January 2012 ~ Macro Man

Non-Predictions for 2012 -Random

But first the markets - Someone threw an Apple into the works last night that delayed our expected roll over, but it looks as though it is ...

We have that nagging gut feeling again. Ok, the data continues its trend of "better than expected" surprises with the Euro PMIs ...

TMM have been away last week skiing in the Italian Alps. Wow, what a surprise re prices! A coffee up the mountain is cheaper than in a provi...

Where are the jobs going to come from? TMM aren't sure Rifkin's idea of a new mittelstand of craftspeople makes sense particularly...

Chapter Seventeen verses 1-18 17:1 And there came France, one of the seven nations which had the seven debts, and talked with me, saying u...

Ten All New Management Terms for 2012 First, it was good to see the Belgian CB data supporting our views on the Dexia unwind being the cause...

We have been somewhat tied up with start of year work things, but are trying to put together our non-predictions for 2012, which isn't e...