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Archive for April 2010

What We Learned

Macro Man Thursday, April 29, 2010 14 Comments
Macro Man
OK, here's what we learned yesterday: * The Fed is nowhere near putting rates up or, evidently, moving towards asset sales * RBNZ tighte...
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LEH Redux?

Macro Man Wednesday, April 28, 2010 9 Comments
Macro Man
"History doesn't repeat itself....but sometimes it rhymes " -Mark Twain Is Europe about...
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A Tale Of Two Flashpoints

Macro Man Tuesday, April 27, 2010 9 Comments
Macro Man
Congratulations to those who voted for option 3 in Friday's poll. This choice (Greece receives bailout, other EMU member(s) receive b...
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The Policymaker Draft

The Policymaker Draft

Macro Man Monday, April 26, 2010 10 Comments
Macro Man
Macro Man was struck by two things over the weekend: the ongoing meltdown in Greece, where public sector workers continue to demonstrate fo...
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What Now For Europe?

Macro Man Thursday, April 22, 2010 17 Comments
Macro Man
With Greek 2yr yields skyrocketing north of 10%, it would appear likely that the Hellenic Republic has passed the point of no return. While ...
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Sneak Peak

Sneak Peak

Macro Man Thursday, April 22, 2010 3 Comments
Macro Man
As short sterling gets clattered (yet again) and the pound tempts the unwary with its siren song, Macro Man is pleased to offer a sneak peak...
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High Tide For The Financial Sector?

Macro Man Wednesday, April 21, 2010 12 Comments
Macro Man
What Goldman taketh away, Goldman giveth. That appears to be the motto of the past few days, with Fraudulent Friday now a distant memory a...
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Shift F9

Macro Man Tuesday, April 20, 2010 13 Comments
Macro Man
** Shift F9 ** On day two back in the saddle, Macro Man already feels like he's become macro man. Allow him to explain. Consider the ...
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May Comes Early.....?

Macro Man Monday, April 19, 2010 14 Comments
Macro Man
Well, well, well. When the Macro Man's away, the markets will play! Your author is back in front of screens this morning for the first t...
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Golf

Golf

Macro Man Friday, April 16, 2010 13 Comments
Macro Man
Totally unrelated to markets (except with respect to psychology)..... Macro Man played golf today for the first time in about eighteen month...
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Three Point Play

Macro Man Tuesday, April 06, 2010 41 Comments
Macro Man
In honor of Gordon Hayward's nearly-the-greatest-shot-of-all-time , here are three points: 1) There have been rumblings of a Fed discoun...
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5 Points

Macro Man Monday, April 05, 2010 6 Comments
Macro Man
1) Tim Geithner should consider changing his name to "Stradivarius", because the Chinese have played him like a fiddle. A week o...
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Betty Grable

Macro Man Thursday, April 01, 2010 6 Comments
Macro Man
Arggghhh. It may be April Fool's Day, but the joke is on Macro Man. After sailing along all winter as the picture of health, this week...
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      • What We Learned
      • LEH Redux?
      • A Tale Of Two Flashpoints
      • The Policymaker Draft
      • What Now For Europe?
      • Sneak Peak
      • High Tide For The Financial Sector?
      • Shift F9
      • May Comes Early.....?
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      • 5 Points
      • Betty Grable
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