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Recent Posts
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Category Archives: Politics
Italy’s Unions Not Buying the Full Monti
While the FT reports Italy’s new technocratic government has approved tough austerity measures and economic reforms, the country’s unions seem to be balking at the tough medicine. Italy needs lots of deflation relative to other countries to become competitive and … Continue reading
Posted in Black Swan Watch, Euro, PIIGS, Politics
Tagged European Sovereign Debt Crisis, Italy, Monti
1 Comment
It’s Beginning to Look A Lot Like…1971 [updated]
The Global Macro Monitor posted several pieces earlier in the year about the Presidential Stock Cycle. See here, here, and here. The third year of a first term President is the strongest year in the cycle. The table illustrates … Continue reading
Posted in Equities, Gold, Politics
Tagged Bretton Woods, Gold Standard, Nxon, Obama, Presidential Stock Cycly, S&P500, Volcker
1 Comment
The Cult of Putin
(click here if video is not observable)
60 Minutes: Congressional Insider Trader
In case you missed it last night here is one that is sure to get your feathers up. It’s about time they Occupy Congress. Steve Kroft reports, members of Congress and their aides have regular access to powerful political intelligence, … Continue reading
The Full Monti
This is it. We’re expecting a nice year-end relief rally on the back of the the positive political developments and rise of the technocrats in Italy an Greece. A vote of confidence from the ECB could really give the rally … Continue reading
Posted in Black Swan Watch, Bonds, PIIGS, Politics, Sovereign Debt, Sovereign Risk
Tagged European Sovereign Debt Crisis, Italy, Mario Monti, Technocrats
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Enter The Other Super Mario?
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Politics, Sovereign Debt, Sovereign Risk
Tagged Italy, Mario Monti, Silvio Berlusconi
1 Comment
Nonlinear Thinking: Robot Run Warehouses
Here’s an interesting video clip that reinforces our view that almost all new innovation and technology is labor saving/destroying and that U.S. unemployment is much more structural than most perceive (click here to view video). Even the military, with the … Continue reading
Posted in Employment, Equities, Nonlinear Thinking, Policy, Politics
Tagged Creative Destruction, Joseph Alois Schumpeter, Robots, Technology, Unemployment, Warehouse
1 Comment
The ECB Show
It all comes down to this. Will the ECB provide the exit bid for those fleeing Italian bonds and, more importantly, will their action instill enough confidence to allow Italy to roll over existing maturities? If it doesn’t bring back … Continue reading
Posted in Black Swan Watch, Budget Deficit, Euro, PIIGS, Politics, Sovereign Debt, Sovereign Risk
Tagged ECB, European Sovereign Debt Crisis, Italy
1 Comment
Exit Berlusconi
(click here if video is not observable)
The Only Republican Candidate Not a Member of the “Committee to Re-elect the President”
This is the guy the President probably fears the most. Can a moderate win the Republican nomination? He is good, speaks fluent Mandarin, and is smart, smart, smart! The Republican field x/Hunstman is probably, in our opinion, the strongest … Continue reading
Posted in Politics
Tagged Committee to Re-elect the President, Jon Huntsman, Republican Candidates
3 Comments
Global Macro Monitor 