Tag Archives: Politics

Global Risk Monitor: Week In Review – January 31

Posted on February 1, 2025 by macromon

The financial markets are poised for heightened volatility following President Donald Trump’s decision to impose broad tariffs on Mexico, Canada, and China. The move, which includes a 25% tariff on imports from Mexico and Canada and a 10% tariff on … Continue reading →

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Global Risk Monitor: Week In Review – Nov 29

Posted on November 29, 2024 by macromon

Cracks in Global Economies Amid Easy Financial Conditions Despite the extremely easy financial conditions in the United States as measured by the Chicago Fed’s National Financial Conditions Index (NFCI), significant economic stress is emerging across key markets, exposing vulnerabilities that … Continue reading →

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La France sous pression

Posted on November 27, 2024 by macromon

Key Facts: Market Impact: French 10-year bond yield spreads hit their highest since 2012, reflecting investor concerns about political instability. Budget Controversy: The €60bn budget proposal includes significant austerity measures, risking parliamentary backlash. Political Stakes: Far-right leader Marine Le Pen’s … Continue reading →

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Japan Political Earthquake: LDP Tanks

Posted on October 27, 2024 by macromon

Key Facts The LDP coalition lost its majority, holding only 214 of the 233 required seats. Voter dissatisfaction stems from years of stagnant wages and rising costs. The loss is the LDP’s worst electoral result since 2009. Ishiba, newly appointed, … Continue reading →

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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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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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Time To Fear The American Street 2.0

Posted on March 18, 2023 by macromon

Here’s a repost to keep on your radar, given the expected fireworks on Tuesday.  Getting long water canons and the National Guard. The question is which side does the National Guard side with in the Red States?  Will Biden have … Continue reading →

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Susan Rice VEEP Pick Ramping

Posted on August 7, 2020 by macromon

Susan Rice has narrowed a 33 point gap on August 2nd in the prediction markets to within 7 points of Senator Kamala Harris to become Joe Biden’s choice as the Democratic vice presidential nominee.     See our July 19th post, … Continue reading →

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Susan Rice — The Next VEEP?

Posted on July 19, 2020 by macromon

Susan Rice, who served as President Obama’s  Ambassador to the United Nations and  National Security Advisor, has skyrocketed in the prediction markets over the past few days as Biden’s VEEP choice. Biden has already locked himself into choosing a woman … Continue reading →

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The COVID Economy In Suspended Animation

Posted on July 14, 2020 by macromon

Summary The U.S. economy is not real and in a current state of “suspended animation” The COVID rescue package has introduced significant distortions into the economy The “Corona Capitalists,” some very well capitalized and liquid corporations, have accounted for a … Continue reading →

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