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Archive for January 2010

20 Things I Learned In January

Macro Man Friday, January 29, 2010 23 Comments
Macro Man
Man, it's hard to believe that it's the end of the first month of the year (and indeed the decade) already. They say that time pass...
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A New Broom At Treasury?

Macro Man Thursday, January 28, 2010 26 Comments
Macro Man
While the entire market (at least in London) appeared to be on Greece death watch yesterday, those pesky Hellenes have thus far lived to fig...
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Big Day In DC

Macro Man Wednesday, January 27, 2010 14 Comments
Macro Man
It's a big day in D.C. today, indeed it should prove to be a big couple of days. Tonight we've got the FOMC announcement and Obam...
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A Convoluted Picture

Macro Man Tuesday, January 26, 2010 13 Comments
Macro Man
Man, it was all looking pretty good there for a while. Futures were up (courtesy of the new Monday effect , which funnily enough is the opp...
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Should I Stay Or Should I Go?

Macro Man Monday, January 25, 2010 57 Comments
Macro Man
Should I stay or should I go? There must be more than a few people humming the old Clash tune with regularity these days. Not that there...
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How Do You Spell W?

Macro Man Friday, January 22, 2010 87 Comments
Macro Man
Wow. Was yesterday a game-changer? It certainly carried all the hallmarks of one. The SPX broke its uptrend line off the March lows, and w...
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More On China

Macro Man Thursday, January 21, 2010 48 Comments
Macro Man
Well, yesterday it looked as if equities were preparing to dump after all before a late session recovery mitigated the day's losses and ...
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Chronicle Of A Tightening Foretold

Macro Man Wednesday, January 20, 2010 38 Comments
Macro Man
Just when it looked like equities had finally shifted to "sell the rally" mode after ten months of "buy the dip", the S...
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The "Great" British Pound?

Macro Man Tuesday, January 19, 2010 26 Comments
Macro Man
Sterling, sterling, sterling. Macro Man's email and Bloomberg inboxes are filled with all things sterling today. The GBP can be a fun...
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A Slow Start

Macro Man Monday, January 18, 2010 21 Comments
Macro Man
It's been a somewhat slow start to the week, which in many ways reflects the slow start to the year. Perhaps in this world of bonus li...
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A Head-Scratcher

Macro Man Friday, January 15, 2010 19 Comments
Macro Man
Most mornings, Macro Man has a pretty good idea what he wants to write about, and tries to insert a theme underlying all of his comments and...
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A Greek Tragedy?

Macro Man Thursday, January 14, 2010 27 Comments
Macro Man
The good news is that the snow has finally started to melt. The bad news is that the precipitation hasn't stopped; we've just rever...
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Friction, Baby

Macro Man Wednesday, January 13, 2010 40 Comments
Macro Man
Q. What do you think of global warming? A. I think it would be a good idea! Another day, another day of snow here in the southeast of Eng...
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Morning Quickie

Macro Man Tuesday, January 12, 2010 23 Comments
Macro Man
Macro Man only has time for a quickie this morning, as he faces an hour's journey each way to get fitted for a sports knee brace. At lo...
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CHINA RULZ, BEARS ARE FOOLZ

Macro Man Monday, January 11, 2010 18 Comments
Macro Man
Perhaps it was always going to happen. After the hawkish drum beat of evidence for the prosecution going into Friday's payroll data, t...
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The Evidence For The Prosecution

Macro Man Friday, January 08, 2010 15 Comments
Macro Man
Is Macro Man's non-predicition # 6 about to get thrown back in his face? The stars seem to be aligning for markets to seriously contemp...
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Non-Predictions for 2010 (Part II)

Macro Man Thursday, January 07, 2010 11 Comments
Macro Man
Macro Man is still snowed in, but on with the show.... 6) The Fed will NOT hike the Fed funds target rate this year. While this view is s...
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      • 20 Things I Learned In January
      • A New Broom At Treasury?
      • Big Day In DC
      • A Convoluted Picture
      • Should I Stay Or Should I Go?
      • How Do You Spell W?
      • More On China
      • Chronicle Of A Tightening Foretold
      • The "Great" British Pound?
      • A Slow Start
      • A Head-Scratcher
      • A Greek Tragedy?
      • Friction, Baby
      • Morning Quickie
      • CHINA RULZ, BEARS ARE FOOLZ
      • The Evidence For The Prosecution
      • Non-Predictions for 2010 (Part II)
      • A Stuttering Start
      • Non-Predictions for 2010 (Part I)
      • Marking 2009 To Market
      • Contact
      • A Glossary of TMMisms
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