Tag Archives: Fiscal Cliff

Cliff Diving – Day 1

Posted on November 12, 2012 by macromon

We’re restarting a modified version of the Armageddon Trade.  We tracked and monitored this trade on a daily basis during the last fiscal and debt ceiling crisis in the summer of 2011.   We’ll follow the real-time market indicators listed in … Continue reading →

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Composition of the U.S. Fiscal Cliff

Posted on November 11, 2012 by macromon

Here’s some background and a nice chart on the fiscal cliff prepared by the IMF for last week’s G20 FinMin meeting.  Note also the U.S. debt ceiling, which currently stands at $16.394 trillion with current outstanding debt at $16.245 trillion, is … Continue reading →

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It’s Health Care, Stupid!

Posted on November 11, 2012 by macromon

Great chart from the CBO on where the runaway spending will take place in future U.S. federal budgets.  It’s mostly all health care due to an aging population. We sense the next “Big, Big Thing” is going to come in … Continue reading →

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“US Set to Restage Greek Tragedy” – Der Spiegel

Posted on November 8, 2012 by macromon

How is the rest of the world (ROW) viewing America’s fiscal problems? Here is Germany’s Der Speigel, The US has more in common with heavily indebted southern European countries than it might like to admit. And if the country doesn’t … Continue reading →

Posted in Black Swan Watch, Dollar, Fiscal Policy, Germany | Tagged , , , | 15 Comments

Longs Send Out Mayday As ISM NMI Disappoints

Posted on May 3, 2012 by macromon

Noisy markets.  Noisy data. Buckle up for tomorrow’s big one. Today’s action was just the opposite of our May Day post when shorts got their manhood caught in a bear trap.   Though we believe markets are a little too … Continue reading →

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