Author Archives: macromon

German Economy: From Powerhouse to the Punk House

“We can no longer invest in the old, fossil-fuel technology and we don’t yet know in which new technology to invest.” – Martin Gorning, GIER Germany’s inability to generate meaningful growth is casting a shadow over the long-term prospects for the … Continue reading

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Sovereign Distress

…reforms have also augmented fiscal strength and lowered the risk of default. The number of countries with bonds trading at distressed levels had subsequently halved in the space of a year, according to data compiled by Bloomberg. – Bloomberg

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COTD: Where The Bad Bonds Are

COTD:  Chart of the Day

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Japan’s Childless Cat Ladies

JD is out of touch…with the world.  We are effectively run…by a bunch of childless cat ladies who are miserable – JD Vance This fertility slump is in many ways the most remarkable trend of our era. – Bloomberg Up … Continue reading

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Global Risk Monitor: Week In Review – July 26

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GDP Comes In Hot

The US economy grew faster than expected last quarter, with GDP rising at a 2.8% annualized rate compared to 1.4% in the previous quarter. This growth was driven by strong consumer demand and business investment, including an outsized increase in … Continue reading

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Inside Mark Zuckerberg’s AI Era | The Circuit

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Admiral McRaven As VEEP?

A heartfelt thank you to President Biden for putting the nation first. He truly deserves, and is likely to receive, the Profile in Courage Award for his decision to step aside and pass the torch to the younger generation. We … Continue reading

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Global Risk Monitor: Week In Review – July 19

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Leading Economic Indicators

Updated: Thursday, July 18, 2024 Using the Composite Indexes: The Leading Economic Index (LEI) provides an early indication of significant turning points in the business cycle and where the economy is heading in the near term. The Coincident Economic Index (CEI) provides an indication of the … Continue reading

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