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Author Archives: macromon
What’s Bothering America…
We warned about the coming wave of inflation in February 2021, when year-on-year CPI inflation was still below 2 percent, at 1.67 percent. We then followed up with this: Inflation is way too high given exremely easy financial and monetary … Continue reading
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Choosing Sides Thoughtfully
I never really liked this guy, but he seems to be one of the few voices of reason at this crazy moment in history.
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Coffee and what it does to your body – BBC
To impress upon you the effects of caffeine, I footnote esoteric research conducted in the 1980s by NASA. Their scientists exposed spiders to different drugs and then observed the webs that they constructed. Those drugs included LSD, speed, marijuana, and … Continue reading
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COTD: Shipping Rates Rising
COTD = Chart of the Day Global goods trade is showing signs of accelerating after last year’s slump, pushing up shipping rates and giving some supply-chain managers flashbacks to the demand spike that disrupted international commerce three years ago… Some of the … Continue reading
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Global Risk Monitor: Week In Review – May 24
According to the Chicago Fed’s National Financial Conditions Index (NFCI), national financial conditions have eased significantly. Financial conditions are looser than when the Fed began its tightening cycle in March 2022, with the NFCI at levels last seen in November … Continue reading
Global Risk Monitor: Week In Review – May 17
National financial conditions have eased significantly in May, making it more difficult for the Fed to start an easing cycle. Does Mr. Market understand the unstable feedback loop it is currently in? Just askin’.
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QOTD: Media Induced Pessimism v. Reality
QOTD = Quote of the Day We cover the planes that crash not the ones that land – Nicholas Kristof
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Global Macro Monitor 