Author Archives: macromon

Morning Joe Spiking

Key Facts: Record Prices: Arabica and robusta futures reached their highest levels in nearly five decades. Supply Crisis: Brazil’s drought and Vietnam’s robusta deficits have driven a prolonged global shortage. EU Regulations: Import restrictions tied to deforestation concerns are pressuring … Continue reading

Posted in Uncategorized | Tagged , , , , , | Leave a comment

La France sous pression

Key Facts: Market Impact: French 10-year bond yield spreads hit their highest since 2012, reflecting investor concerns about political instability. Budget Controversy: The €60bn budget proposal includes significant austerity measures, risking parliamentary backlash. Political Stakes: Far-right leader Marine Le Pen’s … Continue reading

Posted in Uncategorized | Tagged , , , , | Leave a comment

Brace for Stagflationary Policy Shocks | Larry Summers

Posted in Uncategorized | Leave a comment

QOTD: False Prophets

QOTD = Quote of the Day

Posted in Uncategorized | 4 Comments

Confessions of ChatGPT

I was playing around with ChatGPT this morning juxtaposing comp sales from Walmart and Target.  I noticed Chat gave me a 4.6 percent y-o-y growth rate for Walmart, which was not what the company reported.  I asked ChatGPT where the … Continue reading

Posted in Uncategorized | Leave a comment

Argentina’s President Milei: Savior or Destroyer?

Posted in Uncategorized | Leave a comment

Nonlinear Thinking: Shopping Cart Disruption

Click here to view video

Posted in Uncategorized | Leave a comment

Global Risk Monitor: Week In Review – November 22

Financial conditions in the United States, as measured by the Chicago Fed’s National Financial Conditions Index (NFCI), have reached their most accommodative levels since November 2021—a period when the Federal Reserve’s policy rate stood at zero and quantitative easing was … Continue reading

Posted in Uncategorized | Leave a comment

Who Pays the Lowest Tax Rate?

Posted in Uncategorized | Leave a comment

Euro-zone’s Record Wage Growth

A key gauge of euro-zone wages jumped by the most since the common currency was introduced in 1999 — complicating the European Central Bank’s plans for interest-rate cuts as inflation eases. Third-quarter negotiated pay rose 5.4% from a year ago, … Continue reading

Posted in Uncategorized | Leave a comment