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Category Archives: Economics
Karl, The Comeback Kid?
Why do we think the world is about to see the resurrection of the “comrade culture club” over the next ten years? Make no mistake; there will be a visceral political reaction to the coming acceleration of labor disrupting technology. … Continue reading
Posted in Economics, Politics, Uncategorized
Tagged Nordic capitalism, Nordic socialism, The Young Karl Marx trailer
40 Comments
Fate of ‘Dreamers’ and US border wall in doubt – FT
Efforts to reach a US immigration deal suffered a major setback as Senate failed to approve a bipartisan plan that would have granted legal status to unauthorised immigrants known as Dreamers ► Subscribe to FT.com here:http://bit.ly/2GakujT
Is This Why The Dollar Is Tanking?
Some nasty polling data out of Gallup about American global leadership that may explain, in part, the dollar’s weakness, which is surprising to many given the strong economic data and ebullient equity markets. We thus suspect the weak Dixie is … Continue reading
Posted in Dollar, Economics, Politics, Uncategorized
Tagged Gallup World Poll, U.S. World Leadership
13 Comments
World’s Fastest Growing Economies In 2018
We have updated with the latest 2018 and 2019-20 average annual forecasts and ranked the world’s country 2018 GDP forecasts in our ginormous table below. The data are from the October 2017 IMF’s World Economic Outlook. The forecasts probably underestimate … Continue reading
Ten Year Expected Returns
Ten Year Expected Returns. Nominal returns expected for the next decade, based on valuations model, see best opportunities in the depressed $EEM stock space with an 8% return.$SPY stocks are priced at 2.6% for the next 10 years while $EFA … Continue reading
Posted in Bonds, Economics, Equities, Uncategorized
Tagged Ten Year Expected Returns, Valuation
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Tweets of the Day: Trickle Down
And that's also where the phrase "for the birds" comes from, because some of the seeds go through undigested, and birds eat them. So the meaning of that phrase is that while a subject might have some value, what you … Continue reading
Manhattan Retail: The New, New Rust Belt
We’re reposting our piece from November 2017 on the retail space in Manhattan along with a recent video Tweet we found today, which is un-fricking-believable. Who is holding the mortgages on these buildings and why isn’t it making headlines or … Continue reading
The Ease of Doing Business Index
We have put together the following ginormous country table of “The Ease of Doing Business” for each of the world’s economies. The data is from the World Bank and looks at the 11 indicators listed in the below table. First … Continue reading
COTD: Emerging Markets Are The Future
In case you missed it, emerging market and developing economies, based on purchasing power partity international dollars, now exceed the advanced economies (AEs). They crossed the Rubicon in 2007 and even excluding China will exceed in the AEs next year … Continue reading
Posted in Charts, China, Economics, Uncategorized
Tagged Advanced Economies, Emerging Markets, GDP, Purchasing Power Parity
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The Emerging Markets 30-30 Club
Demographics are destiny and increasingly becoming the defining narrative of the global economy. Japan’s aging population is blamed for much of the country’s economic woes. Doomsters predict economic Armageddon as the world goes gray. We put together a nice data … Continue reading
Posted in Demographics, Economics, Uncategorized
Tagged 30-30 Club, Country median age, Economic Growth, Emerging Markets, Global Demographics
1 Comment
Global Macro Monitor 