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Author Archives: macromon
Not Your Great-Great-Grandfather’s Pony Express
UPS and FedEx have long been some of the biggest names in America’s expansive and ongoing parcel wars, having been founded in 1907 and 1971, respectively. However, they’ve lost some ground in recent years as the industry of getting-stuff-where-it-needs-to-go has become increasingly … Continue reading
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In Honor Of Veteran’s Day: The Butterfly Effect
Originally Posted: November 11, 2018 To honor Veterans’s Day, we are reposting our June 2017 butterfly piece, which illustrates how sleepwalking can lead the world into a war that nobody wants. History’s Biggest “Butterfly Effect” Occurred On This Day Posted on June … Continue reading
Prof G. Dishes on the Election
This is by far the best analysis of the election we have seen. Professor Scott Galloway of NYU is excellent. Click on the video, and your 7 minutes will be well rewarded. Click here to view the video.
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ROTD: Inflation Chickens Came Home To Roost
ROTD = Requote of the Day Inflation is way too high given extremely easy financial and monetary conditions. There will be blood…the Democrats should begin to worry. – Global Macro Monitor, June 2021
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Global Risk Monitor: Week In Review – November 1
Bearish Bonds Jobs Report Impact: October’s weaker jobs report initially pushed yields down, hinting at possible accelerated Fed rate cuts, before a quick rebound. Political Influence: Anticipated election outcomes, including potential stimulus under a new administration, could reintroduce inflationary pressures, … Continue reading
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Tagged Economy, Federal Reserve, finance, Inflation, Investing
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OQOTD: Tail Risk Delusion
OQOTD: Ominous Quote of the Day By making Mr Trump leader of the free world, Americans would be gambling with the economy, the rule of law and international peace. We cannot quantify the chance that something will go badly wrong: nobody … Continue reading
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Bond Market Fundamentals: Rising Risks
QT Scale: G10 central banks reduced balance sheets from $28 trillion to $21.5 trillion since March 2022. Interconnected Risks: Simultaneous QT across central banks could spread funding stress across markets. Bond Market Volatility: Shifting bond ownership to price-sensitive investors could … Continue reading
Global Macro Monitor 