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Category Archives: Uncategorized
QOTD: North Korea
Game on and, unfortunately, and it’s not just Donkey Kong! The North Korean crisis seems even more uncertain now and much riskier after Steve Bannon’s comments last week, which may embolden Kim Jong-un to challenge President Trump’s “fire and fury” … Continue reading
Posted in Uncategorized
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China Obsessed With Wealth Effect
We discussed the increasing role of the “wealth effect” in U.S. monetary policy and a key driver of aggregate demand in out last post, The Gold-Bond Correlation And Other Macro Observations. Nothing compared to China, however. Why are investments so … Continue reading
The Gold-Bond Correlation And Other Macro Observations
We have posted several pieces over this year noting the high correlation of gold and 10-year bond futures. See here, here and here. Here is how the gold ETF (GLD) and the Treasury ETF (TLT) have moved together over various … Continue reading
Posted in Bonds, Gold, Monetary Policy, Uncategorized
Tagged bonds, Emerging Markets, Gold, Monetary Policy
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Global Risk Monitor – August 25
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
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Speech By Mario Draghi At Jackson Hole
Sustaining openness in a dynamic global economy Speech by Mario Draghi, President of the ECB, at the Economic Policy Symposium of the Federal Reserve Bank of Kansas City, Jackson Hole, 25 August 201 The global recovery is firming up. In … Continue reading
Posted in Monetary Policy, Uncategorized
Tagged Jackson Hole, Margio Draghi Speech, Monetary Policy
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15 predictions Bill Gates made in 1999
No. 1: Price-comparison sites. Gates’ prediction: “Automated price comparison services will be developed, allowing people to see prices across multiple websites, making it effortless to find the cheapest product for all industries.”What we see now: You can easily search for … Continue reading
Posted in Technology, Uncategorized
Tagged 1999, Bill Gates Predictions, World Economic Forum
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Janet Yellen’s Jackson Hole Speech
August 25, 2017 Financial Stability a Decade after the Onset of the CrisisFinancial Stability a Decade after the Onset of the Crisis Chair Janet L. Yellen At “Fostering a Dynamic Global Recovery,” a symposium sponsored by the Federal Reserve Bank … Continue reading
Global Macro Monitor 