Tag Archives: U.S.

China’s Other Nuclear Option

Posted on March 25, 2018 by macromon

Sorry to be such a downer, folks. We have to stress test the macro scenarios versus current market conditions by looking at worst case events, then calculating expected values based on the most likely probabilities. Especially after such a huge … Continue reading →

Posted in Apple, China, Equities, Uncategorized | Tagged , , , , | 18 Comments

Party Like It’s 1999: U.S. – German 2-year Yield Divergence

Posted on November 20, 2017 by macromon

What does this mean for capital flows?  Euro should weaken, but it ain’t! ECB timid and waaaay behind the curve. The policy divergence between the U.S. & Germany is widening. The gap between U.S. & German 2-year yields is at … Continue reading →

Posted in Bonds, German Bund, Germany, Uncategorized | Tagged , , | Leave a comment

COTD: Guess Who Is Growing And Who Is Not?

Posted on July 23, 2017 by macromon

We will give you a hint: …credit is the mother’s milk of growth; without credit the economy cannot flourish. And credit cannot flow freely without a well-functioning financial system. – Mark Zandi But as Japan and the others illustrate, there’s … Continue reading →

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COTD: Trade With Mexico

Posted on January 27, 2017 by macromon

(COTD = Chart of the Day)

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USA vs CHINA – BBC 2016 (Must View)

Posted on January 14, 2017 by macromon

Things are starting to heat up in the Taiwan Straight and only to get hotter under the Trump Administration.  This BBC video is great background. China’s foreign ministry hit back in a statement advising Trump, a billionaire property tycoon who … Continue reading →

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U.S. Q3 GDP Growth Revised Up to 3.9%

Posted on November 25, 2014 by macromon

The revision to U.S. Q3 GDP growth came in better than expected.   The BEA reported this morning, Real gross domestic product — the value of the production of goods and services in the United States, adjusted for price changes — … Continue reading →

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Unemployment rate by major worker group – BLS

Posted on March 14, 2013 by macromon

Among the major worker groups, the unemployment rate for whites (6.8 percent) declined in February while the rates for adult men (7.1 percent), adult women (7.0 percent), teenagers (25.1 percent), blacks (13.8 percent), and Hispanics (9.6 percent) showed little or … Continue reading →

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Stratfor: China’s Expanding Maritime Claims

Posted on January 22, 2013 by macromon

This is really good stuff and what we see as the biggest swan risk of 2013 “China is using its presence to make a case in any future international mediation that possession is nine- tenths of the law and China … Continue reading →

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Unemployment Rates of Selected OECD Countries

Posted on October 3, 2012 by macromon

Nice chart from the BLS. (click here if chart is not observable)

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Punk real earnings in the U.S.

Posted on September 19, 2012 by macromon

The BLS reports, Real average hourly earnings for all employees fell 0.7 percent from July to August, seasonally adjusted. This decline resulted from unchanged average hourly earnings combined with a 0.6-percent increase in the Consumer Price Index for All Urban … Continue reading →

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