Author Archives: macromon

Week In Review – July 20

Posted on July 22, 2018 by macromon

Summary Fireworks began at the end of the week with Trump announcing he was not happy with the Fed and currency moves Bonds sold on Friday EM FX mixed The dollar index closed weaker after Trump tweets.  Note the dollar … Continue reading →

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Sector ETF Performance – July 20

Posted on July 22, 2018 by macromon

 

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Global Risk Monitor – July 20

Posted on July 22, 2018 by macromon
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Miami Dolphins Have A New Defensive End

Posted on July 21, 2018 by macromon

The commish, Roger Goodell, will love this guy, err fish, because he doesn’t spear with his helmet to tackle. If he kneels during the Anthem, however, he could face suspension, and Trump will be all over his tail and will use … Continue reading →

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God, I Love Mike Trout!

Posted on July 20, 2018 by macromon

You got that?  Pulled the little guy out of the stands to hang with him! A couple weeks ago at Camden Yards, Trout pulled a 6 year old out of the pregame crowd. He spent time with the kid by … Continue reading →

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Why Gold Is Such A Dog

Posted on July 20, 2018 by macromon

Summary Gold prices have been in a bear market since the August 2011 peak at $1920 Prices are making new 52-week lows Gold has primarily been a monetary asset throughout history and moves closely with the global monetary base (GMB), … Continue reading →

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Charts That Count: Another China Crisis? – FT

Posted on July 19, 2018 by macromon

China’s currency has devalued sharply against the dollar in recent weeks. The last time China surprised the markets with a devaluation, in the summer of 2015, it prompted a global sell-off of risk assets. John Authers discusses why China’s currency … Continue reading →

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Is Trump Starting To Lean On The Fed Or Setting It Up?

Posted on July 19, 2018 by macromon

President Trump said in an interview with CNBC’s Joe Kernan this morning he “does not agree”, is not “thrilled” or “happy” with the FOMC’s interest rate hikes.  The full interview and transcripts will be available tomorrow. Click here for excerpt … Continue reading →

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Pop Nails It!

Posted on July 18, 2018 by macromon

People like Pop, coach of the San Antonio Spurs, make America great.  Must view, folks! 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 … Continue reading →

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The Day “Strategic Ambiguity” Died

Posted on July 18, 2018 by macromon

The hits just keep on coming. There is a new sheriff in town, the old order is crumbling, and we are afraid the world is going to become much more unstable in the next few years.  Assets markets are incapable … Continue reading →

Posted in China, Geopolitical, Trade War, Uncategorized | Tagged , , | 36 Comments