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Author Archives: macromon
RIP GOAT of Macro
Stanley Fischer’s impact on our journey as economists is both profound and personal. From the moment we encountered his co-authored textbook Macroeconomics—a work that distilled the complexity of the dismal science into practical, accessible insight—Fischer became a silent guide along … Continue reading
Global Risk Monitor: Weekly Update – May 30
Global markets ended the month of May on relatively firm footing, with equity indexes rebounding modestly, inflation easing slightly, and consumer confidence stabilizing. However, beneath this surface calm lies a deeper undercurrent of concern—a growing alarm over sovereign debt and … Continue reading
Fiscal Scorecard: How COVID Torched the Budget
When President Donald Trump took office in January 2017, he inherited a relatively stable fiscal environment. The federal budget deficit stood at approximately $581 billion, or 3.05% of GDP—a level widely regarded as sustainable by historical standards. Ironically, that same … Continue reading
Memorial Day: France Still Weeps, We Should Too
Memorial Day, 2025 Remembering our fallen – the best of the best – in France. On this Memorial Day, let us pause—not just for a moment, but with full hearts—to remember the men and women who made the ultimate sacrifice. … Continue reading
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Tagged faith, family, grief, Jesus, life, Love, Memorial Day, writing
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Global Risk Monitor: Weekly Update – May 23
Last week’s Global Risk Monitor (GRM) warned of potential instability in global tariff negotiations, and unfortunately, those concerns proved prescient. Markets stumbled under the weight of fiscal volatility, erratic policy pronouncements, and renewed trade threats—all driven by the chaotic and … Continue reading
Notes from the U.S. Supply Chain – May 22
Manufacturers stocked up on inputs, generally citing concerns over potential tariff-related price increases and supply shortages, the latter reflected in suppliers’ delivery times lengthening in May to the greatest extent since October 2022. The increase in buying activity was the … Continue reading
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QOTD: Signals, Signals Everywhere
QOTD = Quote of the Day What a contrast between the current Citi CEO and the former who danced his bank over the edge and right into the Global Financial crisis. …if you’re looking for signals, they’re everywhere. Treasury yields … Continue reading
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Global Macro Monitor 