Author Archives: macromon

Global Risk Monitor – December 8

Posted on December 9, 2017 by macromon

 

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BlackRock Says Inflation Can Lift 10-Year Rate – Bloomberg

Posted on December 9, 2017 by macromon

Bloomberg TV Markets and Finance Dec.08 — Rick Rieder, global fixed income chief investment officer at BlackRock, examines the yield curve and how it impacts his 2018 investment strategy. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg Markets: The Open.”

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Did He Really Say That?

Posted on December 4, 2017 by macromon

Geeezo Christopher Columbus!   What a bitch slap directly to the face of “the deplorables.” The tax reform bill is rapidly setting up the potential for some major political blowback.  Vive les élites! I think not having the estate tax … Continue reading →

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Sector ETF Performance – December 1

Posted on December 3, 2017 by macromon
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Global Risk Monitor – December 1

Posted on December 3, 2017 by macromon
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Wall Street’s year-ahead forecasts have a familiar ring – FT

Posted on December 3, 2017 by macromon

Wall Street strategists have unveiled their 2018 forecasts — and many look similar to the wrong bets of previous years, says US markets editor Robin Wigglesworth. ► Subscribe to FT.com here: http://bit.ly/2r8RJzM

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Sector ETF Performance – November 24

Posted on November 26, 2017 by macromon
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Global Risk Monitor – November 24

Posted on November 26, 2017 by macromon
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Cryptocurrencies, investing or gambling? – FT

Posted on November 26, 2017 by macromon

Our FT Alphaville editor explains why she thinks buying cryptocurrencies is more similar to gambling than to investing. She also explores how regulators and tax authorities around the world are slowly catching up with this technology. ► Subscribe to FT.com … Continue reading →

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Supply (lack of ) Driven Bull Market

Posted on November 22, 2017 by macromon

I had an interesting conversation with an economist friend this morning about inflation and excess capacity. He sees no evidence of excess capacity in the U.S. economy, including the service sector, where he cannot find, say, a plumber for hire … Continue reading →

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