Author Archives: macromon

The Sixteen Trillion Dollar Woman

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Daily Risk Monitor – January 8

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U.S. Sector ETF Performance – January 8

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Five Good Reads

Did Soros Just Predict a China Crash? – Bloomberg “There is an unresolved self-contradiction in China’s current policies: restarting the furnaces also reignites exponential debt growth, which cannot be sustained for much longer than a couple of years,” Soros wrote… … Continue reading

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Three Fave Country ETFs

Our favorite country ETFs to start out the new year are Spain (EWP),  Mexico (EWW), and Korea (EWY). Spain has bolted out of the gates as the sovereign 10-year yield has fallen sharply, down 35 basis in just the first … Continue reading

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Daily Risk Monitor – January 7

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U.S. Sector ETF Performance – January 7

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Five Good Reads

Ken Wattret, economist at BNP Paribas, said: “It’s very worrying….The numbers enforce an existing theme: on both a headline and core basis, inflation in the euro area is uncomfortably low. And the trend is clearly downwards.” Core eurozone inflation falls … Continue reading

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Daily Risk Monitor – January 6

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U.S. Sector ETF Performance – January 6

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