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Author Archives: macromon
What’s Behind the Gold Rally?
Short covering in the bond market. Don’t believe it? Check out the chart below. Gold is up 7.7 percent since the December 15 low the same day the 10-year Treasury yield peaked at 2.60 percent. Why are Treasuries rallying? … Continue reading
Bond Market Conundrum 2.0? And U.S. Treasuries Held By Foreigners
The ginormous table below of foreign holdings of U.S. Treasury securities compliments Friday’s post, TOTD: Who Owns The Treasury Market? First some background, a few caveats about the data, some thoughts on how the U.S. became so dependent on foreign financing … Continue reading
Reagan-Trump S&P500 Analog
Trump rally holding. Now outperforming Reagan’s S&P by 3.13 percent after 47 days from election day. Meaningless in terms of predicting future performance. But, fun, no?
Global Risk Monitor – January 13
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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USA vs CHINA – BBC 2016 (Must View)
Things are starting to heat up in the Taiwan Straight and only to get hotter under the Trump Administration. This BBC video is great background. China’s foreign ministry hit back in a statement advising Trump, a billionaire property tycoon who … Continue reading
Watch This Space: Oat-Bund Spread
Posted in Bonds, Eurozone Sovereign Spreads, Uncategorized
Tagged France, Germany, Oat-Bund Spread
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TOTD: Who Owns The Treasury Market?
(TOTD = Table of the Day)
Cheap Big Macs Around the World
Turkey, the UK , and Mexico (“undervalued by a whacking 55.9% against the greenback”) have gotten much cheaper over the past year. The Big Mac index is built on the idea of purchasing-power parity, the theory that in the long … Continue reading
US Debt Growth By Sector
Note that the post-crisis total debt growth in the U.S. is just a little more than half the 23-year annual average before the crisis, a decline from an average annual growth rate of 7.7 percent to 4.3 percent. Household debt … Continue reading
Global Macro Monitor 