Author Archives: macromon

Yellen Says Curve Likely To Be Flatter – Bloomberg

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Tax Reform At Risk After Trump’s ‘Bama Facial?

We think the probability is much higher than markets have priced. Susan Collins and Rand Paul  are now waffling on their tax reform vote.   Lots of flaws in the bill need to be fixed as haste makes waste. Hard … Continue reading

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Week In Review – Data Only

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IMF calls for China banks to boost capital buffers – FT

The IMF has called on China’s banks to strengthen their capital buffers beyond global rule requirements in order to fortify themselves against the risk of an economic shock. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs  

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Sector ETF Performance – December 8

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Global Risk Monitor – December 8

 

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BlackRock Says Inflation Can Lift 10-Year Rate – Bloomberg

Bloomberg TV Markets and Finance Dec.08 — Rick Rieder, global fixed income chief investment officer at BlackRock, examines the yield curve and how it impacts his 2018 investment strategy. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg Markets: The Open.”

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Did He Really Say That?

Geeezo Christopher Columbus!   What a bitch slap directly to the face of “the deplorables.” The tax reform bill is rapidly setting up the potential for some major political blowback.  Vive les élites! I think not having the estate tax … Continue reading

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Sector ETF Performance – December 1

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Global Risk Monitor – December 1

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