Category Archives: Economics

Protecting Workers Without Tariffs | Robert Shiller

Posted on September 30, 2018 by macromon

Published on Sep 24, 2018 Why do so many Americans support the US-initiated trade war that Donald Trump is pursuing? The most likely reason stems from the job insecurity that free trade often creates, which is why governments must find … Continue reading →

Posted in Economics, Trade War | Tagged , | 1 Comment

Dalio on Turkey, Argentina, and the Next Economic Downturn

Posted on September 15, 2018 by macromon

Sep.12 — Ray Dalio, co-chairman and founder at Bridgewater Associates, examines the crises is Turkey and Argentina and explains his expectations for the next economic downturn. He speaks with Bloomberg’s Erik Schatzker on “Bloomberg Daybreak: Americas.”

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Consequences Of Jack Asset Monetary Policy

Posted on September 12, 2018 by macromon

You have to own assets to make it in the New Economy.   Pity the younger generations. Check out the growing wealth disparity in the below chart, which is clearly the result of monetary policy. The Fed’s increasing reliance  on the … Continue reading →

Posted in Economics, Monetary Policy, Uncategorized | Tagged , | 44 Comments

Charts That Count: QE QED

Posted on September 10, 2018 by macromon

Since the collapse of Lehman Brothers the story of the world’s attempts to stop the financial crisis turning into a Great Depression has been dominated by central banks’ balance sheets. John Authers describes how this averted total disaster and sparked … Continue reading →

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Midterm Political Economy Rorschach Test

Posted on September 10, 2018 by macromon

President Trump and President Obama were in a big pissing match over the weekend on who should get credit for the current healthy economy. Take our Rorschach Test by viewing the inkblots economic charts and you decide.   Then take the … Continue reading →

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How Fibonacci Ratios Govern the Stock Market

Posted on August 29, 2018 by macromon

The Fibonacci sequence provides the mathematical basis of the Wave Principle. The stock market’s price pattern builds fractally into similar patterns of increasing size. Familiarity with these patterns can prove highly useful to investors.  –  Elliott Wave International  

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Fading Fangs

Posted on August 28, 2018 by macromon

Traditionally,  the generals are shot last. Untraditional  times as markets continue to rise to infinity and beyond, Buzz! Hat Tip:  Tom McClellan  @McClellanOsc  

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Event Risk Radar

Posted on August 28, 2018 by macromon

Nice chart from Nomura on the event risk timeline. Why worry about event risk, the market goes up everyday?   Now more than ever. Hat Tip:  Chris Weston   @ChrisWeston_PS

Posted in Daily Risk Monitor, Economics, Uncategorized | Tagged , | 1 Comment

The United States-Mexico Trade Agreement

Posted on August 27, 2018 by macromon

Another “Potemkin trade deal.” Nothing there and will not move the needle in bringing back jobs to the U.S., in our analysis. That is why, we believe,  the markets like it — little impact on profit margins and the prospect … Continue reading →

Posted in Economics, Trade War, Uncategorized | Tagged , , , | 12 Comments

How Experts and Analysts Reacted to the GDP Number | CNBC

Posted on July 29, 2018 by macromon
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