Micro vs Macro Macro Man Friday, January 30, 2009 19 Comments Macro Man It's been a bit of a weird month, hasn't it? For Macro Man, the last couple of weeks have really dragged by (including the always-cr... Read More
The Alternative Universe Newswire Macro Man Thursday, January 29, 2009 24 Comments Macro Man There is a theory in particle physics, known as the many-worlds hypothesis, which posits that there are an inifinite number of universes, wi... Read More
Will They or Won't They? Macro Man Wednesday, January 28, 2009 14 Comments Macro Man Will they or won't they? That's the question du jour , at least with respect to today's FOMC announcement. There's obvio... Read More
Recovery? Macro Man Tuesday, January 27, 2009 13 Comments Macro Man For some reason, the world seems to be a somewhat less awful place today. Sure, there's plenty of violence all over the globe, the ai... Read More
What's Worth Buying? Macro Man Monday, January 26, 2009 5 Comments Macro Man Another weekend, another attention-grabbing headline in the UK Sunday press. Outgoing BOE Cassandra David Blanchflower observed that une... Read More
The Golden Bog Award Macro Man Friday, January 23, 2009 19 Comments Macro Man Britain has gone Oscar-crazy. Macro Man is utterly oblivious to "celebrity culture", and while he once memorized every winner of ... Read More
The First Shots Macro Man Thursday, January 22, 2009 19 Comments Macro Man For some time, Macro Man has held the view that one of the primary second-order risks of the current financial crisis and the concomitant re... Read More
Obama-nation! Macro Man Wednesday, January 21, 2009 19 Comments Macro Man The bad news: On Barack Obama's first day in office, the S&P 500 registered a decline virtually identical to the average annual ret... Read More
Obama-rama? Macro Man Tuesday, January 20, 2009 14 Comments Macro Man Yesterday, Macro Man offered up a view that a bearish sterling conclusion from the banking crisis in the UK and the aoption of QE by the Ban... Read More
Flash! Macro Man Monday, January 19, 2009 11 Comments Macro Man Another day, another bailout. This time it's on the east side of the Atlantic, where the UK authorities have organized another capital... Read More
Event Risk Macro Man Friday, January 16, 2009 40 Comments Macro Man Every time the ECB meets, you can count on two things: 1) Jean-Claude Trichet will come close to dislocating his shoulder as he pats himself... Read More
What does it say... Macro Man Thursday, January 15, 2009 20 Comments Macro Man ...about ECB credibility that with 300 respondents in the poll, the joke response (hike 100 bps) was the third most popular answer? -50 53... Read More
ECB Open Thread Macro Man Wednesday, January 14, 2009 16 Comments Macro Man Macro Man is likely to be tied up for much of Thursday morning in meetings. Suffice to say that this week's poor equity market price ac... Read More
Thoughts on Europe Macro Man Wednesday, January 14, 2009 27 Comments Macro Man Well, Macro Man highlighted the issue of trade yesterday, but even he was surprised by the US trade number for November. The $40.4 billio... Read More
A Tradeable Theme Macro Man Tuesday, January 13, 2009 13 Comments Macro Man One of the challenges and pleasures of being a (lower case) macro man is the intellectual challenge of finding tradeable themes. Sometimes ... Read More
Perched On A Precipice Macro Man Monday, January 12, 2009 8 Comments Macro Man Whoops! Was it really less than a week ago that the market and Macro Man were saying "I ♥ risk" ? Suffice to say that the enthus... Read More
A History Lesson Macro Man Friday, January 09, 2009 48 Comments Macro Man Having grown up in the United States but spent virtually all of his adult life outside the land of his birth, Macro Man has had the opportun... Read More
Ten Non-Predictions for 2009: Part II Macro Man Thursday, January 08, 2009 15 Comments Macro Man And now the second half of this year's non-predictions, following on from yesterday's first five : 6) EUR/GBP will NOT trade at p... Read More