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Author Archives: macromon
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 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
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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Global Macro Monitor 