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Author Archives: macromon
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
Posted in Uncategorized
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
Posted in Uncategorized
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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
Lost In Aggregation: American Middle Class
While U.S. macroeconomic indicators—such as GDP growth, corporate profits, and stock market performance—signal prosperity, these metrics often obscure the reality facing the middle class. Aggregate data masks wage stagnation, rising cost-of-living pressures, and increasing debt burdens that are disproportionately felt … Continue reading
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Japan Political Earthquake: LDP Tanks
Key Facts The LDP coalition lost its majority, holding only 214 of the 233 required seats. Voter dissatisfaction stems from years of stagnant wages and rising costs. The loss is the LDP’s worst electoral result since 2009. Ishiba, newly appointed, … Continue reading
The Fall Classic: Mr. October And Me
We are reposting a piece as the Fall Classic begins tonight. Mr. October And Me Originally Posted on October 23, 2018 by macromon Ahh, the Fall Classic! We’re not talking about October stock market corrections but the World Series! The Boston … Continue reading
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Tagged baseball, los-angeles-dodgers, mlb, oakland-athletics, Sports
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QOTD: Cheddar
QOTD = Quote of the Day Ms. Harris is processing Cheddar like a Wisconsin cheese factory. – James Carville
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Global Macro Monitor 