Tag Archives: News

Swing State Economic Outperformance

Posted on September 28, 2024 by macromon

Key Points: Six of seven key battleground states outpaced national GDP growth in Q2 2024. Michigan and Wisconsin were among the top 10 fastest-growing states. Pennsylvania rebounded after contracting in Q1. Arizona, Georgia, and North Carolina saw higher-than-average growth. Nevada’s … Continue reading →

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Mr. Softee Gets Lost in the Cloud

Posted on July 30, 2024 by macromon

Microsoft (MSFT) reported its fiscal fourth-quarter earnings, surpassing Wall Street’s expectations on EPS and revenue but falling short of cloud revenue forecasts, notably in its Intelligent Cloud segment. Despite this, overall revenue increased by 15% yearly, with Intelligent Cloud revenue … Continue reading →

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Olympic Gold Diggers

Posted on July 30, 2024 by macromon

“Gold medals aren’t really made of gold. They’re made of sweat, determination, and a hard-to-find alloy called guts.”  — Dan Gable Awesome graphic from the Visual Capitalist.  This year, 10,500 athletes will compete across 329 events to billions of viewers … Continue reading →

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No Country For Old Men

Posted on June 30, 2024 by macromon

Wendell:    That’s very linear, Sheriff.Ed Tom Bell:    Well, age will flatten a man. – No Country For Old Men When I was younger, I could remember anything, whether it had happened or not; but my faculties are decaying … Continue reading →

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Run-CMC: David Tepper’s Worst Trade?

Posted on January 29, 2024 by macromon

The 49ers’ running back, Christian McCaffrey, aka CMC, was instrumental in leading his team to Super Bowl LVIII, which will be played on February 11th in Las Vegas.   CMC came to the Niners in a trade for draft picks in … Continue reading →

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Apple Needs “Big Mama” Beat to Keep the Markets Rolling *

Posted on October 17, 2010 by macromon

Apple reports after the bell on Monday and we think this event will determine the direction of the risk markets over the next few weeks.  Given its recent and historic run-up into earnings, the company will have to beat estimates … Continue reading →

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7th-Inning Stretch Reading

Posted on October 8, 2010 by macromon

A little something to read during the 7th-inning stretch.  Go Giants! China China’s economy buoys super-spenders – CNTN China’s household wealth to double by 2015 – Reuters China Sold the Most Japanese Debt on Record in August – MoneyNews.com Commodities Commodities: … Continue reading →

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Ryder Cup Weekend Reading

Posted on October 2, 2010 by macromon

A little Ryder Cup fodder to pass the time during the rain delays.  Our faves, and your must reads,  are highlighted in green, in honor of Lula and the Brazilian elections this Sunday.  Click highlighted source to link to original … Continue reading →

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Commodities close at eight-month high

Posted on September 24, 2010 by macromon

The CRB index is now just 3.5 percent below the Jan. ’10 post-bubble high and, this, with crude down over 10 percent.  Crude, heating oil, and natural gas make up about 18 percent of the index.   Look for commodity … Continue reading →

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The Squeeze in Global Rubber Supplies

Posted on September 23, 2010 by macromon

Rubber is bouncing…. Goodyear Tire & Rubber and Cooper Tire & Rubber, the two largest U.S. tiremakers, have begun notifying customers they will raise tire prices by as much as 6.5% by early November. Bridgestone, the largest tiremaker by sales, … Continue reading →

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