Category Archives: Uncategorized

Political Economy Of The Jobs Report

Posted on September 7, 2018 by macromon

The BLS out with the employment report this morning, Total nonfarm payroll employment increased by 201,000 in August, and the unemployment rate was unchanged at 3.9 percent, the U.S. Bureau of Labor Statistics reported today. Job gains occurred in professional … Continue reading →

Posted in Employment, Uncategorized | Tagged , | 3 Comments

No Free Trader In The White House

Posted on September 6, 2018 by macromon

Yesterday’s NY Times guest Op/Ed confirmed our suspicions about President Trump, Furthermore,  we don’t believe President Trump is a free trader at heart but more of a protectionist and neo-mercantilist.  There is no “Art of the Deal” – see his … Continue reading →

Posted in Japan, Trade War, Uncategorized | Tagged , | 4 Comments

Initial Conditions, Conditional Probabilities & The September S&P

Posted on September 6, 2018 by macromon

Beast Mode In September? Can’t tell you how many recommendations we read at the end of August about how the S&P500 would continue its Beast Mode rally into September.   After all that it was it does during midterm election years, … Continue reading →

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

QOTD: The Facebook Facial

Posted on September 5, 2018 by macromon

Facebook (Sheryl Sandberg) and Twitter (Jack Dorsey) on Capitol Hill today taking pipe from the pols.   Large cap tech getting spanked with both stocks down meaningful. I am all in for either they [Facebook] step up and take responsibility for … Continue reading →

Posted in Equities, Social Media, Uncategorized | Tagged , , , | Leave a comment

Republicans About To Go Full Jackie Moon

Posted on September 3, 2018 by macromon

  “There will be no refunds!” The data are moving against them. Still, 63 days and 16 hours are an eternity in politics.  Much can happen between now and then but we suspect it won’t be positive. Moreover, the economy … Continue reading →

Posted in Uncategorized | Leave a comment

Nonlinear Thinking: Dr. Robot Is Here

Posted on September 3, 2018 by macromon

Your physical exam just got a high-tech upgrade. https://t.co/gdCCrS1Z6W pic.twitter.com/HFnp63z5yU — CNBC (@CNBC) September 3, 2018

Posted in Nonlinear Thinking, Uncategorized | Tagged , , | Leave a comment

Beijing: City of remarkable contrasts – EuroNews

Posted on September 3, 2018 by macromon

Beijing: City of remarkable contrasts… READ MORE : http://www.euronews.com/2018/08/31/be…

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

Month In Review – August 2018

Posted on September 2, 2018 by macromon

Summary Turkey 10-year up almost 300 bps in August Brazil 10-year up 102 bps Italy 10-year up 52 bps U.S. & German 10-year 10 bps lower US credit spreads relatively stable in August Argentina peso crashes Turkish lira crashes South … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , | Leave a comment

Sector ETF Performance – August 31

Posted on September 2, 2018 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

Global Risk Monitor – August 31

Posted on September 2, 2018 by macromon
Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , , | Leave a comment