Category Archives: Uncategorized

Crude Testing Critical Support…Will Stocks Follow?

Posted on November 8, 2018 by macromon

The near WTI futures price is down 21 percent since peaking on October 3rd as traders front ran the Iranian oil sanctions, which went in to place this week.   Fearing spiking oil prices, the U.S. granted waivers to eight of … Continue reading →

Posted in Crude Oil, Equity, Uncategorized | Tagged , | 13 Comments

How Trade Helps Both Sides – PIE

Posted on November 7, 2018 by macromon

Interesting piece explaining comparative advantage.  Though it shows the gains,  those cake and pizza makers in each country get hurt.   We always propose taxing some of the gains from winners to help the losers.

Posted in Trade War, Uncategorized | Tagged , | Leave a comment

GMM’s Pre Post-Mortem On The Midterm

Posted on November 7, 2018 by macromon

Just a quick note on the midterms as we await for the full results. The Lavender Wave (pink + blue) that we were expecting did materialize, though not as strong,  and swept the Republicans from the House.  Suburban and college-educated … Continue reading →

Posted in Politics, Uncategorized | Tagged | Leave a comment

Changes Coming To Global Macro Monitor

Posted on November 7, 2018 by macromon

The Global Macro Monitor (GMM) came into existence in 2010, motivated, mainly, as a way to discipline our trading.  There is nothing like writing and data crunching to create clear, concise thinking and original research to create a framework to … Continue reading →

Posted in Uncategorized | Tagged , | Leave a comment

Near collision between US and Chinese warships – SCMP

Posted on November 5, 2018 by macromon

Never-before-seen footage: A near collision between a Chinese and a US warship in the South China Sea. Read more: https://www.scmp.com/week-asia/geopol…

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

Germany’s “Sneaky Left Hook”

Posted on November 5, 2018 by macromon

Interesting feedback from a GMM reader about our recent post on the silent rise of Germany’s Green Party,  As Everyone Looks Right, Germany Is Swinging Left, “That is interesting. This article alone makes my subscription worth it. Not a WORD of this … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged , , | 5 Comments

How voters in Germany turned against Angela Merkel – FT

Posted on November 5, 2018 by macromon
Posted in Germany, Politics, Uncategorized | Tagged , , | Leave a comment

As Everyone Looks Right, Germany Is Swinging Left

Posted on November 3, 2018 by macromon

This is stunning and a shocker. The support for Germany’s Green Party has doubled since the beginning of the year, while the right-wing Alternative for Germany (AfD), after peaking in the summer, is right back where it was.   The AfD, … Continue reading →

Posted in Euro, Germany, Uncategorized | Tagged , | 1 Comment

Trump v. Obama Jobs Market – Midterm Review

Posted on November 2, 2018 by macromon

The Bureau of Labor Statistics (BLS) released its final jobs report before the midterm election on Tuesday. The pre-midterm final verdict is in. The Obama economy created 423k more total non farm payroll jobs and 194k more private sector jobs … Continue reading →

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

iPhone Inflation Drives Apple Earnings, Again

Posted on November 1, 2018 by macromon

Apple continues to rely on iPhone inflation for revenue growth as unit sales quarterly year-on-year growth was flat for the 12th consecutive quarter.   The almost 30 percent increase in iPhone revenue is due to price increases. Unit sales growth for … Continue reading →

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