Yesterday's discussion of financial market versus real economy leverage prompted Macro Man to spend some time hanging out with FRED to d...
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Thoughts on leverage
Yesterday's post generated quite a bit of repartee in the comments section, including a good question from TMM alumnus Polemic about the...
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A few thoughts on volatility
Market volatility is low, whether measured on an historical or option-implied basis. Indeed, based on a measure of the normalized deviation...
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One of these things
It's time to kick it old-school play a game of the perennial Sesame Street favourite, 'One of These Things is Not Like the Others.&#...
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Same-o, Same-o
Last week's min-bout of volatility notwithstanding, one day just seems to run into another these days, doesn't it. Consider the fol...
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A couple of thoughts on EM equities
At last, some peace and quiet. After two days of searing, 1% move volatility, the S&P 500 finally allowed punters to take a breather ye...
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Two for two
Volatile days are like late-night buses: None for ages and then a bunch come all at once. The SPX registered its second 1% day in a row o...
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Ding, dong, the streak is dead
The streak is dead. It took red headline flashes of another downed Malaysian aircraft (this time by bad dudes), military action in the Mi...
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Dammit, Janet
I've got something to say I really loved the skillful way You told us which assets were fairly valued today! The river of BS was dee...
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Fedspeak-English dictionary
To help readers navigate through Janet Yellen's Congressional testimony this week, Macro Man is happy to call on his two decades-plus of...
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Deutschland uber alles?
So congratulations, then, to the Germans, who were worthy winners of the World Cup yesterday. Macro Man was surprised to find himself hopin...
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Cynk or swim?
From Macro Man's perch, the most interesting part of yesterday's Fed minutes was the initial section on monetary policy normalizatio...
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Ten brief observations
Macro Man is still inundated with family for a few more days, so today's post will consist of ten brief observations: * The 6 month mo...
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Happy 10th Birthday!
Posting will be sporadic for the rest of the week as Macro Man (well, more Mrs. Macro if he's honest) is hosting a family reunion and th...
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