Who? What? Where? Why? Macro Man Monday, November 30, 2009 61 Comments Macro Man OK, so it looks as if disaster may be averted in Dubai: the latest hot rumour is that the central bank will guarantee all Dubai World deb t.... Read More
A Good Old-Fashioned Panic Macro Man Friday, November 27, 2009 25 Comments Macro Man Sometimes, those little guys matter. That seems to be the message of the past twenty-four hours where rumours/uncertainty over a possible ... Read More
Ten Things I'm Thankful For Macro Man Thursday, November 26, 2009 25 Comments Macro Man It's Thanksgiving today, which means heavily impaired liquidity and, thus far, large price swings. Before Macro Man starts to "cook... Read More
Either/Or Macro Man Wednesday, November 25, 2009 34 Comments Macro Man It feels like an either/or kind of market doesn't it? With a number of key asset prices (SPX, EUR/USD) approaching their extremes of th... Read More
Too Big To Fail Macro Man Tuesday, November 24, 2009 44 Comments Macro Man It's tempting to get sucked into writing about today's sharp decline in the Shanghai Composite (pictured below) and what it might me... Read More
Headbanger's Ball Macro Man Monday, November 23, 2009 27 Comments Macro Man As we embark upon Thanksgiving week, thus ushering in the low-liquidity holiday silly-season, you can almost hear Slade (or is that Quiet R... Read More
Window Dressing? Macro Man Friday, November 20, 2009 29 Comments Macro Man Macro Man is back in the saddle, or at least his office chair, this morning after his first decent night's sleep in what seems like fore... Read More
A Game Macro Man Thursday, November 19, 2009 10 Comments Macro Man Macro Man's feeling a bit under the weather this morning, so today's post will be mercifully short. What do these four countries hav... Read More
The Fed And Bubbles Macro Man Wednesday, November 18, 2009 50 Comments Macro Man On the same day that Ben Bernanke made his speech mentioning the dollar, his intellectual blood-brother Don Kohn made one that touched heav... Read More
Bernanke And The Buck Macro Man Tuesday, November 17, 2009 40 Comments Macro Man Following on from yesterday's post, Macro Man received confirmation this morning that Britain is, in fact, going to the dogs. He rolled... Read More
Cats And Dogs Macro Man Monday, November 16, 2009 31 Comments Macro Man It's been raining cats and dogs for most of the last week (though sadly not during this turgid displa y, which might have excused the u... Read More
Step Off Macro Man Friday, November 13, 2009 47 Comments Macro Man Sometimes, you just need to step off the desk and get away for a bit to clear your head. For Macro Man, this is one of those times. He runs ... Read More
Blast From The Past Macro Man Thursday, November 12, 2009 31 Comments Macro Man Macro Man is back on the desk this morning, safely re-attired in standard-issue hedge fund costume: sport coat, jeans, and collared shirt. ... Read More
This Little Piggy Went to Market... Macro Man Wednesday, November 11, 2009 32 Comments Macro Man Macro Man is out marketing this morning in that delightful process known as the investor round table. As such, today's entry is limited... Read More
Tired Macro Man Tuesday, November 10, 2009 50 Comments Macro Man "I'm so tired, I haven't slept a wink. I'm so tired, my mind is on the blink. I wonder should I get up and fix myself a dri... Read More
Off To The Races Macro Man Monday, November 09, 2009 17 Comments Macro Man On your marks...get set....go! Markets are off to the races so far this morning, as all manner of risky assets on Macro Man's screens ha... Read More
Random Shots Macro Man Friday, November 06, 2009 56 Comments Macro Man You've heard of The Longest Yard . You've heard of The Longest Day . Well, this has been the longest week, given the barrage of si... Read More
QE or not QE? That is the question Macro Man Thursday, November 05, 2009 64 Comments Macro Man Dear Fed, Macro Man speaks to a lot of well-informed, knowledgable punters. Many of you (collectively on the FOMC) know some of these very... Read More
Turnarounds Macro Man Wednesday, November 04, 2009 44 Comments Macro Man It's been a shambolic start to what should ultimately prove to be a pretty important day. Macro Man normally catches a 6.33 am train fr... Read More
Hunting Season Macro Man Tuesday, November 03, 2009 33 Comments Macro Man Yesterday was instructive, n'est-ce pas? The ISM was substantially stronger than exepected (OK, new orders dipped slightly, but employm... Read More