Author Archives: macromon

Dollar Impact On U.S. Manufacturing Employment

Posted on July 8, 2019 by macromon

We have been busy on a piece evaluating the U.S. economy under the first 29 months of the Trump administration.  As I used to bark out selling programs as a young kid at Dodger Stadium, “You can’t tell the players … Continue reading →

Posted in Dollar, Economics, Uncategorized | Tagged , , , | 13 Comments

Happy July 4th

Posted on July 3, 2019 by macromon

Have a great Independence Day, folks!   Enjoy the beach, BBQ, and fireworks but let us never, ever forget what we celebrate. E pluribus unum over and out! IN CONGRESS, JULY 4, 1776 The unanimous Declaration of the thirteen United States of … Continue reading →

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Payroll Prep

Posted on July 3, 2019 by macromon

Here’s a heads up for Friday’s employment number before we hit the beach:  1) Nonfarm payroll expectations;  2) today’s ADP release, and 3) commentary by Mark Zandi.        

Posted in Employment, Uncategorized | Tagged , , | Leave a comment

QOTD: Erma On The 4th Of July

Posted on July 3, 2019 by macromon

QOTD: Quote of the day Call me a traditionalist, a conservative, or what you will but I’m with Erma on this one. “You have to love a nation that celebrates its independence every July 4, not with a parade of … Continue reading →

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How Pepsi Once Became The World’s 6th Largest Military

Posted on July 2, 2019 by macromon

The days of the barter economy. We had to do a double take with this tweet.  Even fact checked it. I had a twitter debate last month with someone comparing current day China with the Soviet Union before the collapse … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 14 Comments

The Clash Of Generations Is Here

Posted on June 30, 2019 by macromon

Don’t know if you caught the Democratic debate the other night, which featured Bernie and Joe, who could be the grandfathers of some of the younger candidates that were on stage, but it also confirmed the arrival of what we have … Continue reading →

Posted in Debt, Demographics, Uncategorized | Tagged , , | 13 Comments

SBNN: BMW

Posted on June 30, 2019 by macromon

SBNN = Song Before Night Night Must admit this is the only BMW I have ever owned.   As in (B)ob (M)arley & the (W)ailers. When I lived on the UYupper West Side (are there still Yuppies?) in a different era, … Continue reading →

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Huawei’s American Suppliers Set To Rock The Casbah, Or Not?

Posted on June 30, 2019 by macromon

Here are some of the top American suppliers to Huawei that should Rock the Casbah in Monday trading after Trump’s rethink the Chinese company is a national security risk. It’s still not clear what the Trump-Xi Osaka handshake and agreement mean, … Continue reading →

Posted in China, Trade War, Uncategorized | Tagged , , | Leave a comment

Charts That Validate Stocks Are In The Process Of Topping

Posted on June 30, 2019 by macromon

The S&P 200-day rolling return is an interesting chart but not much in the way of signals with the exception to illustrate the S&P500 does not fall out of the sky and enter bear markets after a strong 200-day run. … Continue reading →

Posted in Equities, S&P500, Uncategorized | Tagged , | 1 Comment

On This Day: One Wrong Turn & History’s Biggest “Butterfly Effect”

Posted on June 27, 2019 by macromon

This post seems more relevant than ever as many believe the initial conditions of today are very similar to those of the Spring and Summer of  1914. One wrong turn, one small change in initial conditions can change the course … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 16 Comments