Category Archives: Policy

Semiannual Monetary Policy Report to the Congress

Posted on February 27, 2018 by macromon

February 27, 2018 Semiannual Monetary Policy Report to the Congress Chairman Jerome H. Powell Before the Committee on Financial Services, U.S. House of Representatives, Washington, D.C. Chairman Hensarling, Ranking Member Waters, and members of the Committee, I am pleased to … Continue reading →

Posted in Fed, Monetary Policy, PMIs, Policy, RSIs, Sector ETF Peformance, Sports, Uncategorized | Tagged , | Leave a comment

QOTD: Bad Politics And Immorality Of “Watch It Fail”

Posted on July 18, 2017 by macromon

Even conservatives are coming around to my ideas in the last post on health care. A “watch it fail” approach to Obamacare, when the crisis is real and the consequences for poor children are so enormous, is not just bad politics; … Continue reading →

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

A Country Off Sides Politically

Posted on March 27, 2017 by macromon

Is it just us or do you feel the same political angst that seems to be pervasive throughout the country that we do?   Things not only feel surreal but there seems to be a prevailing sense of eeriness haunting our … Continue reading →

Posted in Policy, Politics | Tagged , , | 1 Comment

A Few Thoughts On Why Health Care Went Down

Posted on March 25, 2017 by macromon

OK, comrades, let’s check our partisanship at the door and deal with some real analysis on the health care bill that just went down in flames. Here are a few of our thoughts on why the Trump/Ryan healthcare bill to … Continue reading →

Posted in Policy, Politics, Uncategorized | Tagged , | 16 Comments

America-first and the dollar-yen trade – FT

Posted on January 23, 2017 by macromon

The FT’s Leo Lewis looks at how uncertainty over US President Donald Trump’s America First policy affects the dollar-yen currency trade. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

Posted in Japan, Policy, Politics, Uncategorized | Tagged , , , | Leave a comment

2017 Annual Forecast Preview – Stratfor

Posted on January 5, 2017 by macromon

Stratfor Vice President of Global Analysis Reva Goujon highlights the key geopolitical trends for the coming year. For more analysis, visit: http://www.Stratfor.com

Posted in Economics, Policy, Politics, Uncategorized | Tagged , | 2 Comments

The biggest moment of 2017: Donald Trump’s inauguration – Economist

Posted on January 1, 2017 by macromon

Published on Dec 30, 2016 On January 20th 2017, the eyes of the world will be on Donald Trump as he takes the oath of office and is sworn in as America’s 45th president. The political tremors will reverberate around … Continue reading →

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

Mr. “King Dollar” Takes The CEA

Posted on December 15, 2016 by macromon

Congrats to Larry Kudlow,  a good guy (though a supply side ideologue),  as reports pour in that President-elect Trump will appoint him to head up the Council of Economic Advisors (CEA). He has always advocated a strong dollar, or “King … Continue reading →

Posted in Economics, Economist, Fiscal Policy, Monetary Policy, Policy, Uncategorized | Tagged , , | Leave a comment

The Economist Gets It…

Posted on January 5, 2013 by macromon

That is, why governments need asset bubbles as the average real wage falls.   See our post, America’s Bubble Dependent Economy. This also goes a long way in explaining the reelection of President Obama even with stubbornly high unemployment and a weak … Continue reading →

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

The Most Corrupt Governments

Posted on December 5, 2012 by macromon

Transparency International is out with their Corruption Perceptions Index ranking governments on a scale 0 (highly corrupt) to 100 (very clean). The Corruption Perceptions Index scores countries on a scale from 0 (highly corrupt) to 100 (very clean). While no … Continue reading →

Posted in Geopolitical, Policy, Politics | Tagged , , | 2 Comments