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Archive for September 2007

Whew.....and ouch

Macro Man Friday, September 28, 2007 11 Comments
Macro Man
Macro Man breathed a sigh of relief this morning when he saw the cover of The Economist. It would appear that the trend of dollar weakness...
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Turning Japanese

Macro Man Thursday, September 27, 2007 7 Comments
Macro Man
After last week's eventful developments, market interest and activity appears to be pausing for breath, at least until tomorrow's qu...
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Weakly dollar closes

Macro Man Wednesday, September 26, 2007 10 Comments
Macro Man
So will this be the week that The Economist slaps the dollar on the front cover? Macro Man certainly hopes not, as he is positioned for fur...
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Nine things I just don't understand

Macro Man Tuesday, September 25, 2007 21 Comments
Macro Man
Every so often, Macro Man is accused (often by friends and family) of being a know-it-all. As regular readers will have no doubt deduced, he...
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Disconnects

Macro Man Monday, September 24, 2007 5 Comments
Macro Man
Sigh. And so the long dark winter is upon us. When Macro Man left the house this morning, it was absolutely pitch black for the first time s...
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Going quietly into that good weekend

Macro Man Friday, September 21, 2007 11 Comments
Macro Man
All of a sudden, markets feel like they've had enough. The dollar has tried and failed to extend losses this morning, and equities are d...
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The most popular breakfast at the Federal Reserve Canteen

Macro Man Thursday, September 20, 2007 11 Comments
Macro Man
Nothing like a complete breakfast of cereal and toast .....
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Toast

Macro Man Thursday, September 20, 2007 7 Comments
Macro Man
Toast. Not only is it a wonderful breakfast food- tasty with honey, jam, marmalade, butter, or even dry-but it is also a pretty accurate des...
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Amazing scenes

Macro Man Wednesday, September 19, 2007 7 Comments
Macro Man
Well, that was an eventful night. No, not the Fed cut and the concomitant risk asset orgy that followed; Macro Man covered that in his last ...
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Gas on the fire

Gas on the fire

Macro Man Tuesday, September 18, 2007 18 Comments
Macro Man
That's what it is. Macro Man covers his ESU7 short at 1501 and buys another €20 million at 1.3925 spot basis. Let the good times roll......
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All My Rowdy Friends Are Coming Over Tonight

Macro Man Tuesday, September 18, 2007 9 Comments
Macro Man
At last, the waiting's over and the big day is here. Investment bank reporting season kicks off with Lehman Brothers before the New York...
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Excerpts from The Age of Turbulence

Macro Man Monday, September 17, 2007 12 Comments
Macro Man
Markets have opened up the new week in edgy fashion this morning, spurred on by weekend scenes of the UK's first bank run in more than a...
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The return of Swervin' Mervyn

Macro Man Friday, September 14, 2007 14 Comments
Macro Man
Well, it didn't take long for the governor of the Bank of England to remind us why he is known is some quarters as "Swervin' Me...
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Mervyn King to markets: No bail-out for you!

Macro Man Thursday, September 13, 2007 2 Comments
Macro Man
Calm continues to prevail as equities tread water, some CP is being rolled over (albeit at shorter maturities), and the dollar continues to ...
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Who would you rather be?

Macro Man Wednesday, September 12, 2007 15 Comments
Macro Man
Whether it's crisis fatigue, an Indian summer in the UK (during the daytime at least), or just plain myopia, markets are happy and risk ...
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It's a good thing that Chinese workers don't have to eat....

Macro Man Tuesday, September 11, 2007 5 Comments
Macro Man
Markets are remarkably subdued so far this week, perhaps suffering from "crisis exhaustion" after last Friday's payroll data. ...
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      • Whew.....and ouch
      • Turning Japanese
      • Weakly dollar closes
      • Nine things I just don't understand
      • Disconnects
      • Going quietly into that good weekend
      • The most popular breakfast at the Federal Reserve ...
      • Toast
      • Amazing scenes
      • Gas on the fire
      • All My Rowdy Friends Are Coming Over Tonight
      • Excerpts from The Age of Turbulence
      • The return of Swervin' Mervyn
      • Mervyn King to markets: No bail-out for you!
      • Who would you rather be?
      • It's a good thing that Chinese workers don't have ...
      • Whistling DXY
      • Although...
      • The Star Wars guide to finance
      • Here we go again.....
      • Two observations
      • Put up or shut up
      • Where's the pain?
      • August post-mortem
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