-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,206 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Tag Archives: Politics
Global Risk Monitor: Week in Review – March 7
Key Facts and Observations: Major U.S. indices declined significantly due to tariff uncertainties. The euro currency spiked after Germany announced a massive fiscal spending package. Germany’s new budgetary strategy caused historic bond yield increases. ECB lowered rates amid slowing inflation … Continue reading
Germany Swings Right
Today’s German federal election has delivered a decisive yet complex verdict, with Friedrich Merz’s center-right Christian Democratic Union/Christian Social Union (CDU/CSU) securing a plurality of the vote at around 29%, as exit polls suggest. Meanwhile, the far-right Alternative for Germany … Continue reading
Global Risk Monitor: Week In Review – January 31
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
Posted in Uncategorized
Tagged China, Economy, Federal Reserve, finance, Inflation, Interest rates, Investing, Politics, Stock Market, Tariffs
Leave a comment
Global Risk Monitor: Week In Review – Nov 29
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
La France sous pression
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
Japan Political Earthquake: LDP Tanks
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
Swing State Economic Outperformance
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
Posted in Uncategorized
Tagged Donald Trump, Joe Biden, kamala-harris, News, Politics
Leave a comment
No Country For Old Men
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
Posted in Uncategorized
Tagged hunter-biden, Joe Biden, News, Politics, president-joe-biden
Leave a comment
Time To Fear The American Street 2.0
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
Posted in Politics, Uncategorized
Tagged Politics, The American Street, The Arab Street
Leave a comment
Susan Rice VEEP Pick Ramping
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
Posted in Politics, Uncategorized
Tagged Biden, Politics, Susan Rice, Vice President
Leave a comment
Global Macro Monitor 