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Archive for November 2014

So Sell Some Vol and Buy the Spoos

Macro Man Friday, November 28, 2014 40 Comments
Macro Man
If you're bored of eating turkey and/or watching crude collapse, enjoy the lyrical stylings of friend-of-the-blog Leftback, who sends hi...
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Zzzzzz

Macro Man Monday, November 24, 2014 36 Comments
Macro Man
"Never short a quiet market," the saying goes.   Well, does it get any more quiet than 5 SPX handles for an entire day's range...
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Number crunching

Number crunching

Macro Man Thursday, November 20, 2014 68 Comments
Macro Man
26.1% :  The amount that retail gasoline margins expanded in the United States last month, even as prices dropped $0.34/gallon.    (Hat ti...
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A head-scratcher

A head-scratcher

Macro Man Wednesday, November 19, 2014 14 Comments
Macro Man
Bloomberg is running a story entitled " Yellen Inherits Greenspan's Conundrum as Long rates Sink ", noting the apparently inex...
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Abe goes all-in

Macro Man Tuesday, November 18, 2014 65 Comments
Macro Man
The market is evidently coming to grips with the latest Japanese GDP "shocker", as is the political establishment.  Japan has such...
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A simple question

A simple question

Macro Man Friday, November 14, 2014 87 Comments
Macro Man
If this led to this , how could regulators allow this if they were actually serious about stopping fraudulent behaviour?
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Not much to say

Macro Man Wednesday, November 12, 2014 40 Comments
Macro Man
Macro Man's a bit on auto-pilot at the moment.  USD/JPY continues to be a star performer in FX land, with new rumours of potential snap ...
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It's good news that good news is bad news

It's good news that good news is bad news

Macro Man Friday, November 07, 2014 64 Comments
Macro Man
"Together with the series of targeted longer-term refinancing operations to be conducted until June 2016, these asset purchases will ...
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An alternative to caring about Draghi

Macro Man Thursday, November 06, 2014 42 Comments
Macro Man
Hard as it is to believe, it's already time for another ECB meeting.   A lot of water has clearly passed over the bridge since the last ...
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The elections

Macro Man Tuesday, November 04, 2014 38 Comments
Macro Man
So here we are.  It took six weeks, but Spooz are back at all time highs, albeit in the context of fairly unconvincing price action followin...
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      • So Sell Some Vol and Buy the Spoos
      • Zzzzzz
      • Number crunching
      • A head-scratcher
      • Abe goes all-in
      • A simple question
      • Not much to say
      • It's good news that good news is bad news
      • An alternative to caring about Draghi
      • The elections
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