorized | 1 Comment

Foreign CenBanks Continue To Sell Treasury Securities

Posted on October 18, 2022 by macromon

As we suspected in our last post on this subject,  We also have no doubt Japan’s holdings are down from the latest observation in July. – GMM,  Sep 29th Japan, the country (data is aggregated), sold $34.5 billion of its … Continue reading →

Posted in Capital Flows, China, Sovereign Debt | Leave a comment

The Two Futures Of Crypro | Big Think

Posted on October 16, 2022 by macromon
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Friday CK Chart Fest – October 14th

Posted on October 13, 2022 by macromon

Inflation Remains Elevated Producer Prices Bounce Back Pepsico’s Inflation Driven Revenue Growth   Auto CapX In The U.S. Largest On Record Taiwan Semi Cuts Q4 CapX Estimates & Inventories Intel’s Wild Ride Mortgage Refinancing Bear Market Global Fiscal Balances  Social … Continue reading →

Posted in Charts | 1 Comment

QOTD: Argentina-esque Inflation

Posted on October 12, 2022 by macromon

QOTD: Quote of the Day Though not the norm in the U.S., this is the type of inflation I saw in Argentina in the late 1980s for almost all goods and services and is unlikely to be the convention here … Continue reading →

Posted in Uncategorized | 4 Comments

Treasury Market: Factor Update

Posted on October 10, 2022 by macromon

We have updated the data we promised in our recent post of a repost, Where The Next Financial Crisis Begins. Our narrative for why the Treasury market is convulsing with a lack of liquidity is that the largest buyers of … Continue reading →

Posted in Uncategorized | 1 Comment

Friday CK Chart Fest – October 7th

Posted on October 8, 2022 by macromon

Continued Strength U.S. Labor Market Global Growth Projections Credit Party Is Over Korea’s Power Generation  Stepping On The Gas Inflation Chips Dip Conservative Mrs. Watanable

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Nonlinear Thinking: Surfing Wave Energy

Posted on October 6, 2022 by macromon
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Where The Next Financial Crisis Begins

Posted on October 6, 2022 by macromon

Our good friend, King David, just forwarded this Bloomberg headline to remind us of a post we made back in 2018, which we have reposted below.  Maybe, or maybe not, but you should have the following analysis in your quiver, … Continue reading →

Posted in Black Swan Watch, ECB, Fed, Uncategorized | Tagged , , | 1 Comment