December 2010 ~ Macro Man

TMM solves the UK structural deficit

Well, it's that time of year again, when the media and political classes all get in a tizz about bank bonuses, and while Team Macro Man ...

Welcoming Address We would like to welcome you all here today to celebrate a very special year in the world of finance. Reading from the Gos...

More on one of our pet themes. After Moody's fun with the US yesterday they have turned their attention to Spain now. If the ratings age...

Well the Mervynflation report came out again and managed to show remarkable stability as inflation ex-everything is encouragingly low. Well ...

The Christmas lunch season is fast descending upon us, which will play havoc with our posts from now on, so we apologize in advance if they ...

We are back in the badlands of admin-o-tastic bullshit. It feels like career regression is kicking in big time, with one member of TMM feeli...

Well, TMM were happy with yesterday's Gold move, but they are sure they are not alone in cringing at the car crash that has occurred in ...

Bounce-time Baby. We are happy with yesterday's thoughts as today the scramble to de-leverage the stress trades grabbed hold with the w...

Well the beginning of last week saw Europe tanking, US data doing ok and China continuing on its tightening theme. But now we have bad US l...

It's US payroll day today, but TMM can honestly not remember an NFP release that holds less interest for markets. Given that just about ...

As we wait for the Eurobollox to unravel in a new load of Eurevelations, the UK is under a coating of Eurosnow. This is a special type of sn...

Well, it looked as though it was all getting a bit silly yesterday morning, with dealers even hitting bids in France 5yrs and reports of cer...