Category Archives: Uncategorized

Long-Term Yields Break Higher

Posted on May 15, 2018 by macromon

The 10-year Treasury yield broke out and closed above a new 5-year high today. If you didn’t catch our analysis from a few weeks back why long-term interest rates were set to move higher, run don’t walk to,  Prepare For Much … Continue reading →

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QOTD: Change Perspective, Things Change

Posted on May 14, 2018 by macromon

When you change the way you look at things, the things you look at change.” — Max Planck, German quantum theorist and Nobel Prize winner

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Trump Wants A China Trade Deal – Bloomberg

Posted on May 14, 2018 by macromon

We have to begin collecting our bets on who would cave first.  Wasn’t it obvious? May14 — Eurasia Group President Ian Bremmer discusses President Donald Trump’s shift on trade with China after announcing on Twitter that he wants to help … Continue reading →

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The Week Ahead – FT

Posted on May 13, 2018 by macromon

The FT’s Daniel Garrahan previews the big stories in the week ahead, including Venezuela going to the polls in a presidential election that’s been slammed by the international community, results from Walmart and Burberry, and Japan’s first-quarter GDP figures.  – … Continue reading →

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QOTD: Druck On Distorted Interest Rates

Posted on May 13, 2018 by macromon

…today we have settled to allowing the most important price of all, long-term interest rates, to be regularly distorted by public intervention. …If I were trying to create a deflationary bust, I would do exact exactly what the world’s central … Continue reading →

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Week In Review – May 11

Posted on May 12, 2018 by macromon

Summary Bullet Points U.S. 10-year yield up 2 bps Brazil 10-year up 23 bps, closes over 10 percent for first time since January Indonesia 10-year up 25 bps Junk credit tighter Euro periphery spreads tighter x/ Italy, though showed some … Continue reading →

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Sector ETF Performance – May 11

Posted on May 12, 2018 by macromon
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Global Risk Monitor – May 11

Posted on May 12, 2018 by macromon
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That’s The Ticket…

Posted on May 12, 2018 by macromon

I can only imagine. Pop and Kerr in 2020.  That would be one “woke” presidential ticket!  

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Stock Bulls Take Charge, Technically Speaking

Posted on May 10, 2018 by macromon

In our Monday post on Bull and Bear Traps we noted the bulls had to do three things, and we also noted the bullish pennant technical formation. It is imperative the S&P bulls:  1)  hold the 20-day moving average at … Continue reading →

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