Great Expectations Jul19

Posted by & filed under White Papers/ Thought Pieces.

mjge

  For the last several weeks, I’ve been watching what I eat. After months of travel and often substituting the contents of my minibar for dinner, I had grown concerned that my bloodstream was permanently clogged with Pringle fragments. So I bought some actual fruits and vegetables (goodbye, scurvy!) and sat down to eat something

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The Daily Shot 7/15/16: Global Macro Currents Jul15

Posted by & filed under The Daily Shot.

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Greetings,1. We begin with China where the latest economic figures are for the most part stronger than forecast. The GDP, industrial production, the money supply growth and credit expansion all came in above expectations. Source: Investing.com US futures jumped on the data release from China. The charts below show year-over-year growth in retail sales and

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The Daily Shot: 4/8/16 Global Macro Currents Apr8

Posted by & filed under The Daily Shot.

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Greetings, Let’s begin with the global financial markets where the risk-off sentiment has returned. Dollar-yen hit 108, which is quickly becoming a disaster for the BoJ – potentially reigniting deflationary pressures. Many anticipate the BoJ to intervene in some fashion to stem the yen appreciation. The rise in yen is viewed as a sign of risk

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