Dear Mr. President, Mr. Chairman, Mr. Senator, Your Eminence, and future rulers of the Earth: Greetings! I hope this letter finds you well. ...
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Yen carry: The aftermath
Now that markets have to some degree calmed down (though the continued squeeze higher in interbank cash rates suggests that the current chur...
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The legend of Stan the Man
So is this the start of the W, or the lambda, or whatever other letter 85% of you expect to produce a dip in risk assets? Peut-etre. (Incide...
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Financial Nursery Rhymes
Blame it on the sun. After a glorious long weekend of relatively warm, sunny weather, Macro Man has developed a creative itch that he just h...
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A Bank Holiday Poem
When Big Ben cut the discount rate, The market said "that's really great!" And bought stocks in a frenzied hurry, No more, for...
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The scarlet (or is it the green?) letter
Macro Man was surprised to read recently that “everyone” expects a W-shaped pattern for risk assets; e.g., the current bounce to fail and le...
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Harry Potter: The final chapter....?
Regular readers of this space may have been surprised over the last month that Macro Man has made very little reference to the July publicat...
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A few thoughts on economics
Enjoying this? Macro Man is not, particularly, and wishes he were back on holiday. And from what he's hearing, he has plenty of company....
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1-800-BAIL-OUT
Well, Macro Man knew it was going to happen. His vacation saw more market fireworks than the 4th of July, Chinese New Year, and the Millenni...
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The title of this post has already been taken
The obvious title of this post, to continue a theme , has already been taken . But the message is still valid. So far this week, signs of di...
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Tanned, rested, and ready
So, did I miss anything? Unbelievable as it may seem to those who have sat through the carnage of the past couple of weeks, two of the bellw...
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Top 6 things spotted on the beaches of Europe this summer
Macro Man's holiday is drawing to a close, and with it his absence from the market tumult of the past couple of weeks. While there...
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A Holiday Limerick
As Macro Man sat by the sea, The destruction was quite plain to see The waves caused consternation, With a big dislocation, And the worst of...
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Greatest Hits
Friday's late session swoon was surprising, to say the least. While Macro Man has been confident that the worst for risky assets was no...
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A snoozer
Imagine Macro Man's surprise when, ten minutes after the data release, two differnt brokers noted that "clients don't really kn...
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A Day in the Life
I read the news today, oh boy -The Beatles , A Day in the Life It's US payroll day today, but Macro Man can honestly not remember an NFP...
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July post-mortem
July was really quite a fascinating month for a number of reasons. Aside from the obvious market-based factors (credit market implosion and ...
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