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Author Archives: macromon
QOTD: Druck On Distorted Interest Rates
…today we have settled to allowing the most important price of all, long-term interest rates, to be regularly distorted by public intervention. …If I were trying to create a deflationary bust, I would do exact exactly what the world’s central … Continue reading
Posted in Bonds, Budget Deficit, Economics, Interest Rates, Quote of the Day, Uncategorized
Tagged Distorted, Interest rates, QE, Stan Druckenmiller
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Week In Review – May 11
Summary Bullet Points U.S. 10-year yield up 2 bps Brazil 10-year up 23 bps, closes over 10 percent for first time since January Indonesia 10-year up 25 bps Junk credit tighter Euro periphery spreads tighter x/ Italy, though showed some … Continue reading
Posted in Uncategorized
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Global Risk Monitor – May 11
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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That’s The Ticket…
I can only imagine. Pop and Kerr in 2020. That would be one “woke” presidential ticket!
Posted in Politics, Sports, Uncategorized
Tagged Greg Popovich, Popovich-Kerr 2020, Steve Kerr
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Stock Bulls Take Charge, Technically Speaking
In our Monday post on Bull and Bear Traps we noted the bulls had to do three things, and we also noted the bullish pennant technical formation. It is imperative the S&P bulls: 1) hold the 20-day moving average at … Continue reading
Posted in Uncategorized
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TOTD: Prince Harry Is A Stud!
'Enjoy the day, it goes so quickly' – Prince Harry's former colleagues wish him and Meghan Markle good luck ahead of their wedding day#RoyalWedding pic.twitter.com/6lZwmzQlrq — ITV News (@itvnews) May 10, 2018 (TOTD = Tweet of the Day)
QOTD: On Risk
Risk does not like prophets. It’s not even fond of historians. You can plan for every risk except the things that are too crazy to cross your mind. — Morgan Housel
Posted in Black Swan Watch, Quote of the Day, Uncategorized
Tagged Morgan Housel, Quotes, risk
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Italy’s North-South Economic Divide – France24
Italy 10-year closed at 1.88 percent today, 6.7 bps wider versus the 10-year bund for the week, but still 14 bps tighter year-to-date. The Italian 10-year government bond is 112 bps through the U.S. 10-year note yield, and the country … Continue reading
Posted in Bonds, Charts, Interest Rates, Italy, Uncategorized
Tagged bonds, Italy, Politics
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QOTD: Paul Tudor Jones
Note, no mention of “recession”, the trigger for the cheerleaders. The bear market of 1962 and 1987 occurred with robust economic growth. You look at every bear market and they’ve always basically occurred because of an uptick in inflation … Continue reading
Posted in Inflation/Deflation, Interest Rates, Uncategorized
Tagged Bear Market, Inflation, Interest rates, Paul Tudor Jones, Quotes
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Global Macro Monitor 