-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,201 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Category Archives: Uncategorized
Happy Birthday, Jackie
One of the all-time great Americans. Today marks what would have been Jackie Robinson’s 100th birthday. From rural Georgia, to the Pasadena gridiron, to Ebbets Field and beyond, Jackie left an indelible mark on the world. We remember him today … Continue reading
Posted in Uncategorized
Leave a comment
Why are so many US college students homeless?
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
The Fed Is Done…
I think I heard Powell just say in the QA that the Fed is finished raising rates. Rather stunning given the real fed funds rate is close to zero, coupled with his statement economy is doing well. Markets should rally … Continue reading
Posted in Uncategorized
Leave a comment
Fed’s Failure To Communicate, Markets’ Failure To Count
Not to beat a dead horse but the following example just reinforces our last post. What the market perceives, Investors who are hoping the Federal Reserve signals a change or adjustment in its balance sheet policy on Wednesday are likely … Continue reading
Posted in Fed, Monetary Policy, Uncategorized
Tagged Balance Sheet, Federal Reserve, Monetary Policy
1 Comment
How Chair Powell Could Spark A Massive Rally By Doing Nothing
Summary The market is irrationally obsessed with the “$600 billion” annual roll-off in the Fed’s balance sheet The actual reduction in the balance sheet will be much smaller and is determined by the profile of monthly Treasury and MBS securities … Continue reading
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 Bloomberg, China, Hello World, High-Tech Dystopia
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
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 bonds, China, Commodities, Currencies, Global equity markets, Government shut down, Peformance, Stocks, Week in Review
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
