Category Archives: Politics

Beware Shorting Impeachments

Posted on May 18, 2017 by macromon

We’ve analyzed the behavior of the S&P500 during the Watergate impeachment hearings and the Clinton impeachment.  If you’re shorting risk markets solely based on speculation that President Trump may be impeached, maybe you should think again. Let’s first look at … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged , , | 10 Comments

COTD: U.S. Population By County Size

Posted on May 14, 2017 by macromon

Wow!  More than half of the U.S. population lives in only 144 counties or just about 4.5 percent of the total number of counties throughout the United States. Keep that context when you see one of these political maps.

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Now We Worry

Posted on May 9, 2017 by macromon

The way, the why, the timing of the firing of FBI Director,  James Comey, baffles us.   No partisanship here,  however. But now we worry.   We wrote in February, When we held positions overnight on Wall Street, we used to … Continue reading →

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

Will France Launch The Molotov Cocktail?

Posted on April 22, 2017 by macromon

The Oat-Bund 10-year spread came in almost 10 bps last week.  The Euro rallied a little over 1 percent. A disillusioned and highly undecided French electorate head to the polls tomorrow to choose the two candidates (unless one wins an … Continue reading →

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The Great Recession, Debt Growth, and Economic Policy

Posted on March 30, 2017 by macromon

Look no further than the latest Flow of Funds data from the Federal Reserve Board to get a snapshot of what’s happened in the U.S. economy during the new millennium. Because “credit is the mother’s milk of the economy” let’s … Continue reading →

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

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

French Oat-German Bund 10-year Spread

Posted on March 25, 2017 by macromon

The Oat-Bund spread came in 8 bps last week probably on the back of a new poll showing the centrist. Emmanuel Macron, gaining ground. Macron is opening it up in second round polling, 30 points ahead of Le Pen,  but … Continue reading →

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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

French Oat-German Bund 10-year Spread

Posted on March 18, 2017 by macromon

But our sense is and what we are seeing in the European street is that these countries are repelled and more willing to run away from Trump rather than attracted to and running to him. –  Global Macro Monitor,  February … Continue reading →

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French Oat-German Bund 10-year Spread

Posted on March 11, 2017 by macromon

The 10-year France-German bond spread widened a couple basis points this past week, probably due to a general repricing in sovereign bonds in the euro zone on the back of Mario Draghi’s perceived hawkish statements at the ECB meeting on … Continue reading →

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