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Yearly Archives: 2022
Trick Or Treat: Candy Inflation Rages
I’m glad my daughters are all grown up. No doubt kids will be disappointed this Halloween as they empty their candy bags after a night of trick or treating and find their packages of M&Ms have shrunk precipitously, from around … Continue reading
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Friday CK Chart Fest – October 21st
U.S. FY2022 Budget Deficit Cut In Half Interest Payments On National Debt Spiking U.S. 10-Year Bond Yields German 10-Year Yield At Decade High Euro Sovereign Spreads Euro Sovereign Debt Levels Latin Central Banks Lead Tightening Cycle Peak Semiconductor Lead Times? … Continue reading
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Why Generalists Now Beat Specialists | Big Think
Must view, folks. So apropos to trading and investing, where one must be, all in one, an economist, financial analyst, historian, mathematician, political scientist, sociologist, futurist, and old testament prophet.
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Black Monday, 1987: Inside The U.S. Treasury
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
King Shekel: The Only Currency Up Against the $ In The Past 10 Years
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Foreign CenBanks Continue To Sell Treasury Securities
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
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Friday CK Chart Fest – October 14th
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
QOTD: Argentina-esque Inflation
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
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Global Macro Monitor 