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...
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The Alternative Universe Newswire
There is a theory in particle physics, known as the many-worlds hypothesis, which posits that there are an inifinite number of universes, wi...
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Will They or Won't They?
Will they or won't they? That's the question du jour , at least with respect to today's FOMC announcement. There's obvio...
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What's Worth Buying?
Another weekend, another attention-grabbing headline in the UK Sunday press. Outgoing BOE Cassandra David Blanchflower observed that une...
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The Golden Bog Award
Britain has gone Oscar-crazy. Macro Man is utterly oblivious to "celebrity culture", and while he once memorized every winner of ...
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The First Shots
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...
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Obama-nation!
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...
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Obama-rama?
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...
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Event Risk
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...
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What does it say...
...about ECB credibility that with 300 respondents in the poll, the joke response (hike 100 bps) was the third most popular answer? -50 53...
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ECB Open Thread
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...
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Thoughts on Europe
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...
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A Tradeable Theme
One of the challenges and pleasures of being a (lower case) macro man is the intellectual challenge of finding tradeable themes. Sometimes ...
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Perched On A Precipice
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...
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A History Lesson
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...
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Ten Non-Predictions for 2009: Part II
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...
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