Category Archives: Uncategorized

Welcome To The Club, Mr. President

Posted on October 30, 2018 by macromon

An antagonistic free press is part of the job description, no? President Trump – October 26, 2018   Whenever the press quits abusing me I know I’m in the wrong pew. I don’t mind it because when they throw bricks … Continue reading →

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Republicans Set For Historical Thumping In Midterms

Posted on October 29, 2018 by macromon

Updated October 30 @ 1:15 a.m. –   Data correction  Summary President Trump’s Gallup approval rating has collapsed over the past week We have updated our simple single factor model, which now projects the Republicans will lose 53 House seats next … Continue reading →

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Why The 2018 Stock Market Corrections Are Different

Posted on October 29, 2018 by macromon

Just a quick note and some data to bolster our last post and concern that Treasury yields are not coming in  during this stock market correction. The table illustrates that the this year’s two S&P 10 percent corrections have coincided … Continue reading →

Posted in Equity, Interest Rates, Uncategorized | Tagged , | 33 Comments

S&P500 Key Levels

Posted on October 29, 2018 by macromon

The oversold S&P is off 30 points from its morning high.  It’s imperative it has a strong close today. We do think a test of the February low of 2532. 69 is a done deal, that is another 5.4 percent … Continue reading →

Posted in Equities, Uncategorized | Tagged , | 5 Comments

Go Irish!

Posted on October 28, 2018 by macromon

A beacon in a world that grows darker by the day.   Meanwhile, Ireland has just re-elected a president who speaks like this. pic.twitter.com/oVLUdWr70Y — Barry Malone (@malonebarry) October 28, 2018

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Week In Review – October 26

Posted on October 28, 2018 by macromon

Summary Another ugly week for equities led by non-China Asia Starting to see a flight to quality as 10-year yields coming in a bit U.S. credit blowing out again VIX has doubled in October Lumber still in timber mode as … Continue reading →

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Sector ETF Performance – October 26

Posted on October 28, 2018 by macromon
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Global Risk Monitor – October 26

Posted on October 28, 2018 by macromon

 

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QOTD: The Taiwan Strait

Posted on October 26, 2018 by macromon

Repeatedly challenging our bottom line (on the Taiwan question) is extremely dangerous,  If someone attempts to split Taiwan from China, the Chinese military will take any necessary actions at any cost. – General Wei Fenghe, Chinese Defense Minister

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Where The Next Financial Crisis Begins

Posted on October 25, 2018 by macromon

We are not sure of how the next financial crisis will exactly unfold but reasonably confident it will have its roots in the following analysis.   Maybe it has already begun. The U.S. Treasury market is the center of the financial … Continue reading →

Posted in Black Swan Watch, ECB, Fed, Uncategorized | Tagged , , | 34 Comments