Category Archives: Uncategorized

QOTD: The Fall Of Sears And GE

Posted on January 14, 2019 by macromon

The real lesson is starker. It is that no business, no matter how historically innovative or powerful, is guaranteed immortality. – Robert Samuelson QOTD = Quote of the Day

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The Great Disruption – Gordon Brown, Project Syndicate

Posted on January 13, 2019 by macromon

The collapsing post-War economic order is not even close to being on the radar of the market cheerleaders.  We think it is a yuuge structural risk. Priced?  Are you frickin’ kidding me? As new technologies, globalization, and growing inequality fuel … Continue reading →

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Sterling Set For Interesting Week

Posted on January 13, 2019 by macromon

Prime minister Theresa May brings her Brexit deal to parliament on Tuesday, which is widely expected to fail.  The government will cushion the blow by removing the potential for a do deal BREXIT, in our opinion.   We believe the PM … Continue reading →

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Week In Review – January 11

Posted on January 13, 2019 by macromon

Summary EM bookends in local currency yields. Turkey in 33 bps, Mexico out 17 bps US 10-year yields out 3 bps. Some squishy auctions last week U.S. corporate credit in yuuuge Euro periphery tighter EM FX continues to recover Dollar … Continue reading →

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Our JFK-Trump S&P Analog Lives!

Posted on January 13, 2019 by macromon

Wow!  In the words of Zero Hedge,  “bizarro.” Zero Hedge, who has some very smart Tylers and are always kind enough to post many of our pieces, is out with a post yesterday, JFK vs Trump: The Most Bizarre S&P Analog … Continue reading →

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Sector ETF Performance – January 11

Posted on January 12, 2019 by macromon

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Global Risk Monitor – January 11

Posted on January 12, 2019 by macromon

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.  Thank you!

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Inside China’s Future Factory

Posted on January 12, 2019 by macromon

Over the past 40 years, the fishing village of Shenzhen has been reborn as a futuristic metropolis bursting with factories. Bloomberg Businessweek’s Ashlee Vance travels to the heart of China’s tech revolution to witness this new reality firsthand, as part … Continue reading →

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Greenspan Cribbed “Irrational Exuberance” From Robert Shiller

Posted on January 12, 2019 by macromon

Just cleaning up some old posts and thought you would find this one interesting. I have always been a big fan of the Yale prof, Robert Shiller, even before his Nobel Prize.  During my Wall Street days, a Yale professor … Continue reading →

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Ten Good Weekend Reads

Posted on January 11, 2019 by macromon

  Volatility: how ‘algos’ changed the rhythm of the market – FT Shelter From the Storm in 2019, Barry Eichengreen – Project Syndicate Seoul bears bad news for the globe – Nikkei Asian Review As China’s economy gets the chills, … Continue reading →

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