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Author Archives: macromon
The Ease of Doing Business Index
We have put together the following ginormous country table of “The Ease of Doing Business” for each of the world’s economies. The data is from the World Bank and looks at the 11 indicators listed in the below table. First … Continue reading
Global Risk Monitor – November 10
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week Ahead – FT
The FT’s Daniel Garrahan previews the big stories in the week ahead, including Theresa May preparing to give a foreign policy speech after another difficult week for the UK prime minister; Walmart earnings; the fifth round of Nafta talks and … Continue reading
QOTD: President Trump, The Risk Taker?
Context: China’s Americanologists trying to understand President Trump’s North Korea policy : “There is a major debate in the US right now about whether the US president is really a risk taker or just playing a risk taker,” said Mr Harold. … Continue reading
Another Divergence That Makes Us Nervous
Take a look at the divergence between the high-yield ETF (JNK) and the investment grade ETF (LQD). This makes us a bit nervous – though no panic as JNK in only 1.28 percent off its high vs. the LQD, … Continue reading
Posted in Bonds, Uncategorized
Tagged ETF, High Yield Bonds, Investment grade bonds, JNK, LQD
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There They Go Again: Dow Transports/Industrials Divergence
The Dow Transports are selling off as the Industrials are making new highs. That’s a no no in Dow Theory. We pointed out a similar divergence on August 1st. Not as relevant as it used to be, but something … Continue reading
Posted in Equities, Uncategorized
Tagged Divergence, Dow Industrials, Dow Transports
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Week In Review – November 3: Are Credit and EM Starting To Crack?
Global Stock Indices Turkey up Monday through Thursday but gave some back on bad inflation print Friday morning, which took the country’s 10-year rate up and currency down, bigly. Turkey is one of the largest emerging markts. Watch … Continue reading
Posted in Week in Review
Tagged bonds, Commodities, Currencies, Stocks, Week in Review
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QOTD: Liqudity
“..liquidity is OK. But it may be more fragile, and more prone to disappearing in stress situations…There hasn’t been a liquidity-related incident that has had a significant effect on the real economy. That doesn’t mean it won’t happen.” – Jay … Continue reading
Global Macro Monitor 