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Author Archives: macromon
Global Risk Monitor: Week in Review – Feb 13
Sorry, no commentary this week. Stay tuned!
Posted in Uncategorized
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Global Risk Monitor: Week in Review – Feb 6
The week ending February 6 was defined by rising internal stress beneath still-resilient headline equity levels, with sharp dispersion across asset classes and regions. U.S. equities experienced notable volatility, with the S&P 500 briefly touching record highs early in the … Continue reading
Two Interesting Charts: Tariffs & Job Openings
Wells Fargo published a pair of charts this week that appear to tell very different stories. On the one hand, higher tariffs are being promoted as a catalyst for job creation. On the other, job openings continue to slide meaningfully. … Continue reading
Posted in Uncategorized
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Global Risk Monitor: Week in Review – Jan 30
Global markets ended the week with rising internal stress beneath still-resilient headline equity levels, setting up a fragile start to the new week. While U.S. equities held modest January gains, risk signals deteriorated meaningfully late in the week, culminating in … Continue reading
Global Risk Monitor: Week in Review – Jan 23
This week’s global financial landscape was characterized by intense volatility and a continued and significant rotation across asset classes. A prominent trend is the marked shift toward small-cap stocks, as investors move away from the high-valuation mega-cap technology sector that … Continue reading
The Best MLK Weekend Of All-Time
In celebration of MLK Weekend, we are reposting a repost of a repost of post in honor of Dr. King, one of our most outstanding Americans, a true patriot, and a modern-day saint. Hard to believe it’s been thirty years. … Continue reading
Posted in Politics, Uncategorized
Tagged civil-rights, Ebenezer Baptist Church, History, King Center, life, Martin Luther King, MLK, mlk-day, News, Politics
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Global Risk Monitor: Week in Review – Jan 16
January market action reflects a clear rotation away from narrow mega-cap leadership toward broader equity participation, a shift that is both cyclical and allocational in nature. Small-cap stocks have emerged as standout performers, with the Russell 2000 and S&P MidCap … Continue reading
Back to Yalta: A Great Power Carve Up 2.0
After this morning’s events in Caracas, a repost of last year’s piece feels not only appropriate, but unavoidable. What once looked like a theoretical great-power contest is now playing out in real time, across real countries, with real consequences. If … Continue reading
Global Macro Monitor 