Sorry for the lack of posts, but, hopefully, frequency will increase as TMM pack away their beach towels and knotted hankies for another ye...
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Line Ball Downunder
For those of you that have been following international politics lately, Australia has managed to follow the UK's lead in getting itself...
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Twenty Questions
Team Macro Man is sure they are not alone in struggling for inspiration in these summer markets, so it seems like a perfect time for another...
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The Fed giveth, the Chinese takeaway
It is now two months since Team Macro Man's arch nemesis, Voldemort, announced that it would increase the "flexibility" of th...
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Extreme sport FX-devaluation
The biggest loser from recent US monetary policy has been the Nikkei, which has seen a 6.2% top to bottom move since the FOMC announcement t...
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Hmm... Do I smell a Euro?
We started by beating up on USD 18 months ago, as we thought QE and the US printing press would devalue the dollar and raced into Euro as th...
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I Am Sorry I Haven't a Clue
Despite you probably thinking that is, or should be, a comment on our recent thoughts on the market, it is not. We remain steadfast, thoug...
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Closed due to NFI day
Yes, we mean "NFI"...
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I'm not enjoying deflation, I'm too busy suffering poverty
One sector that is glaringly not singing to the Deflationistas' hymn sheet is commodities. While a rapidly-growing global population con...
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Overpriced Deflation or Bond Bubble?
If Mr. Market is asking questions on whether we get Deflation or Inflation , you'd think that he had been on a telephone sales course s...
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"That’s odd"
Plenty of debate out there over whether we are in a deflationary growth period or a deflationary slowdown. Is the "I" word verbote...
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From our men on the Street
With TMM beginning to find the UK ONS data dubious and Merv bending the stats to suit his base rate-linked mortgage, we thought it time to d...
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