-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,218 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
Author Archives: macromon
HOTD: Back to Liberation Day?
HOTD = Headline of the Day As we suspected in yesterday’s Global Risk Monitor, recent developments confirm a deteriorating trajectory in U.S. trade negotiations. Today’s Financial Times headline underscores the hardening U.S. stance, signaling heightened tariff risks for non-cooperative trade … Continue reading
Global Risk Monitor: Weekly Update – May 16
Financial markets continued to rebound this week, buoyed by temporary trade de-escalations and looser financial conditions. However, beneath the surface of this rally lies a landscape of historically elevated valuations and persistent uncertainty. Market participants should temper optimism, as the … Continue reading
Global PMI: Growth at 17-month Low
Key Takeaways: Global economic growth slowed in April 2025, with the Composite PMI falling to 50.8—its lowest in 17 months and below the long-term average. Service sector expansion weakened significantly, while manufacturing remained tepid with only slight growth in consumer … Continue reading
Summers on Trump, Tariffs, and Threats to the Economy
This is a long interview, but an excellent one. It’s worth your time.
Posted in Uncategorized
Leave a comment
Global Risk Monitor: Weekly Update – May 2
This week, global equities extended their recovery, buoyed by rising optimism over potential U.S.–China trade negotiations. Though no formal talks or trade agreements have been signed and most tariffs remain in place—including broad-based global levies—markets responded positively to U.S. administration … Continue reading
S&P 500 Key Levels – April 30
Equity markets extended their rebound today, bouncing smartly from a sharp early morning sell-off. The S&P 500 closed at its highest level since the recent correction, marking a notable shift in sentiment. Based on where futures are trading this evening, … Continue reading
Posted in Uncategorized
1 Comment
Tariffing Santa Claus?
Struggling families may find they can’t afford presents this Christmas — or worse, they may face empty shelves altogether — thanks to Trump’s tariff policies. And really, what’s the point? It’s hard to imagine a sudden surge of American elves … Continue reading
Posted in Uncategorized
3 Comments
Global Risk Monitor: Weekly Update – April 25
Global markets staged an impressive rebound this week, fueled by growing optimism that trade tensions between the United States and China may soon ease and that some bilateral trade deals are imminent. Investors eagerly latched onto comments from U.S. Treasury … Continue reading
QOTD: The Fog & Confusion of a Trade War
QOTD: Quote of the Day What does this administration exactly want? Do they want a new trade deal? Do they want tariffs? We just don’t know,” – Eelco Heinen, finance minister of the Netherlands.
Posted in Uncategorized
Leave a comment
Global Macro Monitor 