Category Archives: Coronavirus

America’s Bearish Day At The Beach

Posted on April 25, 2020 by macromon

Summary  We are growing increasingly bearish on America’s prospect to arrest the spread of COVID-19 due to growing restlessness over the shelter-in-place rules leading to quarantine fatigue, weak political leadership, and lack of uniform measures to mitigate the spread across, … Continue reading →

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The Macroeconomy and COVID-19

Posted on April 17, 2020 by macromon

Here’s some homework and learning material for the weekend from the Centre for the Study of Financial Innovation. I haven’t watched the video in full but George Magnus, who I worked with at UBS, is always a must listen and … Continue reading →

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How Coronavirus Broke the Global Economy – Bloomberg

Posted on April 14, 2020 by macromon

Bloomberg’s Stephanie Flanders speaks to U.S. economist Adam Posen and asks how governments and economists have measured up to the challenge of the coronavirus. Like this video? Subscribe to Bloomberg on YouTube: http://www.youtube.com/Bloomberg?sub_…

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How The Crisis Has Changed Consumer Spending

Posted on April 13, 2020 by macromon

  “This is the sharpest decline in consumer spending that we have ever seen,” said Luke Tilley, chief economist at Wilmington Trust. All of the charts in this article are based on a New York Times analysis of data from … Continue reading →

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Long Pitchforks And Water Cannons

Posted on April 11, 2020 by macromon

The juxtaposition of the following two tweets is absolutely stunning and just freaking… WOW! Potential Major Political Blowback  Can you imagine the political blowback that is coming if the economy doesn’t snap back soon as the levered bad actor oil … Continue reading →

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The Necessary Condition For Economic & Financial Recovery

Posted on April 5, 2020 by macromon

Futures up 700 points on a lot happy talk out POTUS presser this afternoon even though the Surgeon General stated earlier on the Sunday talk shows we are heading into Pearl Harbor.  The futures spike is the gift that keeps … Continue reading →

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Exponential Growth 201

Posted on April 3, 2020 by macromon

Here is a another lesson on exponential growth and a warning to states who are lulled into complacency with their relative low case rates. Reported US coronavirus deaths via @CNN: 4 weeks ago: 12 deaths3 weeks ago: 41 deaths2 weeks … Continue reading →

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Rosie The Riveter 2020

Posted on March 24, 2020 by macromon

America stepping up.   Go Rosie 2020! Rosie the Riveter was the star of a campaign aimed at recruiting female workers for defense industries during World War II, and she became perhaps the most iconic image of working women.  – History … Continue reading →

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Is America Already Waving The White Flag?

Posted on March 23, 2020 by macromon

We are now in this war. We are all in it- all the way. Every single man, woman, and child is a partner in the most tremendous undertaking of our American history. We must share together the bad news and … Continue reading →

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Should Trump Rename The 1918 Spanish Flu The Kansas Flu?

Posted on March 19, 2020 by macromon

What works for China works for Kansas, no?

Posted in Coronavirus, Uncategorized | Tagged | 1 Comment