Category Archives: Uncategorized

Short Covering In Bond Pits And The S&P

Posted on November 19, 2018 by macromon

Well, the virtual bond pits. Looks like specs are getting spooked and covering their bond shorts. Stunning, however,  that the 10-year note yield is right about where it was on September 21st when the S&P500 made its intraday all-time high … Continue reading →

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The Lessons of Quantitative Easing | Stephen Roach

Posted on November 19, 2018 by macromon

A decade after the US Federal Reserve launched one of the boldest policy experiments in the modern history of central banking, economists and policymakers are still debating its implications. To prepare for future crises, five key lessons should be kept … Continue reading →

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QOTD: Vincent Van Gogh

Posted on November 19, 2018 by macromon

“If you hear a voice within you say ‘you cannot paint,’ then by all means paint, and that voice will be silenced.” — Vincent Van Gogh

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Our Favorite Chart Of The Week

Posted on November 18, 2018 by macromon

Events and the market are moving our way, BREXIT ain’ gonna happen.  The political extremes on both ends have “woke” the sleepy and complacent middle, women, and the young.  We believe you will see the results in the upcoming “November to Remember” … Continue reading →

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Rosie On Investing In 2019 – Financial Post

Posted on November 17, 2018 by macromon
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Week In Review – November 16

Posted on November 17, 2018 by macromon

Summary U.S. 10-year yield in on slowdown worries Probability of Fed move in December drops 10 points to around 65 percent Corporate credit spreads blew out big time.   Watch this space Equity markets are rudderless and feel like they want … Continue reading →

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Sector ETF Performance – November 16

Posted on November 17, 2018 by macromon
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Global Risk Monitor – November 16

Posted on November 17, 2018 by macromon
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Cue “Exit the BREXIT” & Other GMM Victory Laps

Posted on November 16, 2018 by macromon

Because we get a lot of things wrong in the trading business as nobody knows the future, and every decision to buy or sell is really just a probability adjusted or calculated guess, we thought we would take a victory … Continue reading →

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U.S. Treasury Market Borrowing & Global Foreign Savings

Posted on November 15, 2018 by macromon

We were curious about how much U.S. Treasury market borrowings have increased relative to global foreign savings and whipped together the table below. We define  global foreign savings here as the cumulative current account surpluses of all the world’s surplus nations. The … Continue reading →

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