Category Archives: Uncategorized

Priceless And Timeless

Posted on May 24, 2019 by macromon

https://twitter.com/bsmile/status/1131725523082797057?s=21

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Will The S&P Hold The Line?

Posted on May 23, 2019 by macromon

Will the S&P hold its May 13th low of this current sell-off at 2801.43? Glad you asked.   The market is currently trading at its low of the day, 5 points above that support level. Tuesday’s Post The stock market took … Continue reading →

Posted in China, Equity, Politics, S&P500, Uncategorized | Tagged , , | 2 Comments

Stress Testing Apple

Posted on May 22, 2019 by macromon

Goldman finally getting around to stress testing Apple as the trade war escalates.  They are out today warning Apple is in a world of hurt if China targets the iPhone maker in the trade war. The U.S.-China trade war could … Continue reading →

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Key S&P Levels

Posted on May 22, 2019 by macromon

It’s been a while since drilling down on the markets.  We have been concentrating on rebuilding our website to deal with the free riders and honing our web scraping coding skills.  Our economic and market analysis has focused on the … Continue reading →

Posted in S&P500, Uncategorized | Tagged | 1 Comment

Heeee’s Back…Karl, Is That You?

Posted on May 21, 2019 by macromon

In case you missed it, or don’t read the Drudge Report,  here is the current banner headline: Should we?  Ah, uh, well…we can’t help ourselves:   YOU HEARD IT HERE FIRST! In February 2018, we looked at the data of the political … Continue reading →

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The Economy Heads South

Posted on May 15, 2019 by macromon

  Today’s ugly retail sales and industrial production data knocked 50 bps off the Atlanta Fed’s GDP Now forecast for Q2 GDP, now down to 1.1 percent.   That’s a big decline compared to the recent Q1 3.2 percent print, which … Continue reading →

Posted in Economics, Uncategorized | Tagged | 1 Comment

Who Pays The Tariffs?

Posted on May 14, 2019 by macromon

I had some very interesting discussions on social media last night on who is paying for the U.S.-China Trade War.   It was kind of shocking that many didn’t even understand the basic tenets of economics yet have strong convictions held … Continue reading →

Posted in Trade War, Uncategorized | Tagged , , , | 9 Comments

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