Tag Archives: Macro Swans

Swan Lake – July 9

Posted on July 9, 2018 by macromon

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM “We won the trade war.”  The market narrative du … Continue reading →

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Swan Lake – July 5

Posted on July 5, 2018 by macromon

Dull.  Boring markets. Fireworks start tomorrow with the first shots are fired in the trade war.  The Trump administration has painted itself into a corner and the only way out is a unilateral capitulation on his part. EM Forget about.  … Continue reading →

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Swan Lake – July 3

Posted on July 3, 2018 by macromon

Just the facts data, ma’am… And the new market narrative by Tom Petty,    

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Swan Lake – July 2

Posted on July 2, 2018 by macromon

Stunning we were just talking about a Mexican presidential candidate winning a plurality of less than 30 percent just a few months ago.   AMLO will enter office with a powerful mandate.  If only we knew for what? Swans relatively quiet.  … Continue reading →

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Swan Lake – June 28

Posted on June 28, 2018 by macromon

Dullsiville on Swan Lake today.  Argentine peso weaker.      

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Swan Lake – June 27

Posted on June 27, 2018 by macromon

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM Risk markets finally starting to take the trade wars serious as … Continue reading →

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Swan Lake – June 26

Posted on June 26, 2018 by macromon

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM The fish weren’t biting on Swan Lake today.   The … Continue reading →

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Swan Lake – June 25

Posted on June 25, 2018 by macromon

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM The Swans were mixed today as the real action … Continue reading →

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Swan Lake – June 20

Posted on June 20, 2018 by macromon

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM Another relatively quiet day on Swan Lake. Italian 2-year … Continue reading →

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Swan Lake – June 19

Posted on June 19, 2018 by macromon

Surprisingly few ripples on Swan Lake today. The Turkish lira, Argentine peso, and SA rand a bit weaker. We are stunned at the complacency in the markets given the hawkish Fed and now coupled with trade war jitters.   These are … Continue reading →

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