Tag Archives: Trump

Ten Good Weekend Reads

Posted on December 15, 2018 by macromon

Haven dollar touches 1½-year high as global growth worries dominate trading – MarketWatch Conte Says His Budget Deficit Offer Is the Best Italy Can Do – Bloomberg The Fed’s Critical Role for 2019 – Barron’s Business debt swells to $9 … Continue reading →

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The Free Trade Debate: Markets Losing Patience

Posted on December 7, 2018 by macromon

I bought of very nice pair of denim jeans the other night for $9.00.   When I was in grad school just a few decades ago, I paid $26.00 for a pair of lesser quality.  That is about $62.00 in 2018 … Continue reading →

Posted in Economics, Trade War, Uncategorized | Tagged , , , | 4 Comments

Republicans Set For Historical Thumping In Midterms

Posted on October 29, 2018 by macromon

Updated October 30 @ 1:15 a.m. –   Data correction  Summary President Trump’s Gallup approval rating has collapsed over the past week We have updated our simple single factor model, which now projects the Republicans will lose 53 House seats next … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged , , | 1 Comment

Browbeating the Fed 2.0

Posted on October 11, 2018 by macromon

As the market melt and President Trump ramps up his rhetoric on Fed rate hikes, we thought you’d be interested in our July post. By the way,  the geopolitics in the Taiwan strait are growing much hotter since we wrote.  … Continue reading →

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All eyes on Trump as world leaders gather for UN General Assembly

Posted on September 24, 2018 by macromon

After President Donald Trump used last year’s UN General Assembly to outline his ‘’America First’’ policy, many nations are stressing the importance of old alliances and partnerships.… READ MORE : http://www.euronews.com/2018/09/23/al…

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Google: At Least We Had The Zip Code Right

Posted on August 28, 2018 by macromon

Stunning, though not surprising, to hear the POTUS hammer Google today, ….results on “Trump News” are from National Left-Wing Media, very dangerous. Google & others are suppressing voices of Conservatives and hiding information and news that is good. They are … Continue reading →

Posted in Equities, Technology, Uncategorized | Tagged , | Leave a comment

Overhyped Relative Job Creation. Sound Familiar?

Posted on July 30, 2018 by macromon

Steven Rattner, whom the UAW can thank for leading the auto bailout during the GFC,  presented these graphs today on Morning Joe.   Does the analysis look a little familiar? It should.  We first presented it in our, Deconstructing The … Continue reading →

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

Is Trump Starting To Lean On The Fed Or Setting It Up?

Posted on July 19, 2018 by macromon

President Trump said in an interview with CNBC’s Joe Kernan this morning he “does not agree”, is not “thrilled” or “happy” with the FOMC’s interest rate hikes.  The full interview and transcripts will be available tomorrow. Click here for excerpt … Continue reading →

Posted in Fed, Uncategorized | Tagged , | 11 Comments

The Day “Strategic Ambiguity” Died

Posted on July 18, 2018 by macromon

The hits just keep on coming. There is a new sheriff in town, the old order is crumbling, and we are afraid the world is going to become much more unstable in the next few years.  Assets markets are incapable … Continue reading →

Posted in China, Geopolitical, Trade War, Uncategorized | Tagged , , | 36 Comments

Was Helsinki Trump’s “Jane Fonda” Moment?

Posted on July 17, 2018 by macromon

It has been over three years since President Trump first launched his successful campaign for the highest office in the land. The then unconventional candidate, and now president: has broken almost every rule in the political playbook; is a walking … Continue reading →

Posted in Geopolitical, Politics, Uncategorized | Tagged , , , | 12 Comments