Category Archives: Uncategorized

Building a Wall Between the U.S. and Mexico – Stratfor

Posted on January 26, 2017 by macromon

Stratfor Latin America Analyst Reggie Thompson discusses the steps that would have to be taken before the construction of a wall along the U.S.-Mexico border could begin. For more analysis, visit: http://www.Stratfor.com  

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Who Could Lose the Most in a U.S.-China Trade War?

Posted on January 25, 2017 by macromon

Jan.22 — Now that Donald Trump is in the White House, the world’s biggest companies are trying to gauge the likelihood of a U.S. trade war with China. If the tension escalates, there could be losers on both sides. Bloomberg’s … Continue reading →

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“Good Trump” Catapults Dow To 20K As “Bad Trump” Lurks

Posted on January 25, 2017 by macromon

Party on, Garth! The Dow crossed 20k as the market perceives accelerated future profit growth from the “Good Trump” policies – deregulation, etc. – and traders surf the Keystone pipeline to higher prices.   The momentum will continue until it … Continue reading →

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Inflation Cometh

Posted on January 23, 2017 by macromon

Our view that inflation in the U.S. is going to be the biggest market risk of 2017 is starting to take shape.   Take a look at rents in the second chart below. European political risks?   Nah. The March 15 elections … Continue reading →

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America-first and the dollar-yen trade – FT

Posted on January 23, 2017 by macromon

The FT’s Leo Lewis looks at how uncertainty over US President Donald Trump’s America First policy affects the dollar-yen currency trade. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

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Reagan-Trump S&P500 Analog

Posted on January 22, 2017 by macromon

We continue to track the meaningless (in terms of projecting trajectory)  Reagan-Trump S&P500 analog.  At their respective inaugurations, the Trump S&P is outperforming Reagan by 4.4 percent.  Note, Trump was inaugurated 51 trading days after the election whereas Reagan’s inauguration … Continue reading →

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French Oat-German Bund 10-year Spread

Posted on January 22, 2017 by macromon

Stabilizing at around 50 bps. Who will be elected president of France in 2017? https://t.co/NZvm7HNJXe via @PredictIt_ — Gregor Samsa (@macromon) January 22, 2017

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US Sector ETF Performance – Jan 13

Posted on January 22, 2017 by macromon
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Global Risk Monitor – January 20

Posted on January 22, 2017 by macromon

Click on table to enlarge and for better resolution

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You’re Hired!

Posted on January 21, 2017 by macromon

S0urce:  Economist    

Posted in Politics, Uncategorized | Tagged , | 1 Comment