Tag Archives: Politics

Mr. (Bond) Market Prepares to Take Down Silvio

Posted on November 7, 2011 by macromon

Remember the 1997 Asian Financial Crisis?   The bond and currency markets took down Indonesia’s Suharto regime, which survived three decades of student protests, attempted coups, and external pressure.   What tanks couldn’t do, markets did. With G-Pap now gone Club Med … Continue reading →

Posted in Black Swan Watch, Bonds, Euro, Geopolitical, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

Austerians Rising

Posted on September 28, 2011 by macromon

Interesting chart from the Economist.  Note the Brits are  much less supportive of spending cuts as they are actually experiencing the pain of an austerity program.  In other countries austerity is more of a concept than a reality. The Economist … Continue reading →

Posted in Budget Deficit, Charts, Fiscal Policy, Policy, Politics | Tagged , , , | Leave a comment

If this is Socialism, call me Comrade

Posted on December 31, 2010 by macromon

No politics or partisanship here, “just the facts ma’am”.  The stock market as measured by the S&P500 is up just about 50 percent since President Obama’s inauguration to today’s close.   Only Eisenhowser comes close, but not even in the same … Continue reading →

Posted in Equities, Politics | Tagged , , | 17 Comments

France’s half-century spending spree is coming to an end

Posted on October 28, 2010 by macromon

Run don’t walk to James Traub’s Foreign Policy’s piece, The Spectacle of the Society.  Sarkozy’s approval ratings are at 30 percent as he battles rioters.   There is a lot here, even for Americans: The drama of rewriting the postwar social … Continue reading →

Posted in Geopolitical, Politics, Sovereign Risk | Tagged , , , , | Leave a comment

Bloomberg to Replace Geithner?

Posted on October 1, 2010 by macromon

The Washington rumor mill is buzzing!  Larry Kudlow just said a Washington insider told him Michael Bloomberg will replace Tim Geithner as Treasury Secretary.  The NY Post reported in early September the President had spoken with Bloomberg about the Treasury job.   Doesn’t he … Continue reading →

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