Author Archives: macromon

Reagan-Trump S&P500 Analog : 40 Days In

Posted on January 4, 2017 by macromon

A little personal story about the Reagan Fed, but, first, some meat. It has been 40 tradings days — wow, time flies — since Donald Trump’s surprise victory  in the 2016 Presidential election.  We posted a piece on New Year’s … Continue reading →

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COTD: China’s New Economy

Posted on January 4, 2017 by macromon

Source:  FT But slow transformation overall……. (COTD = Chart of the Day)

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QOTD: Easy To Be Bearish On China

Posted on January 4, 2017 by macromon

…it is easy to be “too pessimistic” about the Chinese economy. “Looking at macro stuff in China does that to people.  Things are much more optimistic at a micro level.”.   –  Jeffrey Towson, Peking Universtity  via FT (QOTD = Quote … Continue reading →

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Growth looks good – FT

Posted on January 3, 2017 by macromon

Published on Jan 3, 2017 John Authers looks at encouraging signs of strength from the US to China, while the strengthening dollar may signal problems for emerging markets. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

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2017 Fastest Growing Economies

Posted on January 2, 2017 by macromon

New year, time to look forward.   Which countries are expected to grow the fastest in 2017? We have ranked the world’s country 2017 GDP forecasts in the ginormous table below.  The data are from the October 2016 IMF’s World Economic … Continue reading →

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Seek and Destroy Trading Bots Killing Us

Posted on January 2, 2017 by macromon

We are mad as hell.  The markets are rigged, It had enabled a massive amount of predatory trading and had institutionalized a systemic and totally unnecessary unfairness in the market and, in the bargain, rendered it less stable and more … Continue reading →

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How Is That Reagan-Trump S&P500 Analog Working Out?

Posted on January 1, 2017 by macromon

So far, at the close of 2016,  the Trump S&P500 is outperforming  the Reagan S&P500 by 0.38 percent, 38 days after the close of their respective election days.  The Trump bump has been a relatively steady climb before rolling over … Continue reading →

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Global Macro Data Year in Review

Posted on January 1, 2017 by macromon

Click on table to enlarge and for better resolution

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The biggest moment of 2017: Donald Trump’s inauguration – Economist

Posted on January 1, 2017 by macromon

Published on Dec 30, 2016 On January 20th 2017, the eyes of the world will be on Donald Trump as he takes the oath of office and is sworn in as America’s 45th president. The political tremors will reverberate around … Continue reading →

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US Sector ETF Performance – Dec 30

Posted on January 1, 2017 by macromon
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