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Author Archives: macromon
Long-Term Treasury: 4 Percent Or Bust
Great chart from Charlie B. He asked 3.5 or 2.5 percent? We say beeline to 4 percent, when the rate breaks 3.13 percent, and quicker than the market believes. It’s been 10 years since Lehman, nominal GDP is growing close … Continue reading
Posted in Black Swan Watch, Bonds, Interest Rates, Uncategorized
Tagged 10-year interest rate
1 Comment
Distorted Inflation Data & Dynamic Pricing
Just bought Bob Woodward’s new book for a birthday gift from Amazon yesterday for $18.00. I tried to buy another one this morning and was quoted a price of $19.32 per book. That’s Venezuela-esque inflation, folks. Works out to … Continue reading
Posted in Inflation/Deflation, Uncategorized
Tagged CPI, Dynamic Pricing, Inflation
Comments Off on Distorted Inflation Data & Dynamic Pricing
Dalio on Turkey, Argentina, and the Next Economic Downturn
Sep.12 — Ray Dalio, co-chairman and founder at Bridgewater Associates, examines the crises is Turkey and Argentina and explains his expectations for the next economic downturn. He speaks with Bloomberg’s Erik Schatzker on “Bloomberg Daybreak: Americas.”
Posted in Black Swan Watch, Economics, Uncategorized
Tagged Argentina, Ray Dalio, Turkey
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Week In Review – September 14
Summary Decent week for risk Nice action in Euro periphery and most EMs Tighter U.S. credit spreads Commentary: Not much this week. Markets reflecting strong U.S. economy. It’s a mug’s game trying to predict short-term stock moves (frickin’ futile), especially … Continue reading
Global Risk Monitor – September 14
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Peformance, Stocks
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Pols Warn Of “Deep Fakes”
Don’t say we didn’t warn you, “Deep fakes could become a potent tool for hostile powers seeking to spread misinformation,” wrote Representative Adam Schiff, the ranking Democrat on the House Intelligence Committee, in a letter to Dan Coats, the director of national intelligence. … Continue reading
Massive Lavender Political Tsunami Forming
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 Blue Wave, Lavender Wave, Politics, Women's vote
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