Tag Archives: Stocks

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 →

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Week In Review – January 25

Posted on January 27, 2019 by macromon

Summary Modest gains for most risk markets last week Big rallies in Turkey and Mexico bond markets. Mexico inflation comes in better than expected Some weakness in lower-end of U.S. credit.  See our post on the corporate bond market. Euro … Continue reading →

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Global Risk Monitor – January 25

Posted on January 26, 2019 by macromon

Help keep the lights on at the Global Macro Monitor.   Contribute any amount based on your perception of our value added by clicking the PayPal donate widget at the right side of the screen.  You don’t need a PayPal account just a … Continue reading →

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Week In Review – January 18

Posted on January 21, 2019 by macromon

Better late than never.  The markets are closed today, not much goin’ on. Summary The risk markets still in bounce mode, led by emerging The U.S. bank index up big for the week Energy and biotech continue to ramp Commentary … Continue reading →

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Global Risk Monitor – January 18

Posted on January 19, 2019 by macromon

Help keep the lights on at the Global Macro Monitor.   Contribute any amount based on your perception of our value added by clicking the PayPal donate widget at the right side of the screen.  You don’t need a PayPal account just … Continue reading →

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Global Risk Monitor – January 11

Posted on January 12, 2019 by macromon

Help keep the lights on at the Global Macro Monitor.   Contribute any amount based on your perception of our value added by clicking the PayPal donate widget at the right side of the screen.  Thank you!

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Week In Review – January 4

Posted on January 6, 2019 by macromon

Summary What a week to start the year. U.S. stocks trading like an emerging market Big money flows into emerging markets, particularly big Latins.  Look at move yields and currency U.S. bond yields spiked on Friday as stock shorts, as … Continue reading →

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Global Risk Monitor – January 4

Posted on January 5, 2019 by macromon
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Druckenmiller on Economy & Fed – Bloomberg

Posted on January 1, 2019 by macromon

Dec.18 — Billionaire investor Stanley Druckenmiller discusses the outlook for the U.S. economy, his investment strategy for stocks and bonds, President Donald Trump’s attempts to sway Federal Reserve policy and the prospects for a solution to the U.S.-China trade dispute. … Continue reading →

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Year In Review – 2018

Posted on January 1, 2019 by macromon

Summary Fugly year for the financial markets.  Unless you’re a trader, 2018 couldn’t end fast enough.  The country ETF table illustrates the pain for dollar-denominated returns as only Qatar and Saudi delivered positive returns > 0.5 percent China and Brazil … Continue reading →

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