Category Archives: Geopolitical

The action-movie trailer Trump played to Kim Jong-un

Posted on June 12, 2018 by macromon

If only it were as easy as in the movies… Reporters were shown a video ahead of Donald Trump’s press conference in Singapore, which the US president said he had played it to Kim Jong-un and his aides toward the … Continue reading →

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De-escalation Of Tensions

Posted on June 11, 2018 by macromon

Always a good thing.  Here’s to hoping that the lives of our Korean brothers and sisters both in the north and south will improve dramatically with respect to a lasting peace and standard of living. Nothing’s gonna stop them now. … Continue reading →

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NorKo summit: What denuclearisation means

Posted on June 9, 2018 by macromon

Washington is pushing for the complete, verified and irreversible dismantlement of North Korea’s nuclear capabilities. Achieving this would require much more than the removal of weapons ► Subscribe to FT.com here: http://bit.ly/2GakujT

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The Upheaval in Central America – Project Syndicate

Posted on May 19, 2018 by macromon

The macro swans continue (swans = crows in this video) to gather. Social and political upheaval in Central America – in particular, Guatemala, Honduras, and Nicaragua – is sending many north in search of a better life. The region’s current … Continue reading →

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Prepare For Much Higher Long-Term Rates

Posted on May 3, 2018 by macromon

There has been a huge drain of liquidity from the U.S. Treasury market over the past few years, and may signal a structural change to how the United States finances budget deficits. The government will always find a way to … Continue reading →

Posted in Bonds, Charts, China, Credit, Geopolitical, Interest Rates, Sovereign Debt, Uncategorized | Tagged , , , | 36 Comments

Trump Says Unified Korea Could Happen

Posted on April 28, 2018 by macromon

Do you think President Trump has consulted with President Xi about a unified Korea? It is highly doubtful China will allow a unified Korea, one under Western influence. Different Scenarios Our best case scenario is the South and North move … Continue reading →

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This Is NOT The Reagan Stock Market

Posted on April 23, 2018 by macromon

Facts do not matter anymore.  Opinions are now facts.  We truly live in dangerous times. Reagan And Trump Stock Market We were stunned by an article posted on the CNBC website over the weekend, The Trump stock market looks a … Continue reading →

Posted in Equities, Geopolitical, Uncategorized | Tagged , , | 18 Comments

Are we heading for a third world war?- BBC News

Posted on April 12, 2018 by macromon

We asked foreign policy experts around the world whether we are heading for a third world war. Producer Tobias Chapple Please subscribe HERE http://bit.ly/1rbfUog

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Ex-CIA analyst on risks of Trump-Kim talks – FT

Posted on April 11, 2018 by macromon

Sounds like the issue is to overcome what appears to be irreconcilable expectations. Former CIA analyst Sue Mi Terry says the biggest risk of the upcoming summit between US President Donald Trump and North Korean leader Kim Jong Un are … Continue reading →

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Tweet of the Day: Russian Sanctions

Posted on April 9, 2018 by macromon

Russia's RTS index in USD fell 11.4% today. https://t.co/dPvacU0N7k — Anders Åslund (@anders_aslund) April 9, 2018 Word from a businessman in Moscow today: "the sanctions have hit home to say the least. There is a sense of confused panic here. … Continue reading →

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