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Author Archives: macromon
Global Risk Monitor – August 3
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
Political Economy Of The July Employment Report
It is 94 days and 10 hours until the November 6th midterm election, which will determine the fate of the Trump presidency. All things are now political, including, and, most notable, today’s nonfarm payrolls report. We did an in-depth analysis … Continue reading
‘Toon of the Day: Stock Buybacks
Source: New Yorker Tell us it ain’t so, Forbes, the bastion of capitalism and Wall Street. Using such words as “global political or financial cataclysm” to warn us about the consequences of stock buybacks? Double Yikes! The decades-long diversion of business … Continue reading
Posted in Cartoon of the Day, Uncategorized
Tagged New Yorker Cartoon, Stock Buybacks
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Inflation Drives Apple Market Cap To One Trillion Dollars
1012 Apple’s market cap hit 1012 dollars today. Impressive but no pom-poms here at Global Macro Monitor. We would be more impressed if Apple’s main businesses were doing better and the company was more focused on electrical engineering rather than … Continue reading
Posted in Apple, Inflation/Deflation, Innovation, Uncategorized
Tagged Apple, Inflation, Innovations, Trillion dollar market cap
18 Comments
The Streak
In case you missed Charlie B.’s excellent table from yesterday, which illustrates the S&P500 has not closed below its 200-day moving average in 526 days, here you go. Stunning, especially given Joltin’ Joe’s hitting streak lasted 526 consecutive games. Coincidence? You … Continue reading
Apple Grows Q3 Revs By 17 Percent
Apple out with earnings. Stock up about 3 percent in after hours. Revenues We note: 1) the 17 percent overall revenue growth, still impressive given the size of the company; 2) looks like no blowback yet on trade with China, … Continue reading
QOTD: Jamie Dimon
Bad policies lead to bad outcomes. – Jamie Dimon, July 30, 2018 (QOTD = Quote of the Day)
Overhyped Relative Job Creation. Sound Familiar?
Steven Rattner, whom the UAW can thank for leading the auto bailout during the GFC, presented these graphs today on Morning Joe. Does the analysis look a little familiar? It should. We first presented it in our, Deconstructing The … Continue reading
Does social media make us less happy? – Fareed
Fareed’s interview with Yale professor, Laurie Santos, and teacher of Yale’s most popular class ever, the “happiness class” is a great follow up to our Facebook post from last week. Yale professor Laurie Santos, who teaches a popular “happiness class,” tells … Continue reading
