Category Archives: Geopolitical

Potemkin Trade Deals

Posted on March 28, 2018 by macromon

What a farce. Why not just negotiate an increase in Korean imports of American flying cars and call it a victory?  Nothing here.  Move on. South Korea, meanwhile, negotiated a permanent steel-tariff exemption in exchange for allowing additional U.S. auto … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 28 Comments

Unmoored & Rudderless Stock Market

Posted on March 28, 2018 by macromon

Didn’t today’s market feel like a rudderless sailboat ripped from its mooring and blown about by random gusts of wind (algos)?   We count the Dow crossed the unchanged line at least thirty times today. The generals have have been taken … Continue reading →

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“Many Chinese Would Like To Teach [Trump] A Lesson”

Posted on March 27, 2018 by macromon

Yikes!  Nasty rhetoric from a newspaper under the auspices of the People’s Daily. Me thinks Trump & Co.  are going to be played by Xi & Co. like a Chinese fiddle. China already perceives the Trump Administration as a Paper Tiger. … Continue reading →

Posted in China, Geopolitical, Uncategorized | Tagged , , | 16 Comments

China calls on WTO members – EuroNews

Posted on March 26, 2018 by macromon

Beijing urges them to oppose U.S. tariffs targeting China’s alleged theft of intellectual property.… READ MORE : http://www.euronews.com/2018/03/26/ch…

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Send In The Neocons

Posted on March 22, 2018 by macromon

Not a surprise, but still troubling.  Totally inconsistent with President Trump’s view on the Iraq War. I am pleased to announce that, effective 4/9/18, @AmbJohnBolton will be my new National Security Advisor. I am very thankful for the service of … Continue reading →

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The Mother Of All Political Risk

Posted on March 15, 2018 by macromon

This would definitely destabilize the “American Street.” This is RUMINT, but pretty credible RUMINT: Trump preparing to fire Sessions, name Pruitt Acting AG (which he can be since he already holds a Senate confirmed position), and Pruitt fires Mueller. And … Continue reading →

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Now This Will Be Interesting….

Posted on March 8, 2018 by macromon

Think “disarm” is the key, which is missing. Thank goodness they’re talking, however, but not going to get lathered up just yet. Didn’t the special envoy,  Jimmy Carter,  meet with the father in 2010? EXCLUSIVE Sr US official tells me S … Continue reading →

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World’s Fastest Growing Economies In 2018

Posted on January 8, 2018 by macromon

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 →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , , , , | 2 Comments

Real Interest Rates Not So Real – BIS

Posted on December 21, 2017 by macromon

The Bank of International Settlements (BIS) is out with a very interesting piece, Why so low for so long? A long-term view of real interest rates?, by Claudio Borio, Piti Disyatat, Mikael Juselius and Phurichai Rungcharoenkitkul. The basic premise is … Continue reading →

Posted in Bonds, Geopolitical, Monetary Policy, Uncategorized | Tagged , , | 1 Comment

Trannies Reclaim 200-day, KOSPI Bounces

Posted on August 29, 2017 by macromon

All the major U.S. stocks indices recovered from steep losses, and then some, after the North Korean missile test, though decliners slightly outpaced advancers on the NYSE. The Dow Transports, which led the recent bout of volatility, reclaimed its 200-day … Continue reading →

Posted in Equities, Geopolitical, Uncategorized | Tagged , , , | 2 Comments