Author Archives: macromon

What’s The Probability Of This Event?

Posted on March 24, 2021 by macromon

Incredible video. The Big Unit snares a seagull 20 years ago today. Take a guess on the empirical probabliity? Let’s do a calcuation based on these assumptions: Very few other occurances of a picther nailing a bird. Let’s assume three … Continue reading →

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The Largest U.S. Cities by Population from 1790 to 2020

Posted on March 23, 2021 by macromon

Interesting graphic.  Watch Detroit and L.A.’s sharp ascent starting in the 1920s, which illustrates the auto industry’s outsize impact on the urban demographics.   Also, San Francisco’s ascent during/after the Gold Rush in the 1850s.

Posted in Demographics | Tagged | Leave a comment

How AI Will Entertain Us

Posted on March 19, 2021 by macromon

Must view videos, folks.  Stunningly entertaining.

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Happy St. Patrick’s (Maweyn Succat) Day!

Posted on March 17, 2021 by macromon

Blast From The Past (BFTP). Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in Britain around the turn of the … Continue reading →

Posted in Bonds, General Interest, Picture of the Day, PIIGS | Tagged , , , , , , | 1 Comment

The Macro Factors Driving The Covid Economy In Two Charts

Posted on March 8, 2021 by macromon

Here’s a couple of interesting and surprising charts, which explain what has been driving the COVID economy and why the U.S. economy is set up for monster growth over the next few quarters. When the economy fully reopens, we suspect … Continue reading →

Posted in Disinflaton, Inflation/Deflation | Tagged , , | 18 Comments

Why This QE Is Different In One Chart

Posted on February 25, 2021 by macromon

Robin Hood traders don’t bother reading. The latest round of central bank balance sheet expansion, which will reaccelerate soon as Biden’s COVID bill is passed, needs some context. By the way, we did some rough approximations late last night and … Continue reading →

Posted in Monetary Policy | Tagged | 3 Comments

Global Fixed-Income Market

Posted on February 25, 2021 by macromon

US Fixed Income Markets vs. Rest of World The U.S. fixed income markets are the largest in the world, comprising 40.0% of the $114 trillion securities outstanding across the globe, or $46 trillion (as of 2Q20). This is 2.0x the … Continue reading →

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The Global Semiconductor Shortage

Posted on February 23, 2021 by macromon

As the coronavirus crisis reshapes supply and demand, chip companies are scrambling. And if there’s an industry that can’t simply ramp up production in a hurry, or ask clients to do without their product for a while, or shift around … Continue reading →

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Republicans Attack Dogs

Posted on February 22, 2021 by macromon

Couldn’t decide on the title of this post: Republicans Attack Dogs or Republican Attack Dogs?   Went with the former to mock the SOS from the GOP.  Same MO different President. It’s not surprising that a man called Saint Bernard once … Continue reading →

Posted in Politics | Tagged | Leave a comment

Ready For 4 Percent CPI By Mid-Year?

Posted on February 9, 2021 by macromon

Starting to hear lots of talk about inflation these days, something we have been seeing in the pipeline for the past six months. Input price inflation accelerated to a near-decade high in January. Costs increased to the greatest extent since … Continue reading →

Posted in Employment, Equities, Inflation/Deflation | Tagged , , , | 29 Comments