Category Archives: Politics

QOTD: Where Are They?

Posted on March 17, 2018 by macromon

“There are no grown ups in the room.” – Chris Whipple,  March 17

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Why Mexicans support hard-left challenger Amlo – FT

Posted on March 15, 2018 by macromon

General elections will be held in Mexico on 1 July 2018.  Voters will elect a new president by plurality in a single round of voting to serve a six-year term. What do Mexicans make of the frontrunner hard-left candidate in the July presidential election, Andrés Manuel López Obrador … 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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The Big Blue Wave Looms

Posted on March 13, 2018 by macromon

Is that Conor Lamb on his Hobie?   By the way,  he will be one of only six millennials in the U.S. Congress.  Fresh. Results of Pennsylvania 18th Special Congressional Election  Not definitive yet and much, much tighter than we thought.  … Continue reading →

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Watch This Space…

Posted on March 13, 2018 by macromon

Today’s special congressional election in Pennsylvania’s 18th could move markets, and we doubt it is central to traders radars.  Trump won this district by over 20 percent in 2016. The Democrat, Conor Lamb,  has pulled ahead in the latest poll and owns … Continue reading →

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10 Reasons Why The U.S. Can’t Be Nordic – NR

Posted on March 12, 2018 by macromon

The debate begins and the right pushes back in this article.  We were out there first not with a normative argument but with positive analysis on what we see coming.  See here, here, here, and here. Ten Reasons We Can’t, and Shouldn’t, … Continue reading →

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As We Were Saying…

Posted on March 9, 2018 by macromon

…yesterday on politics driving the tariff  “proclamation.” It is All Politics Note, today’s announcement on tariffs was a proclamation, not even a legal document.   Only words, and we know, for certainty, with this president, words can mean whatever he wants … Continue reading →

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Why ‘Deaths of Despair’ May Be a Warning Sign for America

Posted on March 9, 2018 by macromon

I do worry about a world where the rich get to write the rules which the rest of us have to obey……We might be on the edge of a precipice. – Angus Deaton  Must view.  Confirms our view of a … Continue reading →

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Wealth Inequality In the United States

Posted on March 7, 2018 by macromon

This is not a chart that generates confidence in future political and social stability.   It looks like the jaws of a Great White ready to bite someone in the arse. Clearly a contributing factor in the rise of populism and anti-elitism, … Continue reading →

Posted in Economics, Politics, Poverty, Uncategorized | Tagged , | 13 Comments

Gary Cohn Out

Posted on March 6, 2018 by macromon

Buckle up, folks….. BREAKING: Gary Cohn resigns – NY Times https://t.co/jn8limUSe7 — CNBC Now (@CNBCnow) March 6, 2018

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