-
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
Daily Risk Monitor – December 2
Click on table to enlarge and for better resolution
Posted in Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
Italian PM to quit after voters reject his constitutional reforms – EuroNews
Published on Dec 4, 2016 Italian Prime Minister Matteo Renzi is to resign following a heavy defeat in Sunday’s constitutional reform referendum. Although ostensibly on plans to streamline parliament the poll was largely seen as a confidence vote in the … Continue reading
Posted in Euro, Eurozone Sovereign Spreads, Geopolitical, Italian Yields, Italy
Tagged Italian Referendum, Matteo Renzi
Leave a comment
US Sector ETF Performance – Nov 25
(click here if charts are not observable)
Misplaced Policy Thinking – $1 trillion infrastructure build
As the stock market celebrates and is downright giddy over the prospect of a massive fiscal expansion through a one trillion dollar infrastructure build, we are less sanguine and propose a different and more long term policy track. The U.S. … Continue reading
Posted in Economics, Fiscal Policy, Uncategorized
Tagged Infrastructure Plan, Robots, Schools
2 Comments
Trump’s Worst Sin
Science Denier. Why? Because it poses an existential threat to our civilization. Remember, science, like civil law cases, is based on “preponderance of evidence”, not “beyond reasonable doubt” as in criminal cases. Many who argue against science confuse and conflate … Continue reading
Posted in Climate Change
Tagged Arctic, Climate Change, North Pole, Trump, Washington Post
2 Comments
Our Quick Analysis of the U.S. Presidential Election
Why did everyone miss it? Polls and pundits missed it due to “Bradley Effect” — “The Bradley effect (less commonly known as the Wilder effect) is a theory concerning observed discrepancies between voter opinion polls and election outcomes in some … Continue reading
Posted in Euro, Politics
Tagged Latino Vote, Politics, Popular Vote, Presidential Election, Trump
Leave a comment
Who said nobody thought Trump would win?
Given the political earthquake the U.S. has just experienced and the long-term consequences that are sure to follow, we thought it is time to start writing again. We (I) have been sick, which has temporarily diminished our capacity to write … Continue reading
US Sector ETF Performance – Oct 28
(click here if chart is not observable)
Daily Risk Monitor – Oct 28
Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
What’d You Miss in Markets This Week? Here’s Your Recap – Bloomberg
What’d You Miss?’ co-hosts Joe Weisenthal and Scarlet Fu get you caught up on the most important stories in financial markets, every weekday at 3:30 p.m. EST on Bloomberg TV. Like this video? Subscribe to Bloomberg on YouTube: http://www.youtube.com/Bloomberg?sub_… (click … Continue reading
Global Macro Monitor 