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Author Archives: macromon
The Best MLK Weekend Of All-Time
We are reposting a repost of a post in honor of Dr. King, one of our greatest Americans, a true patriot, and a modern-day saint. Originally Posted on January 21, 2019 During my Lehman days as a bond strategist, the firm’s … Continue reading
Posted in Politics, Uncategorized
Tagged Ebenezer Baptist Church, King Center, Martin Luther King
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Shipping Rates, Excess Demand, & Inflation
Shipping rates are a real-time indicator of excess demand and are down yuuge, now 93 percent lower than the September 2021 peak. We have always maintained that the inflation the economy is/has experienced has primarily been driven by excess demand … Continue reading
Posted in Uncategorized
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QOTD: Human Capital Formation
QOTD = Quote of the Day h/t: Donna Brazilie
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QOTD: China’s Wild Horses
After Chinese tech giants, Alibaba Group Holding Ltd. and Tencent Holdings Ltd., experienced their first-ever quarterly revenue drops and cut jobs by the thousands in 2022, hear this: Xi Jinping has tamed the wild horses of the private sector… But the problem is … Continue reading
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Global Macro Monitor 