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Author Archives: macromon
Daily Risk Monitor – May 30
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
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The Fourth Revolution & Think Like A Freak
John Micklethwait & Adrian Wooldridge of the Economist magazine on their book, “The Fourth Revolution – The Global Race to Reinvent the State.” We conclude with Stephen Levitt & Stephen Dubner on their book, “Think Like A Freak.” – Charlie … Continue reading
Posted in Economics, Interviews
Tagged Adrian Wooldridge, Charlie Rose, John Micklethwait, Stephen Dubner, Stephen Levitt
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U.S. Sector ETF Performance – May 29
(click here if charts are not observable)
Daily Risk Monitor – May 29
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Larry Summers on inequality and Piketty – FT
There is an attempt to make capitalism more inclusive. But who is it excluding? John Authers asks former US treasury secretary Larry Summers if he agrees with Thomas Piketty’s thesis that inequality is increasing, and asks how capitalism can be … Continue reading
Posted in Uncategorized
Tagged FT, Inequality, John Authers, Larry Summers, Thomas Piketty
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U.S. Sector ETF Performance – May 28
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Daily Risk Monitor – May 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, Peformance, Stocks
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What Modi’s win means – Martin Wolf, FT
Narendra Modi has swept to power in the biggest elections India ‑ and the world – have ever seen. Martin Wolf, FT chief economics commentator, talks to John Authers about the critical questions for the country’s economy and the implications … Continue reading
Mood, momentum and Apple – FT
Good stuff. It is difficult to put a true value on a stock without being influenced by its price. Aswath Damodaran, professor of finance at NYU Stern Business School, tells John Authers that movements in Apple’s price and valuation create … Continue reading
U.S. Sector ETF Performance – May 27
(click here if charts are not observable)
Global Macro Monitor 