Category Archives: Uncategorized

The U.S. By Best Selling Music

Posted on February 9, 2017 by macromon

The map [below] shows the best selling singer, musical artist or band from each of the 50 US states. While many expected names make the list such as Elvis, Prince, Madonna, etc. there are quite a few surprises.  – Brilliant … Continue reading →

Posted in Charts, Uncategorized | Tagged | Leave a comment

Quote of the Day: Underfunded California Pensions

Posted on February 9, 2017 by macromon

If the Dodgers fall short, though, fans will be merely disappointed. If CalPERS or CalSTRS falls short, those same fans (and everyone else in California) will have to pay extra to make up the shortfall.  – Reason.com

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

COTD: Oil Prices Surging!

Posted on February 9, 2017 by macromon

Just not the oil you think.   Should be good for Italy, Spain, Greece, and….California. . (COTD = Chart of the Day)

Posted in Commodities, Uncategorized | Tagged | Leave a comment

The Resurgence of the State in the Chinese Economy? – PIIE

Posted on February 9, 2017 by macromon

Probably one of the most productive hours you will spend all year understanding the Chinese economy.   The Peterson Institute is very good. . Published on Feb 7, 2017 PIIE experts assess the degree of resurgence of the state in the … Continue reading →

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

European bonds suffer from uncertainty – FT

Posted on February 8, 2017 by macromon

Keep some powder dry to buy the French Dip.    That is,  the market panic over the  Euro elections,  if there is one. The French will hold the populist “Maginot Line” and Le Pen will lose in the second round, “bigly“.  … Continue reading →

Posted in Eurozone Sovereign Spreads, Politics, Sovereign Risk, Uncategorized | Tagged , , , | Leave a comment

Talking ’bout Mexico – JT

Posted on February 7, 2017 by macromon

So King David at thinkinthemorning.com sends over an article showing U.S. stocks with revenue exposure to Mexico.   Starts us thinking about who is smarter,  equity traders or currency traders,  who follows who,  or who is fooled by randomness? . … Continue reading →

Posted in Currency, Equities, Geopolitical, Uncategorized | Tagged , , , | Leave a comment

What Really Keeps Us Up At Night – Do The Math

Posted on February 6, 2017 by macromon

Lots of these being drawn up by the new U.S. administration. The one that scares us most is this: Mattis: US will defend Japanese islands claimed by China – CNN And today we hear this: China sails warships near islands … Continue reading →

Posted in China, Geopolitical, Uncategorized | Tagged , | Leave a comment

Tremors in the Eurozone (Again)

Posted on February 6, 2017 by macromon

The France OAT-German Bund 10-year blew out another 12 bps today.  This is off our charts going back to December 2012.   The FT reports, “Markets underpriced the political risks in 2016 and they are determined not to do the … Continue reading →

Posted in Eurozone Sovereign Spreads, Geopolitical, Uncategorized | Tagged | Leave a comment

French Oat-German Bund 10-year Spread

Posted on February 5, 2017 by macromon

Starting to get interesting.   The French 10-year Oat- German 10-year bund spread widened and closed at its highest level since January 2014 on Friday.  Francois Fillon has dropped like a stone in the past few weeks as the political scandal … Continue reading →

Posted in Bonds, Eurozone Sovereign Spreads, France, Uncategorized | Tagged , | 1 Comment

US Sector ETF Performance – Feb 3

Posted on February 5, 2017 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment