Author Archives: macromon

Global Risk Monitor: Week in Review – June 19

Posted on June 20, 2026 by macromon

Markets Navigate a Hawkish Fed Surprise as Asia Surges on AI Wave Week Ending June 19, 2026 Markets delivered a split verdict this week — a resurgent Asia riding the AI/semiconductor wave higher, while Wall Street grappled with a Fed … Continue reading →

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Global Risk Monitor: Week in Review – June 12

Posted on June 14, 2026 by macromon
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China’s EV Surge: A Tipping Point With Global Economic Ramifications

Posted on June 10, 2026 by macromon

Five Key Facts: China’s electric vehicle market is approaching a structural threshold that international economists and portfolio managers should be watching closely. BYD Executive VP Stella Li recently told CNBC that China’s EV penetration could “very quickly” approach 80% of … Continue reading →

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The Story of Money: Why Nixon Ditched the Global Monetary System | FT

Posted on June 10, 2026 by macromon
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Global Risk Monitor: Week in Review – June 5

Posted on June 7, 2026 by macromon

Markets in Motion: A Week of Reckoning Global markets delivered a sobering reminder last week that sentiment can shift fast — and that the era of easy money remains firmly in the rearview mirror. The sharpest single blow landed on … Continue reading →

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Pain at the Pump, Plate, and Plane: Breaking Down 2026’s Price Spikes

Posted on June 6, 2026 by macromon
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D-Day’s Must-View Movie: Pressure

Posted on June 6, 2026 by macromon

The success of D-Day, 1944 (originally planned for June 5th) came down to a weatherman getting it right. Ode to the Weatherman “When I’m right, no one remembers; When I’m wrong, no one forgets.”

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Light ‘Em Up, Knicks!

Posted on June 6, 2026 by macromon
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Of Course There’s No Inflation

Posted on June 3, 2026 by macromon

Classic stock market wealth effect. I’d bet the family jewels that if the S&P 500 was, say at 5,000, ticket prices would be one third of these prices. I am conflicted. Big Knicks fan during my Wall Street days during … Continue reading →

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The Medicaid Surge: Economic Drivers, the Unwinding, and the OBBBA Retrenchment

Posted on May 26, 2026 by macromon

Ten Key Takeaways: Our analysis in our recent post, “America’s Fiscal Mirage: Tariff Sugar Rush, Structural Hangover,” highlights that while recent deficit figures may appear to show a very slight improvement, they mask a deeper, persistent fiscal fragility driven by … Continue reading →

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