Category Archives: Politics

Romney’s Odds Ramp on Deteriorating Employment Data

Posted on June 1, 2012 by macromon

Check out the trading at Intrade right around the employment data released this morning.  The odds of Romney winning the November election ramped about 3 percentage points right after the jobs number was released. Rahm Emmanuel in an interview with … Continue reading →

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

Uneasy axis for Paris and Berlin

Posted on May 15, 2012 by macromon

(click here if video is not observable)

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Have Markets Priced the Presidential Campaign?

Posted on May 12, 2012 by macromon

It is our sense the conventional wisdom has assumed an Obama victory in November.  The polling shows a much closer race, in fact, a dead heat.  Romney has opened a 10 point lead among independents, who, on the margin, will … Continue reading →

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Athens still able to borrow despite political uncertainty

Posted on May 8, 2012 by macromon

Here’s an analyst saying Greek living standards would plunge by 80 percent if they leave the Euro.   This must assume most Greeks have their savings in Greek banks or local assets, which raises the issue of capital flight as the … Continue reading →

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Statfor: The Rise of the European Political Fringe

Posted on May 7, 2012 by macromon

(click here if video is not observable)

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Issues in the French presidential run-off

Posted on May 3, 2012 by macromon

(click here if video is not observable)

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Bernanke in a Romney Fed?

Posted on April 26, 2012 by macromon

(click here if video is not observable)

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Stratfor: Mexico’s Presidential Election

Posted on April 1, 2012 by macromon

(click here if video is not observable)

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Charlie Rose: Erskine Bowles and Alan Simpson

Posted on March 31, 2012 by macromon

Excellent discussion on the U.S. fiscal crisis with Erskine Bowles and Alan Simpson.  They were co-chairs of the National Commission on Fiscal Responsibility and Reform, commissioned by President Obama in 2010 to identify “…policies to improve the fiscal situation in the … Continue reading →

Posted in Black Swan Watch, Bonds, Budget Deficit, Economics, Interviews, Politics, Sovereign Risk, State and Local Government | Tagged , , , | 1 Comment

Real Pain in Greece

Posted on March 31, 2012 by macromon

This chart of Greece retail sales comes to us from Reuters via the Zahari blog in Athens.   It encapsulates the economic collapse that is taking place in Greece.  We seriously doubt the U.S. or most of the core of Europe … Continue reading →

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