Tag Archives: Politics

Looks Like A Democratic Tsunami – Cook Report

Posted on July 9, 2020 by macromon

This election is looking more like a Democratic tsunami than simply a Blue wave. President Trump, mired in some of the lowest job approval ratings of his presidency, is trailing Biden by significant margins in key battleground states like Pennsylvania (8 … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 2 Comments

Time To Fear The American Street

Posted on May 28, 2020 by macromon

I used to go home every night as a young Wall Street trader worried about how instability on the “Arab Street” would adversely impact my long unhedged positions.  If you have been a reader of the Global Macro Monitor over … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 3 Comments

The Black Swan Chart Of 2020

Posted on January 20, 2020 by macromon

  The surprising outcome of the 2020 presidential election may be, OK, Boomer.  It’s time to pass the torch of leadership to a new generation.    The younger generations dwarf the boomers in terms of sheer numbers but they have … Continue reading →

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The Night the Red Light Went Out in Georgia?

Posted on November 14, 2019 by macromon

Is Roxane about to put off the Republican red light in Georgia? Stunning New Poll In Georgia It ain’t over ‘til it’s over but the latest polling data from the Atlanta Journal-Constitution is nothing less than stunning.   A Republican presidential candidate has only … Continue reading →

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Ross Perot And Me

Posted on July 9, 2019 by macromon

R.I.P, Ross Perot. The Butterfly Effect Again If not for Ross Perot’s decision to run for president as a third-party candidate in 1992, there would be no President Bill Clinton, no candidate Hillary, and probably no President Trump. Politics is … Continue reading →

Posted in Politics, Uncategorized | Tagged , | 1 Comment

The Snowflake Economy & Market

Posted on June 25, 2019 by macromon

Don’t talk to me about snowflakes.  I have one daughter in college and one about to enter and we have had some very interesting and, let’s just say loud, discussions about free speech,  triggers, snowflakes, and safe spaces.   On one … Continue reading →

Posted in Economics, Politics, Uncategorized | Tagged , , , , | 14 Comments

The Politics of Semantics

Posted on March 10, 2019 by macromon

Are you surprised in our “post-truth” world the 2020 Presidential election is going to be framed by one word,  “Socialism?” What exactly is socialism? Bernie Sanders likes to call himself a democratic socialist but immediately identifies with the Scandinavian countries, … Continue reading →

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Spain snap election – Euronews

Posted on February 15, 2019 by macromon
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The Clash of Generations, Fed, China, And The S&P500

Posted on February 3, 2019 by macromon

We begin the new week with the S&P500 up over 15 percent from the December 26th intraday low at 2346.58 and sitting right at the 100-day moving average (2710.88) and the key .618 Fibo retracement at 2713.88.    Last weekend … Continue reading →

Posted in Equities, Uncategorized | Tagged , , , | 5 Comments

Multiple root problems lie behind Italy’s economic woes – FT

Posted on November 15, 2018 by macromon

Great synopsis of Italy’s economic and political woes by the FT. The country’s lagging GDP per capita is all you need to know to understand the cause of the political conflict and rise of left-right Italian populism. We were surprised … Continue reading →

Posted in Italy, Politics, Uncategorized | Tagged , , , , | 18 Comments