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Category Archives: Uncategorized
The Fed’s Overnight Reverse Repurchase Agreements
Interesting piece on Barry Ritholz’ Big Picture blog yesterday, Implementing Monetary Policy: Perspective from the Open Market Trading Desk. An excellent follow-up to our last week’s post, Orwellian Monetary Policy. Recall we noted the structural change in monetary policy and … Continue reading
Global Risk Monitor – May 19
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, perrformance, Stocks
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How Presidential Scandal Endangers Global Stability
In our latest post, Beware Shorting Impeachments, we noted: Bad things tend to happen in the world when the U.S. administration is distracted and looks weakened by political scandal. And, believe us, there is a legion of bad things out there … Continue reading
Posted in Politics, Uncategorized
Tagged Kissinger, Nixon, Trumpgate, Twitter, Watergate
11 Comments
Beware Shorting Impeachments
We’ve analyzed the behavior of the S&P500 during the Watergate impeachment hearings and the Clinton impeachment. If you’re shorting risk markets solely based on speculation that President Trump may be impeached, maybe you should think again. Let’s first look at … Continue reading
Posted in Politics, President Trump, Uncategorized
Tagged Clinton Impeachment, Stock Market, Watergate
10 Comments
Orwellian Monetary Policy
“Tightening is Easing” Since U.S. monetary policy began tightening in December 2015, the Fed has added liquidity to the financial system through interest payments to banks on excess reserves and has reduced its surplus to the Treasury adding to the … Continue reading
Posted in Budget Deficit, Interest Rates, Monetary Policy, Uncategorized
Tagged U.S. monetary policy
38 Comments
COTD: U.S. Population By County Size
Wow! More than half of the U.S. population lives in only 144 counties or just about 4.5 percent of the total number of counties throughout the United States. Keep that context when you see one of these political maps.
Posted in Politics, Population, Uncategorized
Tagged Red-Blue Map of the U.S., U.S. Population By County
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Global Risk Monitor – May 12
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Now We Worry
The way, the why, the timing of the firing of FBI Director, James Comey, baffles us. No partisanship here, however. But now we worry. We wrote in February, When we held positions overnight on Wall Street, we used to … Continue reading
Global Macro Monitor 