Author Archives: macromon

Massive Lavender Political Tsunami Forming

Posted on September 13, 2018 by macromon

They’ll eat their words with a fork and spoon And watch ’em they’ll hit the road And all be surfin’ soon And when they catch a wave they’ll be Sittin’ on top of the world Catch a wave and your … Continue reading →

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

Pop, As Always, Nails It

Posted on September 13, 2018 by macromon

Gregg Popovich when asked about everything he's endured last season "When you say we've endured this is basketball, we're playing a child's game and getting paid for it. If you look at what's going on in the world there are … Continue reading →

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“Yield-to-Death”: Tepper’s First EM Investment

Posted on September 13, 2018 by macromon

“What is the yield-to-death?” Those words spoken by the legendary hedge fund king, and new owner of the Carolina Panthers, David Tepper, to my salesperson in 1993 when we were trying to convince him to buy a chunk of Peruvian … Continue reading →

Posted in Bonds, Emerging Markets, Uncategorized | Tagged , | 8 Comments

Consequences Of Jack Asset Monetary Policy

Posted on September 12, 2018 by macromon

You have to own assets to make it in the New Economy.   Pity the younger generations. Check out the growing wealth disparity in the below chart, which is clearly the result of monetary policy. The Fed’s increasing reliance  on the … Continue reading →

Posted in Economics, Monetary Policy, Uncategorized | Tagged , | 44 Comments

New iPhone Hands-On Impressions | WIRED

Posted on September 12, 2018 by macromon

WIRED’s Lauren Goode takes a first look at Apple’s three new phones — the XS, the XS Max, and the XR. Still haven’t subscribed to WIRED on YouTube? ►► http://wrd.cm/15fP7B7

Posted in Apple, Uncategorized | Tagged | Leave a comment

My 9/11 Story — The Day History Changed

Posted on September 11, 2018 by macromon

It was early August 2001 when I asked my wife if we should fly into Washington, D.C. a few days early before my best friend’s wedding.  He was planning to marry his sweetheart on September 16, 2001, at St. John’s … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , | 6 Comments

Charts That Count: QE QED

Posted on September 10, 2018 by macromon

Since the collapse of Lehman Brothers the story of the world’s attempts to stop the financial crisis turning into a Great Depression has been dominated by central banks’ balance sheets. John Authers describes how this averted total disaster and sparked … Continue reading →

Posted in Economics, Interest Rates, Monetary Policy, Uncategorized | Tagged , , , | Leave a comment

Midterm Political Economy Rorschach Test

Posted on September 10, 2018 by macromon

President Trump and President Obama were in a big pissing match over the weekend on who should get credit for the current healthy economy. Take our Rorschach Test by viewing the inkblots economic charts and you decide.   Then take the … Continue reading →

Posted in Economics, Policy, Politics, Uncategorized | Tagged , | Leave a comment

Week In Review – September 7

Posted on September 9, 2018 by macromon

Summary Turkish bonds led a late week EM recovery on spec of policy action, the almost 200 bps decline in 10-year yield is a record for a week.  Thin volume contributed to the ramp Italian yields down on hope of … Continue reading →

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The moment ‘Brazil’s Donald Trump’ is stabbed at election rally

Posted on September 9, 2018 by macromon

RARELY has the aphorism “what doesn’t kill you makes you stronger” been more apt… Doctors said Mr Bolsonaro will be hospitalised for at least a week. But with a month left before the first round of the election on October … Continue reading →

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