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Author Archives: macromon
Global Risk Monitor: Week in Review – March 21
Key Observations: U.S. stock indexes broke multi-week losing streaks but remain in correction territory. Value sectors like Utilities and Energy outperformed as investors rotated out of large-cap tech amid rising tariff uncertainty and mixed economic data. The Federal Reserve held … Continue reading
COTD: Two Roads Diverged…
COTD – Chart of the Day China and the U.S. are experiencing contrasting inflation trends, shaping distinct economic policy responses. In February 2025, China’s consumer price index (CPI) turned negative for the first time in 13 months, signaling deflation due … Continue reading
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S&P 500 Key Levels – March 18
The bounce lacked sufficient momentum to reach the 200-day moving average but managed to hit 5700 before pulling back. We suspect the index will chop between 5500 and 5700 for the next few days or possibly a couple of weeks … Continue reading
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PeBo Knows Macro
Nice distillation of the macro driving markets by (Pe)ter (Bo)ockvar. The dude gets it. “There are like megatrends that I think that are reversing to the point where the playbook that worked so well over the last couple of years, … Continue reading
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S&P 500 Key Levels – March 16
The bounce we were anticipating came Friday, with futures leading the way. After Thursday’s close, buyers stepped into the futures market and commenced to bid the index up. The 200-day is now the upside target (+1.85%), which could come quickly … Continue reading
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Global Risk Monitor: Week In Review – March 14
Key Insights U.S. stock markets saw their fourth consecutive weekly decline, driven by recession fears and trade policy uncertainty. The Fed will keep rates unchanged, but inflation expectations have risen, raising concerns about stagflation. Eurozone faces economic headwinds, with ECB … Continue reading
Opening Day Beckons
This montage of baseball movies is a must-view, folks. Prepare yourself for goosebumps. Opening day is next Tuesday with the Dodgers taking on the Cubbies in Tokyo.
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S&P 500 Key Levels – March 11
It is hard to believe the S&P 500 reached its all-time high on February 19, only 14 trading days ago. Since then, the index has traded lower in 10 of those 14 sessions, though today, it bounced exactly where expected—at … Continue reading
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Global Macro Monitor 