Author Archives: macromon

China trade deal is near and Beijing will get everything it wanted – CNBC

Posted on February 18, 2019 by macromon

The U.S.-China trade dispute appears to be ending: Signals are pointing to a done deal. Based on those signs, China will continue to run large trade surpluses with the U.S., and it will never accept Washington-imposed reforms of its trade … Continue reading →

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

Happy Presidents Day: Jefferson’s Message To Millennials

Posted on February 18, 2019 by macromon

Happy President’s Day! Summary of Jefferson’s Message To Millennials Change the estate laws Debt should not be valid and passed on to the next generation The Constitution should be rewritten for every generation Jefferson In Paris Thomas Jefferson,  America’s third … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged , , , , | Leave a comment

QOTD: Et toi?

Posted on February 18, 2019 by macromon

QOTD = Quote of the Day

Posted in Quote of the Day, Uncategorized | Tagged , | Leave a comment

Week In Review – February 15

Posted on February 17, 2019 by macromon

Summary More risk on. EM bond yields x/ Turkey & Indo and Euro spreads in on the week U.S. credit continues to rally The dollar a bit stronger, EM FX weaker Euro stocks on fire last week led by Italy, … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , , | Leave a comment

Sector ETF Performance – February 15

Posted on February 16, 2019 by macromon

Wow!  Not one red bar.  Don’t think we have ever seen this.  Must be a contrarian signal.

Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

Global Risk Monitor – February 15

Posted on February 16, 2019 by macromon

 

Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | Leave a comment

The Elusive China Trade Deal

Posted on February 16, 2019 by macromon

Forbes asks the $382 billion question this morning,  Is A China Trade Deal Slipping Away? President Trump and Chinese leaders are trying to put a positive spin on their marathon trade talks, but the fact is that there is little … Continue reading →

Posted in China, Trade War, Uncategorized | Tagged , | 1 Comment

Gundlach’s Coming Corporate Bondageddon

Posted on February 16, 2019 by macromon

Nice piece in ZH on Jeff Gundlach dishing with Yahoo Finance on the vulnerability of the corporate bond market in the next recession.   In our data analysis piece, which we reposted below, we highlight the fact largest holders of U.S. corporate … Continue reading →

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

Ten Plus Great Weekend Reads – Feb 15

Posted on February 15, 2019 by macromon

  Fed to finalize plans to end balance sheet runoff ‘at coming meetings’: Mester – Reuters Emerging-market stocks are the ‘most crowded trade’ for first time on record – MarketWatch China and U.S. to Continue Trade Talks Next Week – NY Times ‘Like … Continue reading →

Posted in Uncategorized | Leave a comment

Spain snap election – Euronews

Posted on February 15, 2019 by macromon
Posted in Euro, Politics, Uncategorized | Tagged , , | Leave a comment