So the US economy is not, in fact, falling off a cliff...just yet. Although durable goods orders are notoriously noisy, yesterday's sol...
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Something for everyone
Janet Yellen's testimony yesterday had something for everyone (except owners of puts, natch.) Of course, these days 'balanced' ...
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How ya left?
So Greece is not, after all, leaving the euro....yet. The recent agreement was as uninspiring as it was unsurprising, a classic example of ...
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A multiple choice quiz
Yesterday's minutes reveal that the Fed is: a) Justifiably concerned about the lack of global demand b) Ignoring nascent signs of re...
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An update on leverage (sort of)
Following on from a conversation that he had over the weekend, Macro Man got to thinking about a post he did last summer on the financial l...
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Which is more likely?
That the Michigan consumer sentiment survey..... ...the Conference Board measure.... ....and even the OECD index of US consumer...
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Near term bottom or the pause that refreshes?
What are we to do with the euro? Macro Man has been running short for some time now, doing a little trading around as circumstances warran...
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A payroll shocker?
Another month, another payroll figure. Although the Fed is not currently in play they conceivably could be in a few months, thus setting u...
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Correctamundo
February has not exactly gotten off to a wonderful start for a number of consensus positions in macro-land. The euro, for example, has stra...
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Alexis Tsipras Will You Please Go Now!
Snowed in yet again, Macro Man has been left to peruse his bookshelves. In the children's section of his library he found a new volume...
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