-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,201 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
Nature Beats Hollywood In Special Effects
A view of Hurricane Dorian 🌪 from the coasts of Florida. pic.twitter.com/1CgHofJ2LG — Physics-astronomy.org (@OrgPhysics) September 6, 2019
Posted in Uncategorized
Leave a comment
What to expect from the August jobs report
About that 75 bps Fed cut in September….
Posted in Uncategorized
Leave a comment
Promises Made, Promises Kept?
Hearing rumors out of Mexico — and we reiterate rumors — that President AndrĂ©s Manuel LĂłpez Obrador (AMLO) has made a small purchase on Amazon this morning to help President Trump keep his campaign promise that “Mexico will pay for … Continue reading
Posted in Uncategorized
Leave a comment
QOTD: No Mojo For BoJo
QOTD = Quote of the Day No prime minister has lost their first vote in office since 1783 — let alone their first 3. – Axios
Posted in Uncategorized
Leave a comment
Modern Monetary Theory (MMT) Has An Argentina Problem
Proponents of Modern Monetary Theory emphasize that a country that controls its own currency and borrows in its own currency, like the United States, cannot default on its debt. This is because the central bank can, if necessary, “print” the money … Continue reading
Posted in Uncategorized
26 Comments
Does This Look Like Risk Aversion?
What Is Risk Averse? The term risk-averse refers to investors who, when faced with two investments with a similar expected return, prefer the lower-risk option. Risk-averse can be contrasted with risk seeking. – Investopedia The price has risen 30% since June alone, when … Continue reading
Posted in Uncategorized
4 Comments
Rent Control Issues Hit 7-year Bond Auction
At least, that is our view. We have worried out loud how global interest rate repression may cause ugly bond auctions. A problem that similarly arises in the rent-controlled housing market. …we are watching the Treasury auctions closely and suspect … Continue reading
The People’s Republic of The Future
Great watch… When it comes to technology, Shenzhen may well be the most fascinating city in the world. It makes the majority of our electronics. It clones the best technology Silicon Valley has to offer with ease. And, these days, … Continue reading
Are Central Banks Ready To Break Their Codependency?
Breaking our radio silence as we couldn’t help ourselves after reading former NY Fed President William Dudley’s piece imploring the Fed to stop enabling Trump’s trade war. It sounds like central bankers are starting to realize they are, and have been, … Continue reading
Posted in Monetary Policy, Uncategorized
Tagged Bill Dudley, Central Banks, Codendency, Enablers
Leave a comment
Moving Into Resistance
We see a lot of bears wearing the above Tee these days. This post will be short and sweet as we are getting ready to board a long flight and will be radio silent until next month. As we expected … Continue reading
Posted in Uncategorized
1 Comment
