Category Archives: Uncategorized

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 →

Posted in Equities, Interest Rates, Monetary Policy, Uncategorized | Tagged , , , , | 16 Comments

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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Global Risk Monitor – August 18

Posted on August 20, 2017 by macromon

Click on table to enlarge and for better resolution

Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | 3 Comments

Transports And North Korea On The Radar

Posted on August 19, 2017 by macromon

On August 1st we warned in our post, Watch This Space – Industrials v Transports, to monitor the Dow Industrials-Transports divergence: Not as relevant as it used to be,  but something to keep on your radar.  Transports approaching 200-day moving average … Continue reading →

Posted in Equities, Geopolitical, Politics, President Trump, Uncategorized | Tagged , , , | 1 Comment

Uncle Carl Out!

Posted on August 18, 2017 by macromon

  Carl Ichan Issues Statement . August 18, 2017 CARL C. ICAHN 767 Fifth Avenue New York, NY 10153 The Honorable Donald J. Trump President of the United States The White House 1600 Pennsylvania Avenue, N.W. Washington, DC 20500   … Continue reading →

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QOTD 2.0: Bannon Going Nuclear

Posted on August 18, 2017 by macromon

Those who think Bannon leaving the White House creates greater domestic political stability maybe should rethink that proposition. “Steve is now unchained,” said a source close to Bannon. “Fully unchained.” “He’s going nuclear,” said another friend. “You have no idea. … Continue reading →

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POTD: España Fuerte!

Posted on August 18, 2017 by macromon

We are with you our brothers and sisters of  España. (POTD = Picture of the Day)                                                       Source:  Telegraph

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