No Fed LSAPs? No problem! Team Japan delivered a double-barreled assault on the nattering nabobs of negativity last night, with an aggress...
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Get in there
"Although inflation in the near term will likely be held down by lower energy prices and other factors, the Committee judges that the ...
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It's all about inflation
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...
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Automated Lift (song for QE)
With apologies to Elton John..... Goodbye, then, QE Though I never liked you at all You ensured financial markets Answered the Fed'...
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Stress-free
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...
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If I Could Turn Back Time
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...
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A Hobbesian correction?
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...
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A Fed poll
Well, that was...exciting. The long-awaited return of volatility has arrived with quite a fanfare (or is that a requiem?), with yesterday&#...
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Fixed income gets medieval
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 ...
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J'A-QQQQ's
Nasty price action all around recently, but particularly in the riskier spectrum- Europe and the Nasdaq. The flight of the flamingo r...
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The Fed notices the dollar
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...
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Payroll number? What payroll number?
It's interesting to see that since the release of the strong figure on Friday, EDZ5 has retraced all of its price action.... ......
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Friday bullet points
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...
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Things that make you go hmmmmmmm
Equities: Continuing to trade off the back foot Fixed income: Finally catching a bit of a bid Dollar: Evidently invincible, making mul...
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