Category Archives: Uncategorized

Market Liquidity Conditions Still Loose As A Goose

Posted on July 16, 2017 by macromon

Since the Fed began raising interest rates in December 2015,  financial market liquidity conditions have loosened considerably.   Recall our post,  Orwellian Monetary Policy,  which we wrote in May. “Tightening is Easing” Since U.S. monetary policy began tightening in December … Continue reading →

Posted in Algos, Monetary Policy, Uncategorized | Tagged , , | 17 Comments

Mexican Peso Recovers All Of Its Trump Losses, Then Some

Posted on July 15, 2017 by macromon

The Mexican peso,  after falling 18 percent against the dollar from the U.S. presidential election day to the day before the inauguration on January 19,  it has rallied almost 20 percent from its low, and is now up 15 percent … Continue reading →

Posted in Currency, Monetary Policy, Uncategorized | Tagged , , | 3 Comments

US Sector ETF Performance – July 14

Posted on July 15, 2017 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

Global Risk Monitor – July 14

Posted on July 15, 2017 by macromon

Click on table to enlarge and for better resolution

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COTD: China’s Financial System

Posted on July 13, 2017 by macromon

. China’s financial system consists of six major entities: The People’s Bank of China, governments, commercial banks, financial institutions, enterprises, and individuals. The People’s Bank of China is a national bank, invested by the government. Though the People’s Bank of … Continue reading →

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How Brazil’s Once Mighty “Lula” Has Fallen

Posted on July 12, 2017 by macromon

There doesn’t seem a day that goes by without a political scandal in some emerging market rocking the tape.  Check that.  Add also developed markets.    Brazil, Pakistan, Mozambique, and, yes, even the United States. But today’s nine and half year … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | Leave a comment

Crude Oil Gets C- On Today’s Test

Posted on July 12, 2017 by macromon

We were looking for better price action in crude oil after this morning’s EIA release, which did confirm last night’s  API monster draws in inventories and showed that Cushing inventories at their lowest levels since Nov 2015.   But U.S. … Continue reading →

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Guest Post: Random Acts of Kindness

Posted on July 12, 2017 by macromon

Here’s a very moving piece and a nice time out from the random acts of the market. .  Posted by a beloved college girl very close to us. . The In Her Honor Project I was best friends with Takeimi … Continue reading →

Posted in Quotes, Reads, Uncategorized | Tagged | 2 Comments

TOTD: Today’s Rare Market Feat

Posted on July 12, 2017 by macromon

This would be the 4th time in 20 years that stocks, bonds and gold all up by > 0.25% on the Fed Chair’s semi-annual testimony.  – Sentimen Trader (TOTD = Table of the Day)

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Crude Faces Key Test Today

Posted on July 12, 2017 by macromon

After a monster draw on inventories in the API data released last night,  crude oil faces a key test on the EIA inventory release today.   If EIA confirms API and the oil price can’t hold its gains,  trouble in … Continue reading →

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