Category Archives: Uncategorized

Fed Ownership of Yield Curve and Balance Sheet Reduction

Posted on May 9, 2017 by macromon

Here you have it, folks, a one stop chart. The chart below shows the total outstandings of Treasury bonds and notes,  the Fed ownership of the total maturities and percentage of outstandings in each year of maturity (note, the data … Continue reading →

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US Sector ETF Performance – May 5

Posted on May 6, 2017 by macromon
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Global Risk Monitor – May 5

Posted on May 6, 2017 by macromon

Click on table to enlarge and for better resolution

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The World’s Fastest Growing Economies

Posted on May 2, 2017 by macromon

We have updated with the latest 2017 estimates and 2018-22 average annual forecasts and ranked the world’s country 2017 GDP forecasts in the ginormous table below.  The data are from the April  2017 IMF’s World Economic Outlook.   A little bump … Continue reading →

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French Oat-German Bund 10-year Spread

Posted on April 30, 2017 by macromon

The Oat-Bund 10-year spread came in almost 20 bps after last Sunday’s first round of the French presidential election.   The Euro strengthened v. the dollar about 1 1/2 percent and was up about 2.3 percent for the month of April. … Continue reading →

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US Sector ETF Performance – April 28

Posted on April 30, 2017 by macromon
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Global Risk Monitor – April 28

Posted on April 30, 2017 by macromon

Click on table to enlarge and for better resolution

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COTD: Where Your Tax Dollars Go

Posted on April 28, 2017 by macromon

 More than half of every dollar went to health care, military last year – MarketWatch .

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QOTD 2.0: More Inflation Cometh

Posted on April 28, 2017 by macromon

The question is:  Has the aircraft carrier of rising global inflation finally left port? Big fiscal stimulus planned in U.S. with labor shortages.  Hmm….  And tariffs on imports increasing. Even China has reversed its deflationary forces. You know when aircraft … Continue reading →

Posted in Euro, Fiscal Cliff Monitor, Inflation/Deflation, Uncategorized, US Releases | Tagged , | 2 Comments

QOTD: Inflation Cometh

Posted on April 28, 2017 by macromon

The key takeaway from this morning’s punk GDP report: Meanwhile, Inflation advanced at a 2.4% annual pace in the first quarter, according to the personal-consumption expenditures, or PCE index. The PCE index–the preferred inflation gauge of the Federal Reserve–easily topped … Continue reading →

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