Category Archives: Uncategorized

Senate Enters Trade War

Posted on July 10, 2018 by macromon

FINALLY, Senate will push back on the President’s abuse of Section 232 to impose tariffs. We will vote Wednesday on a “Motion to Instruct,” a first step toward reasserting Congress’s constitutional role on tariffs. — Jeff Flake (@JeffFlake) July 11, … Continue reading →

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Allez en France!

Posted on July 10, 2018 by macromon

I love and grew up dipping my freedom (idjits) French fries in mayonnaise but gotta go with France today.   Would be great to see an England-France final! France wins 2-1.  No stops.    

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It’s déjà vu all over again

Posted on July 10, 2018 by macromon

But with real earnings. Classic momentum thrust feedback loop:  “Gotta buy ’em cuz they’re going higher.”  Otherwise, no year-end bone and career risk Hat Tip: @carlquintanilla

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China hits back at Trump’s tariffs – FT

Posted on July 9, 2018 by macromon

Money quote:  “…steady escalation…” Beijing accused Donald Trump of “trade bullying” as it imposed retaliatory tariffs against new US duties on $34bn of Chinese imports. The FT’s world trade editor, Shawn Donnan, reports from Washington DC about the consequences of … Continue reading →

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Swan Lake – July 9

Posted on July 9, 2018 by macromon

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM “We won the trade war.”  The market narrative du … Continue reading →

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The Week Ahead: Trump’s Euro Trip & US bank results – FT

Posted on July 9, 2018 by macromon

The FT’s Vanessa Kortekaas highlights the key stories to watch in the week ahead, including US President Donald Trump’s long-awaited visit to the UK, a Nato summit and US banking results.

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Week In Review – July 6

Posted on July 8, 2018 by macromon

Summary Bounce week in the holiday-shortened sennight The trade war began but the sun came up and the world didn’t end, so they bought ‘em Defensive tone to trading, however. Telecom, utilities, and healthcare outperform Big rallies in Brazil and … Continue reading →

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Sector ETF Performance – July 6

Posted on July 8, 2018 by macromon
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Global Risk Monitor – July 6

Posted on July 8, 2018 by macromon
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Tweet of the Day: Dancing on Dmitry’s Grave

Posted on July 7, 2018 by macromon

Ouch! That must have hurt. Remember the war between Honduras and El Salvador that, in part, started over a World Cup qualifier?   The “Football War” or “100 Hour War.” Feel bad for Russian player, Mario Fernandes,  who missed the … Continue reading →

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