Author Archives: macromon

How Experts and Analysts Reacted to the GDP Number | CNBC

Posted on July 29, 2018 by macromon
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Week In Review – July 27

Posted on July 29, 2018 by macromon

Summary U.S. 10-year yield wider on the week and pushed toward 3 percent. GDP data good but below whispers Turkey 10-year rates out 72 bps as concerns over lack of liquidity, indie monetary policy, and Trump threats Some decent tightening … Continue reading →

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Pakistan election: Challenges over economy and legitimacy

Posted on July 29, 2018 by macromon

FT South Asia correspondent Kiran Stacey looks at the challenges facing the victor of Pakistan’s election, Imran Khan, over his legitimacy following vote-rigging claims and an economic crisis that could lead to an IMF bailout. ► Subscribe to FT.com here: … Continue reading →

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Sector ETF Performance – July 27

Posted on July 29, 2018 by macromon
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Global Risk Monitor – July 27

Posted on July 29, 2018 by macromon
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ECB Easy As 123

Posted on July 26, 2018 by macromon

It's ECB day! We've done all the hard work so you don't have to. pic.twitter.com/sF33oJheAk — ING Economics (@ING_Economics) July 26, 2018

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Night, night….

Posted on July 25, 2018 by macromon

Can’t wait to sleep ! pic.twitter.com/WfMSS8nWIr — Charlie Brown Fan Account (@Peanuts_4Fans) July 25, 2018  

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The Future Of Facebook And The Social Challenge Of Technology

Posted on July 25, 2018 by macromon

Wow! Haven’t seen a swan dive like that in a major large-cap stock since the GFC.    Facebook’s crash took the stock down as much as 25 percent to a low price of $164.30 just a little before 6 pm … Continue reading →

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Alphabet Revenue Growth Up 26 Percent

Posted on July 24, 2018 by macromon

Alphabet announced earnings last night with a whopping 25.6 percent quarterly y/y revenue growth (23 percent on a constant currency basis).   See earnings release here.   It is stunning to us that an almost $900 billion market cap company can … Continue reading →

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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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