Category Archives: Economics

The Obama Economy

Posted on March 29, 2012 by macromon

Click graphic to enlarge and for better resolution. (click here if graphic is not observable)

Posted in Economics, Policy, Politics | Tagged , , | Leave a comment

Where Now, Dr. Copper?

Posted on March 28, 2012 by macromon

In prior posts we’ve noted copper is key to divine where the Chinese and global economy are headed.  It was down almost 2 percent today and at key short-term support and its 200-day moving average.  It’s tracing out a descending … Continue reading →

Posted in Commodities, Economics | Tagged , , | 1 Comment

Watch Dr. Copper

Posted on March 25, 2012 by macromon

Copper is at a key level and its direction may indicate where global equity and risk markets are headed in the next few weeks.  A break through short-term support may signal deeper problems in China’s economy. We’re pretty bearish short-term … Continue reading →

Posted in Black Swan Watch, China, Commodities, Economics | Tagged , , | Leave a comment

Is Inflation Driving the U.S. Wealth/Income Gap?

Posted on March 22, 2012 by macromon

The bears video got us motivated to put together a chart of the S&P500 and gas prices over the past year.   It’s stunning, though not surprising, to see how both series move together.   The two charts below help explain a … Continue reading →

Posted in Economics, Employment, Energy, Equities, Video | Tagged , , , | 12 Comments

China HSBC Flash PMI At 4-Month Low

Posted on March 21, 2012 by macromon

The HSBC Flash China Manufacturing PMI is showing further contraction. Could worries over China slowing, coupled with renewed jitters in Europe, be the catalyst for the long awaited correction in global equities?  That’s how we’re positioned, but recognize it’s a … Continue reading →

Posted in Black Swan Watch, China, Economics | Tagged , , , | Leave a comment

Ugly Chart Contest: Safe Haven Swan Diving

Posted on March 19, 2012 by macromon

There’s something happening here What it is ain’t exactly clear…. Everybody look what’s going down – For What It’s Worth – Buffalo Springfield,  circa 1967 The former safe havens – U.S. treasury bonds, gold, and the Japanese yen — have … Continue reading →

Posted in Black Swan Watch, Bonds, Currency, Dollar, Economics, Gold, Japan | Tagged , , , , , | 2 Comments

What’s Driving U.S. Inflation?

Posted on March 19, 2012 by macromon

The Consumer Price Index for All Urban Consumers (CPI-U) in the U.S. increased 2.9 percent in February before seasonal adjustment.  These BLS charts and table illustrate what is driving the increase. (click here is charts and table are not observable)

Posted in Economics, Inflation/Deflation | Tagged , , , | 1 Comment

China Development Forum 2012 Agenda

Posted on March 17, 2012 by macromon

“China and the World: Macro Economy and Structural Adjustment”. (click here for videos)

Posted in China, Economics | Tagged | Leave a comment

China Development Forum 2012: Christine Lagarde

Posted on March 17, 2012 by macromon

From the International Monetary Fund website: Opening Ceremony, China Development Forum 2012 Guest Speech by Christine Lagarde, IMF Managing Director Beijing, Sunday, March 18, 2012 As prepared for delivery Good morning. It is an absolute pleasure to be back in … Continue reading →

Posted in Black Swan Watch, China, Economics | Tagged , , | Leave a comment

‘Toon of the Day: “Less Doom, But No Boom”

Posted on March 15, 2012 by macromon

Nice ‘toon from the Economist.  They do a good job in the caption/story in summing up the current global macro environment.   Here’s the money quote, After so much gloom, it is hardly surprising that the world’s animal spirits are beginning … Continue reading →

Posted in Cartoon of the Day, Economics | Tagged , , | Leave a comment