Category Archives: Uncategorized

The U.S. Budget Deficit

Posted on October 25, 2021 by macromon

#CKStrong The U.S. Treasury findly released their monthly statement on Friday, which closed the books on the government’s 2021 fiscal year (October to September).  The deficit came in at $2.8 trillion (12.0 percent of GDP, based on our Q3 GDP … Continue reading →

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How Container Shipping Works

Posted on October 21, 2021 by macromon

#CKStrong

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What Are Bond Yields & Breakevens Telling Us?

Posted on October 20, 2021 by macromon

#CKStrong    Carol K.’s ANC broke above 1200 today.  Absolute Neutrophil Count (ANC ) measures a type of white blood cell that kill and digest bacteria and fungi to help the body fight infections and heal wounds. At a time … Continue reading →

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Hot Retail Sales Not Supply Chain Positive

Posted on October 18, 2021 by macromon

#CKStrong The market view on Carol K. is starting to consolidate that she just may become is the GOAT of Comeback Kids. What a fighter!  Do you believe in miracles?  Go Neutrophils! Summary – The market narrative explaining the breakdown in … Continue reading →

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5G Marketing Outpaces Service Reality

Posted on October 14, 2021 by macromon

#CKStrong The low 5G usage numbers in the one-minute video will surprise.  Has the market mispriced them, either over or under?  In telecommunications, 5G is the fifth-generation technology standard for broadband cellular networks, which cellular phone companies began deploying worldwide in 2019, and is the … Continue reading →

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Are “Woke” Central Bankers Transitory?

Posted on October 14, 2021 by macromon

#CKStrong   Bullish on CK,  ANC > 1100! Can anyone spot which Age was transitory? Woke Central Bankers  “We have a generation of central bankers who are defining themselves by their wokeness,” Summers, who is now a professor at Harvard University, … Continue reading →

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Can You Tell The Difference Between AI And A Human?

Posted on October 13, 2021 by macromon

#CKStrong How do you know if Carol K. or myself are not ChatBots? The [pandemic] crisis accelerated the adoption of analytics and AI, and this momentum will continue into the 2020s, surveys show. Fifty-two percent of companies accelerated their AI … Continue reading →

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Semiconductor On Wheels

Posted on October 10, 2021 by macromon

#CKStrong Source: Bloomberg

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Demand Surge Gumming Up Global Ports

Posted on October 9, 2021 by macromon

#CKStrong The “surge in demand” is congesting the global container ports. That is, it’s a primarily (though not all, and getting less so by the day, at the micro level) an excess demand issue creating the shortage economy. Some $10.4trn … Continue reading →

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The Taiwan Strait Getting Hot, Hot, Hot, Hotter…3.0

Posted on October 7, 2021 by macromon

#CKStrong We are reposting a repost of a piece we did last September.  Our sense is Mr. Xi is testing and doing the calculus if the U.S.is willing to fight WWIII over Taiwan.  Taiwan and U.S. officials have expressed alarm … Continue reading →

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