Category Archives: Politics

Spain snap election – Euronews

Posted on February 15, 2019 by macromon
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Millennials Rising, Market Risk Increasing

Posted on February 14, 2019 by macromon

Righteous! Check out today’s cover of the Economist.   It confirms our ongoing analysis and illustrates why you should read the Global Macro Monitor, folks. It’s been almost exactly one year to the date since we posted,  Karl, The Comeback Kid?  We warned … Continue reading →

Posted in Black Swan Watch, Bonds, Politics, Uncategorized | Tagged , , , , , | Leave a comment

BFTP: Call Me Comrade!

Posted on February 8, 2019 by macromon

BFTP = Blast From The Past Does it ever change? We were going through some old posts this morning and came across this pearl from over eight years ago.   Charges of socialism were also polluting the political environment back then … Continue reading →

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Major EU powers recognise Guaido as Venezuela’s interim president

Posted on February 4, 2019 by macromon

One morning closer to Venezuela’s economic “morning-after-plan.”

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Amerika Shifts Left

Posted on February 4, 2019 by macromon

File this one under you heard it here first.  Right here, in fact. These are stunning numbers, folks.  Only 30 percent of Republicans oppose Senator Warren’s wealth tax. The tax plan proposed by AOC is also 13 points above water. … Continue reading →

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

Why are so many US college students homeless?

Posted on January 30, 2019 by macromon

Two-speed economies everywhere you look. Young And Left Do you wonder why the young are moving lefty? The one percenters better start stepping up making social investments to generate a more stable future society in order to protect their wealth.  … Continue reading →

Posted in Politics, Uncategorized | Tagged , | 11 Comments

Bears [Can Now] Eat

Posted on January 25, 2019 by macromon
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Divining POTUS Tweets

Posted on January 23, 2019 by macromon

The new haruspicy. What keeps a short seller up at night?  What else?  POTUS tweets! Is this a signal he is ready to cave on the shutdown? I look forward to giving a “great” State of the Union Address in … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged | Leave a comment

Global Risks 2019 – World Economic Forum

Posted on January 22, 2019 by macromon

Nice chart and table of what the World Economic Forum (WEF) deems as the major risks with their respective probabilities for the coming year.  Environmental, global warming and cyber are the most likely high impact events, complicated by a backdrop … Continue reading →

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The Greatest MLK Weekend Of All-Time

Posted on January 21, 2019 by macromon

During my Lehman days as a bond strategist, the firm’s research group would do a January roadshow in many of America’s major cities to present our ideas to institutional investors.   One particular year, we were in Atlanta at the end … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 7 Comments