Author Archives: macromon

The United States-Mexico Trade Agreement

Posted on August 27, 2018 by macromon

Another “Potemkin trade deal.” Nothing there and will not move the needle in bringing back jobs to the U.S., in our analysis. That is why, we believe,  the markets like it — little impact on profit margins and the prospect … Continue reading →

Posted in Economics, Trade War, Uncategorized | Tagged , , , | 12 Comments

Climate Change? Check The Data

Posted on August 26, 2018 by macromon

A must view. Seems to be a structural change or tipping point took place in the 1990’s.  Getting hot outside, folks. What changed?  The rise of China and the massive increase in coal fired power plants. We have crossed the … Continue reading →

Posted in Climate Change, Uncategorized | Tagged | 1 Comment

Week In Review – August 24

Posted on August 25, 2018 by macromon

Summary Brazil 10-year blows out 21 bps and currency flops 5 percent on political concerns. The former president, Luiz Inácio Lula da Silva, is surging in the polls, even from his jail cell.  While the other top presidential candidate, Jair … Continue reading →

Posted in Uncategorized | Leave a comment

R.I.P., Maverick

Posted on August 25, 2018 by macromon

You were truly a great American and a super hero. I love you forever – my beloved father @SenJohnMcCain pic.twitter.com/Y50tVQvlVe — Meghan McCain (@MeghanMcCain) August 26, 2018 One of his finest moments – 2008 Presidential Campaign A class act.  

Posted in Politics, Uncategorized | Tagged | Leave a comment

Sector ETF Performance – August 24

Posted on August 25, 2018 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged | Leave a comment

Global Risk Monitor – August 24

Posted on August 25, 2018 by macromon
Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | Leave a comment

No Nobel In North Korea

Posted on August 24, 2018 by macromon

At least, not yet. I have asked Secretary of State Mike Pompeo not to go to North Korea, at this time, because I feel we are not making sufficient progress with respect to the denuclearization of the Korean Peninsula… — … Continue reading →

Posted in North Korea, Uncategorized | Tagged , | 1 Comment

Will The Real Bond King Stand Up?

Posted on August 22, 2018 by macromon

We get it. Jeff Gundlach (we are some of his biggest fans) is a trader at heart, as are we, and is very cognizant of short-term market technicals. He recently tweeted, Massive increase this week in short positions against 10 … Continue reading →

Posted in Bonds, Interest Rates, Uncategorized | Tagged , | 12 Comments

Fun Times With POTUS & The Russian Prez

Posted on August 22, 2018 by macromon

Ah, the good ol’ daze.  This is hilarious. President Clinton and President Yeltsin on the steps of  Franklin Roosevelt’s home in Hyde Park.   Go visit if you haven’t been there. Like President Trump, they both seemed peeved at the press, but … Continue reading →

Posted in Politics, Uncategorized | Tagged , , , | 1 Comment

Tonight’s Conversation Inside The White House

Posted on August 21, 2018 by macromon

Realize this has been posted by others, but love this quote from piglet pic.twitter.com/t9qYIavmLY — Catspaw (@17catspaw) November 1, 2016

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