TMM thought it would be time to review their old friend, the Aussie. A couple of interesting research pieces have come out from the sellsi...
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Observations from Camp TMM
- Nikkei did not fall despite Usd/Jpy pull back and the US falls. - Asian Markets did not really fall despite US and European actions. - ...
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Price = Theory + Reality
TMM are finally emerging from their Gold bear bunker, having decided two years ago that there was never ever any point in discussing the va...
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Post BoJ New World Quiz
Sorry to stick to a Japanese theme but the 2013 Japanese money tsunami is engulfing everything financial to the extent that many new questio...
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UK Model for Japanese Inflation.
If Japan is serious about wanting inflation then instead of flooding money into the global pool they should just turn to the UK and announce...
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Japanese Laughing Gas
Wandering into the Accident and Emergency department of Financial Hospital, Globesville, US data took a seat next to European Growth, who sh...
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TMM Translate the Euro Commission Statement on Portugal
Team Macro Man translate the Statement by the European Commission on Portugal As usual the original is in italics. Brussels, 7th April ...
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The Japanese Grand National.
The BoJ delivered, and then some. TMM has been fairly positive on the reflation story for Yen-denominated assets all along, but even TMM is ...
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One over Zero and Decoupling
Europe woes have not gone away and though it feels as though the market's ADHD has already confined Cyprus to the toy box, TMM still see...
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