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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Category Archives: Charts
Highest Paid Public-Sector Employee In Each State
Though the following map doesn’t surprise us, it is a bit disheartening to see where our priorities lie. Panem et circenses (bread and circuses), baby, even at the public Academy! If the data are true, there are only nine states in … Continue reading
Posted in Charts, Demographics, Uncategorized
Tagged Highest Paid Public Sector Employee By State
1 Comment
What Keeps The Credit Markets Up At Night
Credit investors rank their concerns, which are almost identical to ours. That makes us a little nervous to be bearish. Prefer to catch the off-radar incoming. Hat Tip: Chi @chigrl
President Trump Is Not Your Father’s Conservative
Summary The U.S. government’s cumulative monthly deficits in the first 29 months of the Trump Administration has almost doubled from the prior 29 months The sum of monthly deficits totaled $1.08 trillion during the period Sep. ’14 to Jan ’17 … Continue reading
Posted in Budget Deficit, Charts, Uncategorized
Tagged Budget Deficits, President Obama, President Trump
4 Comments
Beware Of Retrofitting Fundamentals To Price Action
See our post, Newton’s Q1 Law Of Motion For The S&P, by clicking here The past few weeks were a classic exercise in how markets tend to “retrofit” price action to their expectations of economic fundamentals and illustrates the … Continue reading
Who Is Funding The U.S. Budget Deficit?
Here is a little teaser for our coming post on the Treasury market, which should be out tomorrow. The latest data is from the Flow of Funds just posted by the Federal Reserve Board (FRB). Note, less gold (Fed) and … Continue reading
Posted in Capital Flows, Charts, Debt, Fiscal Policy, Politics, Uncategorized
Tagged Central Banks, Deficits, QE, Who is Funding the budget deficit
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Italy’s North-South Economic Divide – France24
Italy 10-year closed at 1.88 percent today, 6.7 bps wider versus the 10-year bund for the week, but still 14 bps tighter year-to-date. The Italian 10-year government bond is 112 bps through the U.S. 10-year note yield, and the country … Continue reading
Posted in Bonds, Charts, Interest Rates, Italy, Uncategorized
Tagged bonds, Italy, Politics
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Prepare For Much Higher Long-Term Rates
There has been a huge drain of liquidity from the U.S. Treasury market over the past few years, and may signal a structural change to how the United States finances budget deficits. The government will always find a way to … Continue reading
Posted in Bonds, Charts, China, Credit, Geopolitical, Interest Rates, Sovereign Debt, Uncategorized
Tagged Capital flow, Greenspan, Interest rates, U.S. Treasury bonds and notes
36 Comments
Week In Review – February 2
No poetry, no prose in the Week In Review. We gave you plenty to munch on this past week and today is a holy day, Super Bowl Sunday. We posted many warnings about the events of last week and how … Continue reading
Supply (lack of ) Driven Bull Market
I had an interesting conversation with an economist friend this morning about inflation and excess capacity. He sees no evidence of excess capacity in the U.S. economy, including the service sector, where he cannot find, say, a plumber for hire … Continue reading
Posted in Charts, Equities, Inflation/Deflation, Uncategorized
Tagged Asset Markets, Buybacks, IPOs, Stocks, Wages
1 Comment
Global Macro Monitor 