Author Archives: macromon

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

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The Not So Fertile Crescent

         Source:  VisualCapitalist

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Global Risk Monitor: Week In Review – October 25

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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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QOTD: Cheddar

QOTD = Quote of the Day Ms. Harris is processing Cheddar like a Wisconsin cheese factory. – James Carville

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Global Risk Monitor: Week In Review – October 18

Weekly SummaryBig rally in Eurozone bond markets as the European Central Bank (ECB) reduced its key interest rate to 3.25%, marking its third 25 basis point cut this year. The decision reflects the ECB’s focus on lowering inflation risks and … Continue reading

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Shorting the U.S. Consumer Is Death

Key Facts: Retail Sales Growth: Retail sales increased 0.4% in September, exceeding expectations of 0.3%. Key Sectors: Clothing sales rose 1.5%, while restaurant and bar sales grew 1.0%. GDP Outlook: The Atlanta Fed raised its Q3 GDP growth estimate to … Continue reading

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Are Market Whisperers Getting Whipsawed?

Here are a couple of headlines from today.   You decide. 

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Global Risk Monitor: Week In Review – October 11

Weekly SummaryEquities are higher, interest rates are higher, expected Fed funds are higher, credit spreads are in, and the dollar is stronger;  ergo market expectations of a stronger economy. 

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COTD: The Bull Market In 50-yard Field Goals

COTD = Chart of the Day This season, teams are making more field goals per game than ever— even as they’re also hitting them from more far-flung distances. Some 29% of this year’s attempts have been from 50-plus yards, far … Continue reading

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