Category Archives: Uncategorized

QOTD: Vive La France!

Posted on February 3, 2017 by macromon

Maybe, just maybe, France will turn out to be the place where the populist tide is turned. – Philip Stephen, FT We concur!

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Why Billionaire Investor Ray Dalio Did an About-Face on Trump – Bloomberg

Posted on February 2, 2017 by macromon

Feb.01 — Billionaire Ray Dalio, who in November was bullish on the incoming president’s ability to stimulate the economy, is now saying he’s more concerned that the damaging effects of Trump’s populist policies may overwhelm the benefits of his pro-business … Continue reading →

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Apple’s Revenue Breakdown

Posted on February 1, 2017 by macromon

Apple’s stock was up over 6 percent today.  Here is the breakdown by region and product.  Note, the continued decline in China and the 18 percent increase in services, which the market is all lathered up about.

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Will Fillon Scandal Boost Le Pen and Macron? – WSJ

Posted on February 1, 2017 by macromon

Published on Feb 1, 2017 He was the front-runner in the race to become France’s next president. But have allegations that François Fillon misused public funds created an opening for far-right leader Marine Le Pen and centrist Emmanuel Macron? WSJ’s … Continue reading →

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Quote of the Day: Joe Nye, The Havard Guy

Posted on February 1, 2017 by macromon

Caligula made his horse a senator. Why? To show disdain for institutions  – Joe Nye

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Global Risk Monitor – January 31

Posted on January 31, 2017 by macromon

Click on table to enlarge and for better resolution

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The Amazon Effect

Posted on January 29, 2017 by macromon

But still lots of room for growth:

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COTD: Trade With Mexico

Posted on January 27, 2017 by macromon

(COTD = Chart of the Day)

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Almost All World’s Currencies Undervalued

Posted on January 27, 2017 by macromon

We’ve put together a couple of tables showing the undervaluation of the world’s currencies based on their 2016 purchasing power parity against the U.S. dollar. The Purchasing-power-parity (PPP) between two countries is the rate at which the currency of one … Continue reading →

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COTD: WalMart Nation

Posted on January 26, 2017 by macromon

Which jobs do you think trade tariffs will destroy?  Retail, no? As tariffs and border taxes are implemented,  the price of goods rise,  real income falls,  ergo demand falls and fewer WalMart shoppers buying higher priced goods equal layoffs.   … Continue reading →

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