Apologies for the lack of postings this week but Macro Man felt curiously uninspired by the ongoing rally in all manner of assets. Big-figu...
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Clowns to the left of me, jokers to the right
In her Jackson Hole speech today, Janet Yellen released a technical note detailing the construction of the Fed's new labor market condit...
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The impossible trinity?
Just ahead of the week's big Fed events, and with the sour taste of the BOE's zigging and zagging left in the mouth, Macro Man canno...
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Here we go again
So here we go again. Stocks have (probably correctly) looked through ongoing tensions in Ukraine and are within a pitching wedge of the al...
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You wonder why macro isn't making any money?
Short sterling pricing before UK Mansion House evening, June 12th: The money quote from Mark Carney's speech: "This has impl...
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Guardians of the Financial Galaxy
Macro Man had the, ahem, "pleasure" of taking his youngest, Macro Boy the Younger, to the cinema over the weekend to view the late...
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A few things we've learned this week
1) The ECB does not wish to become a sausage factory 2) Russian banks can still access ECB liquidity, but only if they bring a note from t...
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Le jeu est fait
As the digital clock ticked over to 8.30, Bond watched his screen carefully. Le Chiffre showed his hand, and while it was a good one, someh...
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Casino Royale
The scent and stink and sweat of a trading floor are nauseating at eight in the morning. Bacon sandwiches and lashings of hot black coffee ...
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