Tag Archives: Recession

Two Charts Keeping Us On The Beach

Posted on February 17, 2020 by macromon

I’ve seen fire and I’ve seen rain.  I’ve seen manias the public thought would never end. Until they do. This ain’t our first rodeo.  We have seen these types of asset bubbles many times during our career, especially when you … Continue reading →

Posted in Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , | 10 Comments

Thank You, Mr. Gundlach

Posted on March 13, 2019 by macromon

In our Monday post, we stated, Absolutely stunning to see such large budget deficits as far as the eye can see with the actual and projected unemployment rate under 5 percent. What kind of budget deficit beast will we run … Continue reading →

Posted in Economics, Food Prices, Uncategorized | Tagged , , , , | Leave a comment

Das ist nicht gut!

Posted on February 13, 2019 by macromon

Good Morning from #Germany which may already entered recession. Catastrophic fall in industrial production in Q4 — after neg GDP growth in Q3—has raised fears that Germany is in technical recession. Fed Stat Office will publish 1st estimate. Would be … Continue reading →

Posted in Economics, Germany, Uncategorized | Tagged , | Leave a comment

Eurozone’s No Jobs, No Growth Economy

Posted on April 2, 2013 by macromon

Do you sense a policy change?   After the dismal data dump today the Euro markets seem to believe they do. (click here if charts and video are not observable)

Posted in Euro, Germany | Tagged , , , , | 1 Comment

No end in sight to Spain’s financial troubles

Posted on July 30, 2012 by macromon

Hurry up, Mario! (click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Spain | Tagged , , , | Leave a comment

Picture of the Day: Spain’s Real Estate Bust

Posted on March 23, 2012 by macromon

Apartment blocks in Sesena in the Toledo Provence near Madrid, Spain, seen on February 9, 2012. Only a 45-minute drive from downtown Madrid, towering vacant apartment blocks loom over empty streets and weed-filled lots. Apartments galore are for sale and … Continue reading →

Posted in Black Swan Watch, Housing, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

Eurozone Manufacturing Continues to Slide

Posted on November 2, 2011 by macromon

In case you missed this yesterday. (click here if chart is not observable)

Posted in Economics, Euro | Tagged , | Leave a comment