-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,220 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Monthly Archives: July 2024
Monetary Policy Is Not Tight
The Chicago Fed’s National Financial Conditions Index (NFCI) is significantly easier than when the Fed started the tightening cycle in March 2022 (see the chart below). As the market ramps up based on the expectation of a September rate, financial … Continue reading
Posted in Uncategorized
Leave a comment
Mr. Softee Gets Lost in the Cloud
Microsoft (MSFT) reported its fiscal fourth-quarter earnings, surpassing Wall Street’s expectations on EPS and revenue but falling short of cloud revenue forecasts, notably in its Intelligent Cloud segment. Despite this, overall revenue increased by 15% yearly, with Intelligent Cloud revenue … Continue reading
Olympic Gold Diggers
“Gold medals aren’t really made of gold. They’re made of sweat, determination, and a hard-to-find alloy called guts.” — Dan Gable Awesome graphic from the Visual Capitalist. This year, 10,500 athletes will compete across 329 events to billions of viewers … Continue reading
German Economy: From Powerhouse to the Punk House
“We can no longer invest in the old, fossil-fuel technology and we don’t yet know in which new technology to invest.” – Martin Gorning, GIER Germany’s inability to generate meaningful growth is casting a shadow over the long-term prospects for the … Continue reading
Posted in Uncategorized
1 Comment
Sovereign Distress
…reforms have also augmented fiscal strength and lowered the risk of default. The number of countries with bonds trading at distressed levels had subsequently halved in the space of a year, according to data compiled by Bloomberg. – Bloomberg
Posted in Uncategorized
Leave a comment
Japan’s Childless Cat Ladies
JD is out of touch…with the world. We are effectively run…by a bunch of childless cat ladies who are miserable – JD Vance This fertility slump is in many ways the most remarkable trend of our era. – Bloomberg Up … Continue reading
Global Risk Monitor: Week In Review – July 26
Posted in Uncategorized
Tagged Bitcoin, bonds, Commodities, Currencies, global stocks, Interest rates
Leave a comment
GDP Comes In Hot
The US economy grew faster than expected last quarter, with GDP rising at a 2.8% annualized rate compared to 1.4% in the previous quarter. This growth was driven by strong consumer demand and business investment, including an outsized increase in … Continue reading
Posted in Uncategorized
Leave a comment
Global Macro Monitor 