Category Archives: Uncategorized

How Strong Is The U.S. Economy?

Posted on May 13, 2019 by macromon

Not as strong as many, including President Trump believes.   GDP growth and even the jobs data, including the unemployment rate, though fairly sunny, look deceptively strong and need a deeper look, which we have provided for you over the … Continue reading →

Posted in Economics, Uncategorized | Tagged , , , , | 11 Comments

The Case For Free Trade

Posted on May 11, 2019 by macromon

The Marxists and Socialists are winning the day, folks.   Apologies for the simpleton buzzwords but they are all the rage these days. The escalation of the trade war is bad, bad, bad news and could if we are not careful, … Continue reading →

Posted in China, Economics, Trade War, Uncategorized | Tagged , , , | 2 Comments

Nonfarm Payrolls & Employment Data Diverging

Posted on May 7, 2019 by macromon

Summary Last Friday’s nonfarm payrolls exceeded expectations with the first four months now averaging 205k jobs created, right on the monthly average since October 2011  The employment data is moving the other way, however, falling 103 in April and has … Continue reading →

Posted in Employment, Uncategorized | Tagged , , | 11 Comments

Some Background On China Trade Talks

Posted on May 7, 2019 by macromon

Some perspective from a prior post on President Trump’s predisposition toward free trade. We hope for a good trade deal and China caves on everything.  We also hope for the end of poverty, world peace, and everyone to self actualize … Continue reading →

Posted in Japan, Trade War, Uncategorized | Tagged , | Leave a comment

BFTP: Don’t Say You Weren’t Warned On China Deal

Posted on May 6, 2019 by macromon

BFTP = Blast From The Past CHINA SAID TO TELL U.S. SIDE WON'T CHANGE CHINESE LAW FOR DEAL — zerohedge (@zerohedge) May 6, 2019 China’s Pushback In Trade Talks Over Sovereignty Posted on February 12, 2019 Bingo! Note our comment from … Continue reading →

Posted in Trade War, Uncategorized | Tagged , | 1 Comment

Baseball Giants Are Born This Day

Posted on May 1, 2019 by macromon

Today In 1883: The New York Gothams play their 1st game in franchise history (nice uniforms!) They were renamed the more familiar New York Giants in 1885, and became the San Francisco Giants in 1958. #MLB #SFGiants pic.twitter.com/AxCniXldym — Baseball … Continue reading →

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No Labor Infrastructure For $2 Trillion Infrastructure Spend

Posted on April 30, 2019 by macromon

Democratic congressional leaders announced Tuesday after a meeting with President Donald Trump that an agreement had been reached on the price tag for a potential infrastructure plan: $2 trillion.  — CNN We are reposting and a piece we wrote a … Continue reading →

Posted in Economics, Fiscal Policy, Uncategorized | Tagged , , | 2 Comments

Q1 2019 GDP = “Stranger Things”

Posted on April 28, 2019 by macromon

It is always prudent to look under the hood after a big unexpected beat or miss on a major headline economic number. Never so relevant than Friday’s GDP report, which blew out expectations, and appears right out of Stranger Things.  … Continue reading →

Posted in Economics, Uncategorized | Tagged , , | 6 Comments

White House Correspondents Dinner

Posted on April 27, 2019 by macromon

This is good!  Historian Ron Chernow delivers keynote at tonight’s annual White House Correspondents Dinner, which was boycotted by the Trump Administration.  

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More Brexit Polling

Posted on April 27, 2019 by macromon

More than half the public – 55% – now think it would have been better never to have held the EU referendum given the difficulties of reaching an agreement on Brexit, according to the latest Opinium/Observer poll. …If a second referendum … Continue reading →

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