-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 3,460 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Portolio
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Category Archives: Economics
The Great Reset: “Saluta la signora Mussolini, il nuovo PM d’Italia”
As Wall Street whines about the Fed and seems to only care about getting stock prices higher, very few people we know can connect the dots and understand that the world economy and the post-war global geopolitical order, for that … Continue reading
Posted in Economics, Global Reset, Inflation/Deflation
31 Comments
The National Football League (NFL) Is A Socialist State
Shhhh, don’t tell the Dallas Cowboy fans! Old Gold Post We are reposting the following more than decade-old piece as the football season is about to get underway in a few weeks. We had no idea the Rams would move … Continue reading
Posted in Economics, General Interest, Sports
Tagged Golf, Handicaps, Los Angeles, NFL, Rams, Sports Payrolls
8 Comments
The Over/Under On The CPI Number
The BLS reports CPI inflation tomorrow with the expectations of the print in the above table. We are taking the under on the overall consensus expectation of 1.1 percent and the over on the core of 0.5 percent. All based … Continue reading
Posted in Economics, Inflation/Deflation, Uncategorized
Leave a comment
Call The Repo Man
Does anybody remember this cult classic? Looks like he will soon be back in action with a vengeance: A record share of new car shoppers are being saddled with monthly payments topping $1,000, according to June data from Edmunds. That’s higher than the … Continue reading
Posted in Disinflaton, Economics, Inflation/Deflation
Tagged Car payments, Used Cars
Leave a comment
History’s Biggest “Butterfly Effect” Occurred On This Day
Originally Posted on June 27, 2017 by macromon The butterfly effect is the concept that small causes can have large effects. Initially, it was used with weather prediction but later the term became a metaphor used in and out of … Continue reading
Posted in Economics, Geopolitical, Uncategorized
Tagged Butterfly Effect, Franz Ferdinand, World War I
16 Comments
Economic Outlook
I am out of the country and thought you might be interested in my economic presentation prepared for a European manufacturing trade group (note the European bias and context). Click here to view the full presentation. A loud shoutout to … Continue reading
Posted in ECB, Economics, Euro
Leave a comment
On This Day: One Wrong Turn & History’s Biggest “Butterfly Effect”
One wrong turn, one small change in initial conditions can change the course of history enormously. Even very true on a personal basis. #CKStrong Originally Posted on June 27, 2017 The butterfly effect is the concept that small causes can have … Continue reading
Posted in Economics, Geopolitical, Uncategorized
Tagged Butterfly Effect, Franz Ferdinand, World War I
1 Comment
U.S. Approaches Adult Herd Immunity
I am asking GMM readers to send thoughts, prayers, postive energy or whatever you got to our beloved Carol K., GMM’s Chief Money Printer, as she battles a serious illness in Boston. She’s the best, we’re hoping for the best, … Continue reading
Posted in COVID, Economics, Uncategorized
3 Comments
Getting Back Pre-COVID GDP Levels
Nice chart from Bloomberg. Chile’s almost there, baby! h/t CK The U.S. may be. If Q1 GDP grew at an annualized compounded rate of 10.2 percent (2.45 percent q/q), the U.S. economy will back to its pre-COVID end of quarter … Continue reading
Posted in Economics, Emerging Markets
1 Comment
Stocks On A Long Monetary Leash
M2 Money Stock – Weekly % Year-on-Year Change Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. Not so stunning to see the stock market mania being led and fueled by … Continue reading
Posted in Coronavirus, Economics, Uncategorized
Tagged Bubble, COVID, Economy, Inflation, Money Supply, Stocks, U.S. GDP
1 Comment