Category Archives: Uncategorized

How A Market Trends

Caption: "Our Guanxi gone a droving down the Yangtze and we don't know where he are"Or"There's an awful lot of Peking duck in China"Or"Lining up the Morrison election stunts"? pic.twitter.com/dYaWEEVBsK — Michael Pascoe (@MichaelPascoe01) January 29, 2019  

Posted in Uncategorized | Leave a comment

Inside China’s High-Tech Dystopia – Bloomberg

In part three of Hello World Shenzhen, Bloomberg Businessweek’s Ashlee Vance heads out into a city where you can’t use cash or credit cards, only your smartphone, where AI facial-recognition software instantly spots and tickets jaywalkers, and where at least … Continue reading

Posted in Automation, China, Technology, Uncategorized | Tagged , , , | Leave a comment

Venezuela, Debt, and Gunboat Diplomacy 2.0

Traders bought up Venezuelan bonds last week on the announcement of the U.S. administration’s policy shift to delegitimize President Nicolás Maduro and recognize the opposition leader,  Juan Guaidó. When was the last major sovereign debt restructuring in Venezuela? The Brady … Continue reading

Posted in Emerging Markets, Uncategorized | Tagged , , | 1 Comment

Week In Review – January 25

Summary Modest gains for most risk markets last week Big rallies in Turkey and Mexico bond markets. Mexico inflation comes in better than expected Some weakness in lower-end of U.S. credit.  See our post on the corporate bond market. Euro … Continue reading

Posted in Uncategorized, Week in Review | Tagged , , , , , , , , | Leave a comment

Why India Is A Better Long-Term Bet Than China

Nice graphic showing how China’s inverted pop pyramid contrasts with India’s as median age in China surges to 47, while in India still only 36. China’s need is for deeper social security and productivity, India’s is for jobs. https://t.co/I1GGiuDmyJ — … Continue reading

Posted in Uncategorized | Leave a comment

Global Risk Monitor – January 25

Help keep the lights on at the Global Macro Monitor.   Contribute any amount based on your perception of our value added by clicking the PayPal donate widget at the right side of the screen.  You don’t need a PayPal account just a … Continue reading

Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | Leave a comment

Sector ETF Performance – January 25

Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

Bears [Can Now] Eat

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

Gold Makes Its Move

The near futures closed over $1,300 for the first time since last June.  We will add if Monday’s price can stay and close above $1,300.  Markets perceive central banks are caving. Help keep the lights on at the Global Macro Monitor.  … Continue reading

Posted in Gold, Monetary Policy, Uncategorized | Tagged , | Leave a comment

Ann Weighs In, Waiting For Rush

Good news for George Herbert Walker Bush: As of today, he is no longer the biggest wimp ever to serve as President of the United States. — Ann Coulter (@AnnCoulter) January 25, 2019

Posted in Uncategorized | Leave a comment