SOURCE: Funny Economist – Randall Parker’s Completely Serious Macroeconomics Blog – Read entire story here.
Squawk: U.S. Dollar Index Waits For Fed; Should Push Higher Dollar…
U.S. Dollar Index Waits For Fed; Should Push Higher Dollar bulls are in full cry they like the positive economic tone The strength of the Dollar will continue even if the Fed are on hold There is… [Read More...]
Why the States Must Surge Medical Supplies, explained in two easy points
Why the States must surge medical supplies, explained in two easy points by New Deal democrat Point 1: The most recent “plan” of the Trump Administration is to extend the lockdown through the end of April. It is based on the below graph from a foundation endowed by Bill and Melinda Gates: The graph anticipates […] [Read More...]
Weekly Indicators for March 30 – April 3 at Seeking Alpha
by New Deal democrat Weekly Indicators for March 30 – April 3 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. This was the week when the bottom finally fell out of almost all the remaining data. Clicking over and reading will bring you up to the virtual moment on the economy, and […] [Read More...]
Can we think about politics from Blair onwards in one chart? and what it means for Blue Labour
This is an experiment. You can judge how successful it is. I am trying it because with this election there has been a lot of talk about a revival in Blue Labour to recapture the Red Wall. The Conservatives have been playing to socially conservative voters since at least William (‘a foreign land’) Hague. So why has the strategy succeeded so well in 2019 when it has had at best modest success before now? We can represent all this in a simple diagram that is now widely used The precise positions of the party leaders could be the topic of endless discussion, but for this post I just need them to be roughly right, and for the directions of travel to be right. Blair was fairly liberal but … [Read More...]
You can fool some of the people….
You can fool some of the people all the time…all of the people some of the time…but you can’t fool all the people all the time.Just watch me make a fool out of Lincoln. [Read More...]
Credit Spreads: Comparing COVID-19 to the Collapse of Lehman Brothers
Credit Spreads: Comparing COVID-19 to the Collapse of Lehman Brothers On March 18, Reuters noted something I have been following of late: Concerns about the impact of the coronavirus on corporate America’s balance sheets has tripled the premium investors are demanding to hold even the highest-rated corporate bonds. The difference between the average yield of investment-grade U.S. […] [Read More...]
Remdesivir and Transfer Pricing Part II
Remdesivir and Transfer Pricing Part II Now that I sketched out the transfer pricing for Gilead Sciences with respect to their successful HIV and Hep C products (as much as I can say based on publicly available information), it is time to speculate a bit on how Remdesivir may play out. There is a lot we do […] [Read More...]
Squawk: Equities stay firm into US Employment report A positive “risk…
Equities stay firm into US Employment report A positive “risk on” tone across global equity markets this week has been reinforced by US equity averages again moving to new 2019 highs at yesterday’s… [Read More...]
A day at Del Mar with the great Trevor Denman….
SOURCE: Funny Economist – Randall Parker’s Completely Serious Macroeconomics Blog – Read entire story here.
The Climate Crisis and the Green New Deal
The Climate Crisis and the Green New Deal The Covid-19 pandemic won’t last forever, and at some point we will have to return to figuring out how to respond to the climate crisis. (What a depressing opening line. No, I have no desire to live in a world of permanent crisis.) Is the answer a […] [Read More...]
Macro Monday week 36: The Contrarian Trade of the Year?
In this webcast Saxo’s global macro strategist Kay Van-Petersen examines the big issues for the week and looks for potential market moves. [Read More...]
Coronavirus dashboard for April 4: with lockdowns in place, testing still far behind, no action on necessary “test, track, quarantine” plan
Coronavirus dashboard for April 4: with lockdowns in place, testing still far behind, no action on necessary “test, track, quarantine” plan – by New Deal democrat Here is the update through yesterday (April 3) I’ve changed the format, moving the “just the facts, ma’am” data to the top, and comments at the end. The four […] [Read More...]
Connecting the dots…or not.
It is apparently lost on young Mr. Kaepernick that while he is speaking out against oppression he is also wearing a T-shirt glorifying Fidel Castro. The contradiction means nothing to him and is evidently beyond his ken. This is pitiable. But what else to expect from someone who has equated the American flag with the Confederate flag and gone as far as to say if you do not see that then you are ignorant of history. Dear me.Someone also indicated to me that he had a discussion about raising the minimum wage the other day. He disagreed and said it was a bad idea. The other person called him a racist. Boom, end of discussion.Have we really come to this in this country? [Read More...]
Coronavirus dashboard for April 2: nationwide lockdown nearly complete, but the surge in testing has completely stalled
Coronavirus dashboard for April 2: nationwide lockdown nearly complete, but the surge in testing has completely stalled – by New Deal democrat Here is the update through yesterday (April 1) Close to 90% of the US population is now under lockdown, and it appears to be lowering the rate of exponential growth of new infections. […] [Read More...]
The D Word
The D Word Yes, depression, and not the psychological type, although the economic type leads to the psychological type, whether ot not it is the other way around (see Keynes’ “animal spirits). I often make fun of Robert J. Samuelson in the Washington Post, but in Washington Post today he raised the possibility that we […] [Read More...]
In defence of the IFS, and why it cannot tell the whole story
Our own fiscal council, the OBR, is very restricted in what it is allowed to say by the party that created it. As a consequence, it is absolutely essential that we have widely respected bodies, principally the IFS but I would also include the Resolution Foundation and the National Institute (NIESR), that are able to provide good quality economic advice at all times, but particularly before General Elections. A good example is the Conservative manifesto published last Sunday. Without the IFS, it is quite possible that it would have made extravagant promises on public expenditure and it would have also included some tax cuts. But because the media treats the IFS as authoritative and impartial, this year they will have judged that the political costs of a … [Read More...]
Macro Monday week 37: US Global Macro Dominance Theme Continues
In this webcast Saxo’s global macro strategist Kay Van-Petersen examines the big issues for the week and looks for potential market moves. [Read More...]
Start it at minute 33:00 for a symposium preview.
http://www.wtibfm.com/single-post/2016/09/13/Watch-Talk-of-the-Town-91216 [Read More...]
This is our president, and it’s sickening.
This is the complete letter Trump sent to Senator Schumer on April 2nd. It is beyond embarrassing. ; Senator Charles E. Schumer United States Senator Washington, D.C. 20515 Dear Senator Schumer: Thank you for your Democrat public relations letter and incorrect sound bites, which are wrong in every way. As you are aware, Vice President […] [Read More...]
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