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Tag Archives: Economy
The Dow(maggio) Jones Hitting Streak
Wednesday will mark the 83rd anniversary of the start of Joe DiMaggio’s 56-game hitting streak—a record that remains unchallenged in baseball. Similarly, the stock market has exhibited its own streakiness recently, with the Dow Jones Industrial Average closing in the … Continue reading
S&P500 – Will the 20-week MA hold after six straight down days?
The S&P 500 closed precisely at its 20-week moving average following six consecutive days of declines. It is noteworthy that the index briefly dipped below its 20-week moving average during after-hours trading early on Friday, but rebounded as the Israeli-Iranian … Continue reading
Can The Fed Cut Rates w/ Financial Conditions So Easy?
The Fed’s attempt to tighten monetary policy is being cannibalized by the private sector’s accelerated easing of financial conditions through market-based financial instruments. The following chart is simply stunning. Since the Fed began its monetary tightening campaign in March … Continue reading
Posted in Uncategorized
Tagged Economy, Federal Reserve, finance, Inflation, Stock Market
9 Comments
Stocks On A Long Monetary Leash
M2 Money Stock – Weekly % Year-on-Year Change Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. Not so stunning to see the stock market mania being led and fueled by … Continue reading
Posted in Coronavirus, Economics, Uncategorized
Tagged Bubble, COVID, Economy, Inflation, Money Supply, Stocks, U.S. GDP
1 Comment
John Bolton Confirms What GMM Suspected All Along
Xi is playing that guy like a Stradivarius fiddle. – GMM, Oct 2019 John Bolton’s new book is now in the hands of journalists and the deets are beginning to leak out. We state categorically GMM is not a big … Continue reading
Posted in Economics, Politics, Uncategorized
Tagged Economy, Global Macro Monitor, John Bolton
6 Comments
Chasing The FOMO Titanic Rally
FOMO – (Fear Of Missing Out) Panic buying is a type of behavior marked by a rapid increase in purchase volume, typically causing the price of a good or security to increase. From a macro perspective, panic buying reduces supply and creates … Continue reading
Bad Look Of High Stock Prices & High Unemployment
In a few hours, the BLS will release the employment situation for April, which will illustrate the devastation the COVID crisis has inflicted on the U.S. labor market. Since the crisis began 30 million plus American workers have filed for … Continue reading
Posted in Economics, Economist, Politics, Uncategorized
Tagged Economist, Economy, Stock Market, Unemployment
16 Comments
Are You Buying At These Valuations? Not Buffett
More than his words, he spoke with his wallet. He usually relishes a down stock market to take advantage of lower prices. Not this time. He hadn’t made any purchases recently; he didn’t buy up stocks when they had fallen … Continue reading
Posted in Bonds, Coronavirus, Equities, Uncategorized
Tagged bonds, Economy, Equities, Stocks, Unemployment
18 Comments
America’s Bearish Day At The Beach
Summary We are growing increasingly bearish on America’s prospect to arrest the spread of COVID-19 due to growing restlessness over the shelter-in-place rules leading to quarantine fatigue, weak political leadership, and lack of uniform measures to mitigate the spread across, … Continue reading
A life of boom and bust: Can Argentina break the cycle?
A century ago, Argentina was one of the ten richest countries in the world. But crisis after crisis has earned it the dubious distinction of being the only nation ever to regress to developing country status. With hyperinflation, devaluations and … Continue reading
Global Macro Monitor 