Author Archives: macromon

Viva Free Trade: How Tariffs Make Us Poorer

Great video, must view.

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HOTD: Not So Fast

HOTD = Headline of the Day Click here to view the SCMP article. 

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Are Trade Deficits Bad?

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The Anatomy of a Bond and Currency Crisis

It was the autumn of 1996 when I arrived in Sofia, Bulgaria.  I was working for a major Wall Street investment bank and had a clear and urgent mission to assess the sustainability of Bulgaria’s sovereign debt. The atmosphere in … Continue reading

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QOTD: “Ejectoral” College Is Voting

QOTD = Quote of the Day A currency is only as good as the government that backs it. – Economist  Chart Source: Barchart.com

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Amazon’s China Exposure

As the single largest player in the ecommerce industry, Amazon generates between 10% and 15% of global online sales. In its home market, the US ecommerce giant makes up to 40% of total ecommerce sales and generates the highest revenue … Continue reading

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POTD: Tariff Rhymes

POTD = Picture of the Day Source: FT

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Global Risk Monitor: Weekly Update – April 18

Happy Easter, folks! The Trump administration’s tariff strategy continues to function less as a deliberate trade policy and more as a volatile, reactionary experiment. Markets are grappling with a growing realization: there is no unified objective anchoring current U.S. trade … Continue reading

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S&P 500 Key Levels – April 15

Happy Jackie Robinson Day!  What a great American.  The rebound in the S&P 500 has thus far stalled at a key technical level—specifically the 50% Fibonacci retracement of the current correction from the recent highs, which stands at 5491.24. Today’s … Continue reading

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China Has Many Options – Roubini

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