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Author Archives: macromon
Masters Week: WWII German POWs At Augusta, WTF?
BFTP: Blast From The Past This post is a favorite of GMM readers. Go Rory! Originally Posted on April 8, 2013 Answer to yesterday’s Masters quiz question: Anthony Kim posted 11 birdies in the second round of the 2009 Masters. … Continue reading
Global PMIs: Who’s Expanding, Who’s Contracting
The manufacturing purchasing managers’ indices (PMI) just dropped. The chart below illustrates which countries’ manufacturing sectors are expanding and which are contracting. The data are soft, derived from surveys, not hard numbers. Reading through the PMI reports, a recurring theme … Continue reading
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Where Not To Have A National Bank Run
Stare, or should we say, “glare” at the following chart from the 2022 Swiss National Bank (SNB) Financial Stability Report, then you decide. The chart is an update from an earlier post, which included an outdated version. The SNB also … Continue reading
The End Of Cheap Chinese Labor | PolyMatter
Excellent video on China’s demographic bomb. An outsized cerebral return on your 15-minute investment. Must view, folks.
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Global Macro Monitor 