Macro Man feels like he's channelling Star Wars. Yesterday's action was drearily predictable, with the poor GDP figure met with r...
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Sure Enough
Sure enough, GDP prints a horrible figure and tocks go down for a millisecond before trampolining back up to within a couple of ticks of the...
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Same (Stuff), Different Day.
Perhaps the real answer to yesterday's query about yen vols is that markets have run out of steam and that each day looks more or less l...
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Dubai or Durent?
It looks like the answer is pretty clearly Durent. Dubai apartment prices fell 42% last quarter....and that's from Q4, not Q1 of last y...
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What's Up With Yen Vols (Other Than Yen Vols)?
So now that even Mrs. Watanabe has decided that the road to prosperity is paved with yen shorts, USD/JPY and all its yen-cross buddies have ...
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Back (Sort Of)
Macro Man is back, if in a slightly abbreviated form. While he intended to keep a reasonably close eye on things today, Dame Fortune had ot...
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Contest Results
Hearty congratulations go to reader DVP, the first to crack the secret identity of "Dick": AIG. Special mention must also go to r...
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Just When It Starts To Get Interesting.....
Just when things start to get interesting- the SPX puts in its worst day since March 2nd and FX carry gets up close and personal with Ms. Ku...
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Short-covering And The Kubler-Ross Cycle
Macro Man enjoyed the weekend, and not just because the sun made one of its all-too-rare forays from behind the clouds over south-eastern En...
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Harry and Tom
It is heartwarming, as a citizen of the world and a taxpayer of the United States, to see that another of our beleaguered financial institut...
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What Will It Take?
It's day two of the "Micro Man" investment regime, and Macro Man can only say that these "second derivative" guys ar...
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Tom, Dick, and Harry
And the drumbeat goes on. Following on from yesterday's tepid price action in equities, markets opened on the back foot this morning bu...
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Wistful, Slightly Bitter, and More Than A Little Jealous
Sigh. If only Macro Man had been able to hire Costanza over the weekend. For if he had, then ol' George would have told him that the c...
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Easter Monday Poem: It's Raining Yen
"Inspired" by a four-day Easter weekend in which the sun has not appeared once, here's the first bank holiday poem of the year...
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George Costanza, Hedge Fund Manager?
So this is what it's come to. Macro Man is considering finding and hiring George Costanza, the hapless buffoon from Seinfeld , to sit at...
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Time For Some Signal
Enough of the noise, it's time for some signal. Earnings season kicked off last night, and the results were less than compelling for the...
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The Joys Of Spring
Ah, the joys of spring. Daffodils are in full bloom, the grass has started growing again, and Macro Man is awakened every morning by the dul...
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Make A New World
For the second month in a row, the US nonfarm payroll figure came out bang in line with expectations, missing the consensus forecast by just...
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Is It May Yet?
Well, the latest edition of policy "shock and awe" was released yesterday, with FASB adjusting the mark to market rules and the G2...
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On Your Marks, Get Set, Go
Yesterday's protests were nowhere near as bad as feared, though we should probably reserve judgement until the return leg is played toda...
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Looking Forward
Well, at long last, March is over. As frustrating as it was, and as difficult as trading was, it was actually Macro Man's best March ...
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