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Author Archives: macromon
Global Manufacturing Sector Still Contracting
The global manufacturing sector remained mired in contraction at the start of the second half of the year. July saw output decline further as the downturn in new order intakes was extended to a thirteenth consecutive month. Manufacturing production decreased … Continue reading
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QOTD: Debt Downgrade
QOTD = Quote of the Day We’ve been sounding the alarm every month and were definitely a lone wolf. Deficits don’t matter…until they do. – GMM, May ‘23
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Does The Day Of Month Affect S&P Returns?
Yes. And it’s significant and intuitive. The table analyzes daily returns for the S&P500 since 1950 and illustrates the first of the month has returned on average 17.7 bps. That is 14 bps more than the daily average of 3.5 … Continue reading
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Welcome To The “Era Of Global Boiling”
Wow, climate change is one helluva a hot “Chinese Hoax.”
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The Fed Squeeze v. The Market Ease
We are amazed that even after over 500 bps of policy rate increases, financial conditions, as measured by the Chicago Fed’s NFCI, are as loose as they were back in March 2022, when the Fed Funds rate was around 25 … Continue reading
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Global Macro Monitor 