Monthly Archives: June 2025

America’s Trade Deficit by Product

Posted on June 13, 2025 by macromon

Great graphic from the Visual Capitalist.   If the U.S.’s trade deficit were a warehouse of items, what would it look like?  

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Yachts and Tent Cities: How Globalization Helped Fuel Wealth and Backlash

Posted on June 12, 2025 by macromon

The juxtaposition is stark. As Bloomberg reports Wall Street is pouring billions into marinas for ever-larger yachts, the BBC reminds us that U.S. homelessness reached a record high in 2024. Winners and Losers of Free Trade This contrast, in part, … Continue reading →

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Sputnik to Starlink: The Crowded Frontier 

Posted on June 11, 2025 by macromon
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Seriously, They Call It A What?

Posted on June 10, 2025 by macromon

“Classic ‘bait and stitch.’ Yes—stitch.”  So Potemkin! “The two largest economies in the world have reached a handshake for a framework,” Commerce Secretary Howard Lutnick said. “We’re going to start to implement that framework upon the approval of President Trump, and … Continue reading →

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China Trade Deal? Where’s the Beef?

Posted on June 10, 2025 by macromon

What the heck?  Looks like a big nothing burger to us.   Seat belts.  US commerce secretary Howard Lutnick said American and Chinese negotiators had agreed a framework deal to restore a truce in their trade war after marathon negotiations in … Continue reading →

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Shenzhen to Scottsdale: Inside the Surge of Global Wealth Hub

Posted on June 10, 2025 by macromon

Great graphic from the Visual Capitalist ranking cities with the fastest-growing millionaire populations from 2014 to 2024. Shenzhen Tech Boom Shenzhen, home to industry leaders such as Huawei, Tencent, and DJI, has rapidly emerged as a global hub for technology … Continue reading →

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Japan’s Demographic Crisis Reaches Tipping Point

Posted on June 9, 2025 by macromon
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From Opium to Chips: The Long War Behind Trade Wars

Posted on June 7, 2025 by macromon

This one’s a must-view, folks. Not just because it’s smart and informative (it is), but because if you want to understand where this global trade war is headed, you need to understand where we’ve been.  We’ve been here before, same … Continue reading →

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Global Macro Monitor: Weekly Update – June 6

Posted on June 7, 2025 by macromon

The S&P 500 closed at 6000.4 on Friday, marking a significant psychological level with a 1.5% weekly gain. The strong performance was primarily driven by a short-covering bid, which reflects some big players are way offside, in our opinion.  The … Continue reading →

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Economics of Artificial Intelligence

Posted on June 3, 2025 by macromon
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