-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,206 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Category Archives: Uncategorized
Global Risk Monitor – November 10
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
Week Ahead – FT
The FT’s Daniel Garrahan previews the big stories in the week ahead, including Theresa May preparing to give a foreign policy speech after another difficult week for the UK prime minister; Walmart earnings; the fifth round of Nafta talks and … Continue reading
QOTD: President Trump, The Risk Taker?
Context: China’s Americanologists trying to understand President Trump’s North Korea policy : “There is a major debate in the US right now about whether the US president is really a risk taker or just playing a risk taker,” said Mr Harold. … Continue reading
Another Divergence That Makes Us Nervous
Take a look at the divergence between the high-yield ETF (JNK) and the investment grade ETF (LQD). This makes us a bit nervous – though no panic as JNK in only 1.28 percent off its high vs. the LQD, … Continue reading
Posted in Bonds, Uncategorized
Tagged ETF, High Yield Bonds, Investment grade bonds, JNK, LQD
9 Comments
There They Go Again: Dow Transports/Industrials Divergence
The Dow Transports are selling off as the Industrials are making new highs. That’s a no no in Dow Theory. We pointed out a similar divergence on August 1st. Not as relevant as it used to be, but something … Continue reading
Posted in Equities, Uncategorized
Tagged Divergence, Dow Industrials, Dow Transports
Leave a comment
QOTD: Liqudity
“..liquidity is OK. But it may be more fragile, and more prone to disappearing in stress situations…There hasn’t been a liquidity-related incident that has had a significant effect on the real economy. That doesn’t mean it won’t happen.” – Jay … Continue reading
Global Risk Monitor – November 3
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Markets, perforrmance, Stocks
Leave a comment
How to spot a financial crisis before it spots you – PunkFT
Can we protect ourselves from the next banking meltdown? David McWilliams separates myth from reality to help identify a few rules of thumb. ► Subscribe to FT.com here: http://bit.ly/2r8RJzM
Global Macro Monitor 