August 2010 ~ Macro Man

Postcard from Greece

Sorry for the lack of posts, but, hopefully, frequency will increase as TMM pack away their beach towels and knotted hankies for another ye...

For those of you that have been following international politics lately, Australia has managed to follow the UK's lead in getting itself...

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...

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...

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...

Yes, we mean "NFI"...

One sector that is glaringly not singing to the Deflationistas' hymn sheet is commodities. While a rapidly-growing global population con...

Plenty of debate out there over whether we are in a deflationary growth period or a deflationary slowdown. Is the "I" word verbote...

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...