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Monthly Archives: November 2024
Prof G. Dishes on the Election
This is by far the best analysis of the election we have seen. Professor Scott Galloway of NYU is excellent. Click on the video, and your 7 minutes will be well rewarded. Click here to view the video.
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ROTD: Inflation Chickens Came Home To Roost
ROTD = Requote of the Day Inflation is way too high given extremely easy financial and monetary conditions. There will be blood…the Democrats should begin to worry. – Global Macro Monitor, June 2021
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Global Risk Monitor: Week In Review – November 1
Bearish Bonds Jobs Report Impact: October’s weaker jobs report initially pushed yields down, hinting at possible accelerated Fed rate cuts, before a quick rebound. Political Influence: Anticipated election outcomes, including potential stimulus under a new administration, could reintroduce inflationary pressures, … Continue reading
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Tagged Economy, Federal Reserve, finance, Inflation, Investing
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OQOTD: Tail Risk Delusion
OQOTD: Ominous Quote of the Day By making Mr Trump leader of the free world, Americans would be gambling with the economy, the rule of law and international peace. We cannot quantify the chance that something will go badly wrong: nobody … Continue reading
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Global Macro Monitor 