Boom goes the dynamite Macro Man Friday, October 31, 2014 60 Comments Macro Man No Fed LSAPs? No problem! Team Japan delivered a double-barreled assault on the nattering nabobs of negativity last night, with an aggress... Read More
Get in there Macro Man Wednesday, October 29, 2014 47 Comments Macro Man "Although inflation in the near term will likely be held down by lower energy prices and other factors, the Committee judges that the ... Read More
It's all about inflation Macro Man Wednesday, October 29, 2014 10 Comments Macro Man So. Today's the day when markets will, presumably, be freed from the yoke of Fed QE for the first time in two years. After the judders... Read More
Automated Lift (song for QE) Macro Man Tuesday, October 28, 2014 18 Comments Macro Man With apologies to Elton John..... Goodbye, then, QE Though I never liked you at all You ensured financial markets Answered the Fed'... Read More
Stress-free Macro Man Monday, October 27, 2014 36 Comments Macro Man Well, the Sunday reaction to the European bank stress test results seems to have been one of relief. Like Rocky Balboa to Clubber Lang, an... Read More
If I Could Turn Back Time Macro Man Thursday, October 23, 2014 36 Comments Macro Man So is this A-B-C or 1-2-3? Inquiring minds want to know. While the recent SPX rally provided quite a bit of overlap with waypoints from t... Read More
A Hobbesian correction? Macro Man Tuesday, October 21, 2014 67 Comments Macro Man So now that the dust has settled (if only for the time being), what are we to make of it all? Is there another sting in the tail for equiti... Read More
A Fed poll Macro Man Thursday, October 16, 2014 67 Comments Macro Man Well, that was...exciting. The long-awaited return of volatility has arrived with quite a fanfare (or is that a requiem?), with yesterday... Read More
Fixed income gets medieval Macro Man Wednesday, October 15, 2014 47 Comments Macro Man Although the equity guys get the headlines, given that that this month's Spooz Swoon has taken the index back to "barely up on the ... Read More
What now? Macro Man Tuesday, October 14, 2014 43 Comments Macro Man It's times like these that Macro Man really misses his Bloomberg account. Not so much for the news- life without the "red headline... Read More
J'A-QQQQ's Macro Man Friday, October 10, 2014 26 Comments Macro Man Nasty price action all around recently, but particularly in the riskier spectrum- Europe and the Nasdaq. The flight of the flamingo r... Read More
The Fed notices the dollar Macro Man Thursday, October 09, 2014 30 Comments Macro Man Well, that was an interesting set of Fed minutes, in much the same way that colon exams are interesting to their unhappy recipients. For ma... Read More
Payroll number? What payroll number? Macro Man Tuesday, October 07, 2014 12 Comments Macro Man It's interesting to see that since the release of the strong figure on Friday, EDZ5 has retraced all of its price action.... ...... Read More
Friday bullet points Macro Man Friday, October 03, 2014 36 Comments Macro Man Macro Man has had another snafu, as his Excel cannot process the Bloomberg data updates that one of his amigos sent him. That in turn has r... Read More
Things that make you go hmmmmmmm Macro Man Wednesday, October 01, 2014 23 Comments Macro Man Equities: Continuing to trade off the back foot Fixed income: Finally catching a bit of a bid Dollar: Evidently invincible, making mul... Read More