Are markets starting to come to grips with the end of QE and the concomitant focus on rate lift-off? Or is this simply the seasonal risk-as...
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A poem for Bill Gross
So. Farewell Then Bill Gross. You built PIMCO and Became known as The Bond King. But it Seems you were A bit Of a jerk. Goo...
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A song in honour of negative bill yields
With apologies to the Stones... I saw her today at the announcement Her prepped remarks in her hand I knew she would make that pr...
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Divergence
A short one today. Although it's always easy to warn about falling prices once prices start er....falling, Spooz clearly showed some n...
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Four bullet points
* In the end, Scotty managed to project a positive energy field into the afflicted area of the ship by manipulating the dilthium crystals. ...
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The Hadrian Partition
Dramatis Personae David Cameron...................................... Captain James T. Kirk Menzies 'Ming' Campbell.................
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How watching Yellen is like watching a football match
(This gag was first sent out on Twitter yesterday. For reasons that will soon become apparent, this succinct summation of the Fed will have...
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The big day arrives
The big day that's been on the calendars of Fed-watchers everywhere has finally arrived, and with it a signpost to some of the trends of...
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A little sport to start a big week
It's obviously a massive week for macro punters, what with the Fed and the Scottish vote and the first TLTRO auction. Why not ease into...
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When will the profit-taking come?
One of the sad realities that Neil highlighted in his recent guest piece was the propensity of markets to take profits swiftly whenever ther...
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Ending the cult of loss aversion in global macro
With macro markets finally starting to percolate nicely, the following is a guest post by friend-of-the-blog Neil Azous of Rareview Macro . ...
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Sweating Scotland
Way back in April, when Macro Man mused about the then-distant Scottish independence referendum, he suggested that sterling should eventual...
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What now, Dr. Aghi?
Hard as it is to believe, it's already been three months since the latest of Mario Draghi's game-changing announcements. Say what y...
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On your marks, get set, go
Well, the race to the finish has started, and the early evidence is that it's going to form. Last week's survey provided an overwh...
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