TMM are spreading themselves a bit thin over the next two weeks due to holidays, so posts will be even less frequent (if at all). We are...
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Annual Planning Glossary.
We are now over half way through the year so why waste those quiet summer months when you could be preparing your business plans for 2014. W...
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Europe. Are you long?
Back to Europe Growth - European PMI data this morning was good across the board and Italian retail sales outperformed too. It looks as tho...
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Li's Only Joking
Overnight has seen China return to focus and for once not in a negative way. Chinese stocks have been fading as steadily as opinion on Chin...
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"Two Part Epoxy Wood Filler" - A Trading Parable.
Do you ever have those days where your trading just appears so cack-handed that everything you touch just doesn't do what you thought it...
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Summer "Meh"
Seasonal trading in London. A few days of hot weather and the media are trotting out spurious statistics on the number of deaths caused by t...
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Beware the Humphrey-Hawkish of July
We have mentioned in past years that we have clouded memories in the back of our minds of this week in July being significant for market t...
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US Economic Ballistics
Now that the dust has settled somewhat from Taper-mania, it probably makes sense to take a step back and reassess the US macro landscape ove...
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Central banks. Three Heads Are Worse Than One.
Whilst we are talking about central bankers we have found a clip of the ECB in action. Three heads are worse than one. Having heard ...
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More Central Banker Brass Balls
It's interesting that the BoJ , ECB and now Fed policy adjustments are following similar patterns. BoJ - We had the first mad rush after...
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Fed Guidance
Fed Guidance
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TMM's Pre-Ben Quiz
Quiz time 1. You are approached by your boss over the issue of missing all your budgets for the past year. What forward guidance do you ...
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Organic Finance
TMM really don't have that much to say about markets. The NFPs nailed the lid down on US QE and enough has been written on that to sink...
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Holden Steering Forward Guidance
"What the Fed taketh away, the BoE and ECB giveth back". We were not disappointed by Dr Aghi as he did indeed swing dovish to ba...
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TMM Launch the Atacama ETF
TMM were minding their own business yesterday afternoon trying to block out all the noise coming in through their screens and were divertin...
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Bad News Swarm Attack
Europe is back. Portugal - Two government resignations and the 10 year moves from 6.5% to 7.75%. That's a big daily move by any old f...
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The 4.30 at Aintree? Well it's an Asset Class 'innit.
Team Macro Man could not help but notice the Winkelvii are launching a Bitcoin ETF. Now, some of TMM are known for nasty, nasty put downs a...
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