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Author Archives: macromon
The Upheaval in Central America – Project Syndicate
The macro swans continue (swans = crows in this video) to gather. Social and political upheaval in Central America – in particular, Guatemala, Honduras, and Nicaragua – is sending many north in search of a better life. The region’s current … Continue reading
Posted in Geopolitical, Politics, Uncategorized
Tagged Central America, Geopoltics, Violence
34 Comments
Week In Review – May 18
Summary Omnifarious selling in emerging markets this week and signal global liquidity is tightening up EM 10-year yields higher across the board from Mexico up 20 bps to Turkey up 125 bps Euro periphery spreads blow out. Italy 34 bps … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks, Week in Review
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Global Risk Monitor – May 18
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Equities, Performance, Stocks
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How Italy Became Eurosceptic & Why It Matters – FT
Watch this space. What we said ten days ago. The Italian 10-year government bond is 112 bps through the U.S. 10-year note yield, and the country doesn’t have an independent central bank! Moreover, the Germans are coming to town at the … Continue reading
Posted in Uncategorized
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Deconstructing The U.S. Jobs Market
Summary We compare the first 15 payroll reports of the Trump administration to the last 15 of the Obama administration As of the end of April 2018, the Trump economy has generated 2.7 million jobs versus 3.1 million in Obama’s … Continue reading
Posted in Employment, Uncategorized
Tagged Job Creation, Trump versus Obama Job Creation, U.S. nonfarm payrolls
3 Comments
Long-Term Yields Break Higher
The 10-year Treasury yield broke out and closed above a new 5-year high today. If you didn’t catch our analysis from a few weeks back why long-term interest rates were set to move higher, run don’t walk to, Prepare For Much … Continue reading
QOTD: Change Perspective, Things Change
When you change the way you look at things, the things you look at change.” — Max Planck, German quantum theorist and Nobel Prize winner
Trump Wants A China Trade Deal – Bloomberg
We have to begin collecting our bets on who would cave first. Wasn’t it obvious? May14 — Eurasia Group President Ian Bremmer discusses President Donald Trump’s shift on trade with China after announcing on Twitter that he wants to help … Continue reading
The Week Ahead – FT
The FT’s Daniel Garrahan previews the big stories in the week ahead, including Venezuela going to the polls in a presidential election that’s been slammed by the international community, results from Walmart and Burberry, and Japan’s first-quarter GDP figures. – … Continue reading
Global Macro Monitor 