Monthly Archives: June 2024

No Country For Old Men

Posted on June 30, 2024 by macromon

Wendell:    That’s very linear, Sheriff.Ed Tom Bell:    Well, age will flatten a man. – No Country For Old Men When I was younger, I could remember anything, whether it had happened or not; but my faculties are decaying … Continue reading →

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Global Risk Monitor: Week In Review – June 28

Posted on June 28, 2024 by macromon

Global equity markets exhibited mixed performances this week. European indices showed slight declines, while several Asian markets experienced gains. The S&P500 and Nasdaq were relatively flat, with the Russell 2000 putting in a rare outperformance. Emerging markets showed diverse results, … Continue reading →

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Say it ain’t so, Joe… Enter Gavin

Posted on June 27, 2024 by macromon
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History’s Biggest “Butterfly Effect” Occurred On This Day

Posted on June 27, 2024 by macromon

Originally Posted on June 27, 2017 by macromon The butterfly effect is the concept that small causes can have large effects. Initially, it was used with weather prediction but later the term became a metaphor used in and out of … Continue reading →

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Presidential Economic Scorecard

Posted on June 27, 2024 by macromon

As we prepare for tonight’s debate, let’s take a closer look at the economic scorecard. President Biden has overseen a stronger economy compared to former President Trump, but his tenure has also been marked by significantly higher inflation. Biden inherited … Continue reading →

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King Dollar Drives Yen to 38-year Low

Posted on June 26, 2024 by macromon

The Japanese yen’s dramatic decline underscores the powerful influence of the Federal Reserve on global markets. Japanese authorities find their intervention efforts ineffective as the yen touched a 38-year low against the dollar. The persistent strength of the US dollar, … Continue reading →

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How America Spends vs. How American Spent

Posted on June 25, 2024 by macromon

Over the past fifty years, American household spending has significantly changed due to technological advancements, globalization, and evolving socio-economic factors. Housing costs have dramatically increased, consuming 27% of household budgets today compared to 19% in 1984, fueled by the chronic … Continue reading →

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Do These Trendy Baby Names Ring A Bell?

Posted on June 24, 2024 by macromon

Great piece in the Washington Post today about trendy baby names.  Wattenberg has a theory…she calls her “grand theory” of baby names… In the olden days, Americans shared a monoculture dominated by three broadcast TV networks, no internet and no … Continue reading →

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BFTP: Greatest Arbitrage Ever

Posted on June 22, 2024 by macromon

In the spirit of yesterday’s post, AI’s Impact On Energy Demand, a whimsy repost. Upshot?   One gallon of gasoline = the energy equivalent of 54.7K Big Macs. IBFTP = Blast From The Past Greatest Arb Ever: Cracking Gas into Big Macs … Continue reading →

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Global Risk Monitor: Week In Review – June 21

Posted on June 21, 2024 by macromon

The global markets experienced mixed results for the week. Equity markets mostly rose, led by a rebound in European shares and Brazil, while bond yields exhibited slight increases. Currencies saw the dollar index strengthening slightly, with mixed movements among major … Continue reading →

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