You know that dream where you find yourself back at school about to go into your finals and you have done NO revision and what’s more for so...
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A Line In The Sand
Well we have the bailout plan, cue the usual items from your chosen bailout drama: Protests (check) Breakdown of government consensus (check...
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The Beginning of the END
The situation in Europe has hardly improved over the past 24 hours. A raft of stronger European PMIs and German IFO figures that all outperf...
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Gangsta Style- North Korea
One member of TMM has been to North Korea and noted that amongst the very, very few goods you could buy there was music. Though even worse t...
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Armchair Generals
A large component of the populace of Financial Markets is made up of commentators, advisors, strategists and so called "experts" ...
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QE Bomb Ground Zero
This weekend saw another Eurorevelation - Ireland is/has/will approach the EU/IMF for some money to bail it out. Now whilst this may not be...
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CapEx, Capisch?!
Another Friday, another Reuters screw up. Team Macro Man found the misreporting of China's Reserve Ratio Hike as an actual rate hike by ...
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The Book of Eurorevelation
Chapter Six, Verses 1-17: 6:1 And I saw when the Investor opened one of the seven debt structures, and I heard one of the four living creat...
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Policy Lending May Not be Your Friend
TMM notes that while the Ring Cycle continues to play out in Europe (with a likely Wagnerian ending long term, but a plug short term) things...
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The European Pantomime
As we enter the new week with recent trends having stalled or reversed, the news-wires are fully lit up with commentary about whether or not...
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In Case of Global Consensus Break Glass
TMM were somewhat cynical about the G20 but some of the headlines hitting the news today have given us pause for, ooh, a few seconds before ...
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The Adventures of Baron Von Trichet
As you have probably gathered, Team Macro Man have been somewhat bemused for a while at the extraordinary tall tales coming out of Europe as...
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Beekeeping
Drowning in it today. We are a smidge buried in our own little Worlds. Earning a crust coming before the hobby. So a brief one. If you imagi...
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No Man's Land
The weekend has brought us little new. APEC members have once again promised not to do what they are currently doing and most likely won'...
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Peripheral Vision
Why oh why did they allow red wine to go on general sale before they found an antidote. Dr Market Q.E. E.C.B. BoJ. BoE. RBA. has sat a few t...
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iPIGS + CBs = GSEs Redux
That's QE behind us and if yesterday was Xmas eve then today feels like Christmas afternoon, with the parents on the sofa having eaten ...
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Was it Good for You?
Well, its only 15 minutes post but TMM can lay claim to a few things: 1) Our non-prediction was not wrong. Not bad. 2) Now that the alcoh...
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Fed up of waiting
This year the Xmas decorations appear to have gone up earlier than ever leaving the wait for Xmas inexorably long. And so it has been with t...
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