Author Archives: macromon

How America Spends vs. How American Spent

Posted on June 25, 2024 by macromon

Over the past fifty years, American household spending has significantly changed due to technological advancements, globalization, and evolving socio-economic factors. Housing costs have dramatically increased, consuming 27% of household budgets today compared to 19% in 1984, fueled by the chronic … Continue reading →

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Do These Trendy Baby Names Ring A Bell?

Posted on June 24, 2024 by macromon

Great piece in the Washington Post today about trendy baby names.  Wattenberg has a theory…she calls her “grand theory” of baby names… In the olden days, Americans shared a monoculture dominated by three broadcast TV networks, no internet and no … Continue reading →

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BFTP: Greatest Arbitrage Ever

Posted on June 22, 2024 by macromon

In the spirit of yesterday’s post, AI’s Impact On Energy Demand, a whimsy repost. Upshot?   One gallon of gasoline = the energy equivalent of 54.7K Big Macs. IBFTP = Blast From The Past Greatest Arb Ever: Cracking Gas into Big Macs … Continue reading →

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Global Risk Monitor: Week In Review – June 21

Posted on June 21, 2024 by macromon

The global markets experienced mixed results for the week. Equity markets mostly rose, led by a rebound in European shares and Brazil, while bond yields exhibited slight increases. Currencies saw the dollar index strengthening slightly, with mixed movements among major … Continue reading →

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AI’s Impact On Energy Demand

Posted on June 21, 2024 by macromon

“Energy is the golden thread that connects economic growth, social equity, and environmental sustainability.” – Ban Ki-moon The rise of artificial intelligence is now turbocharging demand for bigger data centers……The almost overnight surge in electricity demand from data centers is … Continue reading →

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R.I.P. #24

Posted on June 18, 2024 by macromon
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Follow The Capital Flows

Posted on June 17, 2024 by macromon

According to IMF data reported by Bloomberg News, despite global calls to diversify away from the dollar, the U.S. has attracted a significant share of international investment post-Covid. The U.S. share of global investment flows rose from 18% pre-pandemic to … Continue reading →

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Global Risk Monitor: Week In Review – June 14

Posted on June 15, 2024 by macromon

This week’s Global Macro Risk Monitor shows significant declines in European markets following a hard-right swing in the Euro parliamentary election. The Euro weakened by 0.92 percent against the USD, and the German DAX and French CAC fell 2.99 percent … Continue reading →

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In Real Estate We Trust, But John Bull Not Feeling It

Posted on June 10, 2024 by macromon

John Bull can stand many things but he can’t stand 2 percent. – Walter Bagehot Key Insights from Gallup on American Investment Preferences There is an intriguing disconnect between the general population’s sentiment and the seemingly robust economy. While the … Continue reading →

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COTD: Chips Ahoy!

Posted on June 10, 2024 by macromon

COTD = Chart of the Day …the largest [new semi fabs] of which are planned in Arizona, New York, Ohio, and Texas—are expected to create jobs and boost domestic production of semiconductors. However, the industry faces challenges in recruiting and … Continue reading →

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