Author Archives: macromon

The Two Futures Of Crypro | Big Think

Posted on October 16, 2022 by macromon
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Friday CK Chart Fest – October 14th

Posted on October 13, 2022 by macromon

Inflation Remains Elevated Producer Prices Bounce Back Pepsico’s Inflation Driven Revenue Growth   Auto CapX In The U.S. Largest On Record Taiwan Semi Cuts Q4 CapX Estimates & Inventories Intel’s Wild Ride Mortgage Refinancing Bear Market Global Fiscal Balances  Social … Continue reading →

Posted in Charts | 1 Comment

QOTD: Argentina-esque Inflation

Posted on October 12, 2022 by macromon

QOTD: Quote of the Day Though not the norm in the U.S., this is the type of inflation I saw in Argentina in the late 1980s for almost all goods and services and is unlikely to be the convention here … Continue reading →

Posted in Uncategorized | 4 Comments

Treasury Market: Factor Update

Posted on October 10, 2022 by macromon

We have updated the data we promised in our recent post of a repost, Where The Next Financial Crisis Begins. Our narrative for why the Treasury market is convulsing with a lack of liquidity is that the largest buyers of … Continue reading →

Posted in Uncategorized | 1 Comment

Friday CK Chart Fest – October 7th

Posted on October 8, 2022 by macromon

Continued Strength U.S. Labor Market Global Growth Projections Credit Party Is Over Korea’s Power Generation  Stepping On The Gas Inflation Chips Dip Conservative Mrs. Watanable

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Nonlinear Thinking: Surfing Wave Energy

Posted on October 6, 2022 by macromon
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Where The Next Financial Crisis Begins

Posted on October 6, 2022 by macromon

Our good friend, King David, just forwarded this Bloomberg headline to remind us of a post we made back in 2018, which we have reposted below.  Maybe, or maybe not, but you should have the following analysis in your quiver, … Continue reading →

Posted in Black Swan Watch, ECB, Fed, Uncategorized | Tagged , , | 1 Comment

U.S. To Annouce New Limits On China Chips

Posted on October 4, 2022 by macromon
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Seriously? Swissie a Safe Haven During a Banking Crisis?

Posted on October 3, 2022 by macromon

Repost of an oldie but goldie, (as in a decade old), especially relevant given the rumors in today’s market.  Here’s to hoping the policymakers have rectified some of the issues, but in our experience goveventments are reactive to a crisis … Continue reading →

Posted in Black Swan Watch, Currency, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

This Quarter Was Different: The Big Reversal

Posted on October 1, 2022 by macromon

We’ve been all over the “Big Reset,” which is upending many things.  It’s disheartening to hear most of the Street analysts speak as if nothing has changed but prices.  All things as we have known and have become comfortably numb … Continue reading →

Posted in Equities, The Big Reset | Leave a comment