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Tag Archives: Economy
King Dollar Drives Yen to 38-year Low
The Japanese yen’s dramatic decline underscores the powerful influence of the Federal Reserve on global markets. Japanese authorities find their intervention efforts ineffective as the yen touched a 38-year low against the dollar. The persistent strength of the US dollar, … Continue reading
How America Spends vs. How American Spent
Over the past fifty years, American household spending has significantly changed due to technological advancements, globalization, and evolving socio-economic factors. Housing costs have dramatically increased, consuming 27% of household budgets today compared to 19% in 1984, fueled by the chronic … Continue reading
Global Risk Monitor: Week In Review – June 21
The global markets experienced mixed results for the week. Equity markets mostly rose, led by a rebound in European shares and Brazil, while bond yields exhibited slight increases. Currencies saw the dollar index strengthening slightly, with mixed movements among major … Continue reading
Follow The Capital Flows
According to IMF data reported by Bloomberg News, despite global calls to diversify away from the dollar, the U.S. has attracted a significant share of international investment post-Covid. The U.S. share of global investment flows rose from 18% pre-pandemic to … Continue reading
Global Risk Monitor: Week In Review – May 24
According to the Chicago Fed’s National Financial Conditions Index (NFCI), national financial conditions have eased significantly. Financial conditions are looser than when the Fed began its tightening cycle in March 2022, with the NFCI at levels last seen in November … Continue reading
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
Global Macro Monitor 