Tag Archives: U.S. Economy

QOTD: IMF Economic Forecast

Posted on January 18, 2017 by macromon

There is thus a wider than usual range of upside and downside risks to this forecast. A sustained non-inflationary growth increase, marked by higher labor force participation and significant expansion of the U.S. capital stock and infrastructure, would allow a … Continue reading →

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Where the US economy is headed – FT

Posted on August 12, 2014 by macromon

Cardiff Garcia, US Alphaville editor, talks to James Sweeney, chief economist at Credit Suisse investment bank, about the outlook for the US economy, monetary policy and asset markets. For more video content from the Financial Times, visit http://www.FT.com/video (click here … Continue reading →

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U.S. Economic Data Releases – June 13

Posted on June 13, 2012 by macromon

Econoday reports, Producer Price Index – Down 1%, Core Up 0.2% Lower crude oil prices are working their way into softer inflation again in May. And food prices have weakened. The PPI in May dropped a sharp 1.0 percent, following … Continue reading →

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U.S. Economic Data Releases – June 5

Posted on June 5, 2012 by macromon

(click here if charts are not observable)

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Picture of the Day: Raining on the Risk On Parade

Posted on June 1, 2012 by macromon

This mural in Poland encapsulates the global markets today.  It’s raining pouring on the risk-on trade. The markets were hit by a hat-trick of three Macro Swans coming home to roost — fears of: 1) China hard landing;  2)  Eurozone … Continue reading →

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U.S. Consumer Sentiment Highest In Years

Posted on May 25, 2012 by macromon

From Econoday, The sell-off in the stock market and rising problems in Europe aren’t rattling the US consumer whose sentiment is clearly stronger than it’s ever been during the recovery. The Reuters/University of Michigan index jumped to 79.3, up nearly … Continue reading →

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Today’s U.S. Economic Data

Posted on May 24, 2012 by macromon

(click here if charts are not observable)

Posted in Economics, US Releases | Tagged , , , | 1 Comment

First and Goal for Risk

Posted on October 10, 2011 by macromon

We asked last week if the S&P500 (our proxy for risk markets) was capable of clearing the “red zone”,  the zone of resistance between 1175-1195, which included the 50-day moving average.  The market’s answer?  Like a hot knife through butter! … Continue reading →

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Unfinished Business

Posted on September 22, 2011 by macromon

The markets’ beating and rally into the close has the bottom callers out in force claiming the lows have held.  We’re not so sure.  The three macro legs of the market stool (no pun intended) are still wobbly with the … Continue reading →

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Equity Bulls Battle on Two Fronts

Posted on November 28, 2010 by macromon

The slow improvement of the U.S. economy, reflected in weekly jobless claims, coupled with QE2 is providing an underlying bid to the equity market, which is surprising to many, given the increasingly ugly global macro picture.  On the Western Front, … Continue reading →

Posted in China, Commodities, Currency, Equities, Geopolitical, Japan, PIIGS, Rare Earth Elements, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment