Well TMM are still trying to be on holiday and were hoping to sneak off until next Tuesday after the bank-holidayfest in the UK. Fat chance,...
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Is it true?
It's a busy day today leaving Team Macro Man little time to ask themselves some of the more pressing topical questions. these particular...
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Dude! Where's my coupon?
Just when we thought it was safe to Nancy around in the open rather than heading for the shelter it started raining fire. Shrapnal damage, b...
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Bunker mentality
TMM have probably done their views on European debt to death over the past 2 days so even though it looks like the market is on a Euro-Zombi...
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Pricing Zombie Nations
Equation of the day: PIIGS = IS + Zombies We suggested yesterday that as the European periphery succumb to bailouts and aid packages they ef...
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Plants vs Zombies
A Portuguese, a German, a Greek and an Irishman walk into a bar. The German pays. TMM have been struggling for inspiration in generally unin...
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Its All Going Bunker Hunt
Quote of the day .. *TEPCO PRESIDENT: MUST RETHINK PLANS TO EXPAND GLOBALLY. No kidding - just as Australia looks to be passing a carbon ta...
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Inflation Pendulums, Nukes and Shoe Shops
It was only 8 months ago that the world was screaming that deflation was a foregone conclusion and the only way that the world could adjust....
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Caldera of Ozzie Ire
TMM probably should have realised that by broaching the topic of Australian rates, the composition of household wealth and thus housing we w...
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Spendor Australis
Captains Macro Log, star date 08/8&^7/9&18 We have spent the last 3 days searching sector Alpha for the Ultimate Trade. Having take...
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Twenty Five Questions
TMM are immersed in research, so they thought given it is once again ECB day that a round of Twenty Five Questions was in order: Does the Do...
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High conviction losing trades
So the first thing TMM have done is tattoo their own 2011 Non-Prediction "USDJPY will not be easy" to the back of their hands...!...
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Mean Reversion and Creative Destruction
With the risk on trade in so many things partying on, TMM are always wondering what could make the music stop not just for the markets at a ...
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AUDJPY, burn up on re-entry
You would think that the balmy summer weather that hit London this weekend has permeated the general mood of the financial markets. Risk on ...
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TMM Quiz Time
TMM are particularly weary this morning. Not only have they survived a month, quarter and in some cases, year end, they were out last night ...
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