-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,201 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Author Archives: macromon
How the Life Insurance Industry Invests
Posted in Institutional Investors, Uncategorized
Tagged Investments, Life Insurance Company Industry
3 Comments
Sí!
Way to go, Sergio! Gutsy! Clutch! And on Seve’s 60th! Couldn’t write a better script. .
Posted in Uncategorized
1 Comment
The Word for Today: Thucydides Trap
The Greek historian’s metaphor reminds us of the attendant dangers when a rising power rivals a ruling power—as Athens challenged Sparta in ancient Greece, or as Germany did Britain a century ago. Most such contests have ended badly, often for … Continue reading
French Oat-German Bund 10-year Spread
The Oat-Bund 10-year spread was pretty much unchanged for the week at 65 bps. The German 10-year yield fell over 10 bps for the week. Macron is slipping a bit in first round polling, but remains way ahead in the … Continue reading
Posted in Eurozone Sovereign Spreads, France
Tagged France Elections, Le Penn, Macron
Leave a comment
Global Risk Monitor – April 7
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
Crude Oil Price Regains 200-day M.A.
The May Crude Oil futures contract has regained its 200-day moving average in overnight trading. Significant. Crude is lifting on the back of a bigger than expected draw as measured by the API. Specs have also reduced their net long … Continue reading
Sovereign Risk and Debt Crises
We received some interesting pushback on our recent post, Is the U.S. Government Bankrupt? Not Even Close. The purpose of the post was to remind readers to not ignore the left side of a government’s balance sheet — assets — … Continue reading
Posted in Black Swan Watch, Bonds, Euro, Eurozone Sovereign Spreads, Italy, Japan, Uncategorized
Tagged Debt Crisis, Sovereign Risk
Leave a comment
French Oat-German Bund 10-year Spread
The spread widened by about 5 bps this past week. Macron still holds a slight lead in first round polling over Le Pen. France’s Polling Commission of false reports by Russian news agencies, France’s polling watchdog has issued a warning … Continue reading
Posted in Bonds, Eurozone Sovereign Spreads, France, Uncategorized
Tagged France Elections, Oat-Bund 10-year spread, Russia
Leave a comment
Global Macro Monitor 