It's the last day of the month and it's all to play for. Macro Man's monthly P/L is still negative, but only just. It won'...
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Shoulder-tap time
We've all been there. You're at your desk, working hard and concentrating, when someone taps you on the shoulder and says "Uh, ...
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Two thoughts before the data, the US stock market opens, and the first beer of the weekend
1. Are we now at the point where good = bad? In other words, might a strong US GDP figure, chock full of real final demand, actually be a...
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Turn out the lights?
A long time ago, Willie Nelson sang "turn out the lights...the party's over." While the failure of the DOTW to step in immedia...
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Bid to old Boots (...or not, as the case may be)
Poor Henry Kravis. One day he snaps up AllianceBoots , operator of the UK's hegemonic chain of pharmacies, and is feted with an appearan...
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20 Questions
1) Why was it such a surprise that Countrywide earnings were disappointing: given the underlying state of its market, surely the confidence ...
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Unite and take over
Oh, dipbuyers of the world Unite and take over Dipbuyers of the world The sell-off's over Sell-off's over Sell-off's over - The ...
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8 interesting facts about our world
1) In 1975, China’s urban population comprised just 17% of the total. By 2004, that figure had reached 40%. In India, by contrast, that f...
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From Russia (and China, and Ben Bernanke) With Love
So yesterday's big event risk was, at the end of the day, pretty bland. US core CPI was modestly higher than expected, but no one cared ...
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A previously undiscovered scientific experiment
Well, well, well. It looks like we have a new entry for the hedge fund lexicon : "the Cioffi machine is broken" - So sorry, bu...
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Upon further review...
When the weather's getting you down, there's nothing like bolting town to escape....unless you happen to go to Scotland on business,...
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Friday the 13th
The dip-buyers of the world have certainly united, to the extent that "dips" soon look like "blips" on the chart. Once ...
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The dollar redux
If those legendary 80's musical mopers The Smiths were still actively recording, they would probably reconsider remaking one of their h...
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Wanna know why EUR/USD is at record highs?
1) FX reserve growth continues at a ridiculous pace. China released its Q2 reserve data today, and Jon Anderson of UBS was right- reserve g...
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A Ratings Agency Toolkit
As many readers will no doubt be aware, there's been a bit of market volatility over the past twenty four hours. The dollar is weaker, e...
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5 Charts on Chinese Trade (PRC-approved version)
宏觀人崗位現在可接受對中華人民共和國的檢查員
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5 Charts on Chinese Trade
"You want the truth.....you can 't handle the truth!" - Col. Nathan Jessep, A Few Good Men Imagine Macro Man's surprise wh...
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Monday morning bullet points
Macro Man was stunned to discover over the weekend that the sun has not, in fact, spontaneously extinguished itself. It had been so long si...
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How's the water?
While the headline payroll report was as close to consensus as you'll ever see, sure enough there were some revisions that suggested a s...
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