Category Archives: Uncategorized

Jackson Hole Schedule

Posted on August 24, 2017 by macromon

Note,  mountain time —  add two hours for NY time.   No expectations of policy from Yelen or Draghi.  Nothing priced.  Either a big yawn or big market move. Source:  Kansas City Federal Reserve Bank

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Dub “Start(me)up” Nation

Posted on August 24, 2017 by macromon

New cover of Bloomberg BusinessWeek.  Go Dubs!   Number three in 2017–18.   Money! About three years ago, in February 2014, Andre Iguodala spent an off-day during the NBA season at the offices of venture capital firm Andreessen Horowitz in Menlo Park, Calif. … Continue reading →

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Ray Dalio Opines And We Agree

Posted on August 24, 2017 by macromon

Political risk rising.  Watch the “American Street.” When we held positions overnight on Wall Street, we used to go home worried about global instability and what was going on in the “Arab Street.”   Now we worry about the American … Continue reading →

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Head & Shoulders Everywhere!

Posted on August 23, 2017 by macromon

We once heard the late Yale prof., Stephen Ross, say that “if you stare at the clouds long enough,  you can see pink elephants.” We kind of feel that way, though not completely, about seeing patterns in stock charts.

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The Age Of Low Volatility

Posted on August 23, 2017 by macromon

Interesting charts from the CME group’s  August 1st earnings release. It’s not just the VIX that has been tanking over the past few years,  but the volatility in almost all financial instruments and commodities has declined this decade and are … Continue reading →

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Debate Within The FOMC: Bubblistas v. Efficient Marketistas?

Posted on August 22, 2017 by macromon

We have finally made the time to more closely review the release of last week’s Fed minutes from the July 25-26 meeting.   We kind of like what we see. Debate Breaking Out Among FOMC Members? A debate appears to breaking … Continue reading →

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COTD: Today’s Cosmic Ballet

Posted on August 21, 2017 by macromon

The “cosmic ballet” today is going to be the first one since 1918 where the path of darkness will cross the Pacific and Atlantic coasts as well as the first that will make landfall exclusively in the U.S. since independence … Continue reading →

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Week in Review – August 18

Posted on August 20, 2017 by macromon

Stock Indices Argentina stocks up big after the ruling coalition did better than expected in primary legislative elections last Sunday.  Emerging markets generally better bid than DMs.   Europe traded better as it looks the mighty Euro is taking a rest … Continue reading →

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US Sector ETF Performance – August 18

Posted on August 20, 2017 by macromon
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Global Risk Monitor – August 18

Posted on August 20, 2017 by macromon

Click on table to enlarge and for better resolution

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