The state of the financial labour market Macro Man Monday, March 30, 2015 41 Comments Macro Man As many risk takers are likely to be concerned with locking down positions and profits into month and quarter end, Macro Man thought he woul... Read More
Running in place Macro Man Thursday, March 26, 2015 38 Comments Macro Man A 1.5% downday, and the SPX is basically unchanged on the year. There's a reason that Macro Man hasn't written too much about equi... Read More
Not much to say Macro Man Tuesday, March 24, 2015 27 Comments Macro Man Apologies for the radio silence over the last few days, but Macro Man hasn't really got a lot to say. Illiquid market churn is not ... Read More
Dot-dot-dot, dash-dash-dash, dot-dot-dot Macro Man Wednesday, March 18, 2015 46 Comments Macro Man Well, that was....intense. The Fed dropped the word "patient" and explicitly left the door ajar for a move in June should circum... Read More
Banishing the ghost of 1937 Macro Man Wednesday, March 18, 2015 26 Comments Macro Man So the big day is finally here. Will patience be a virtue, or won't it? Macro Man's hunch is that the Fed will keep the door aja... Read More
What's in the price? Macro Man Tuesday, March 17, 2015 7 Comments Macro Man The FOMC announcement is rapidly approaching, an event at which push will presumably come to shove. Macro Man retains his (reduced) short e... Read More
Why the DAX is outperforming Macro Man Friday, March 13, 2015 45 Comments Macro Man Macro Man was going to write a thousand-word post on the matter, but why bother when he can just show a picture (lifted from BAML's exce... Read More
A case of big-figureitis Macro Man Thursday, March 12, 2015 12 Comments Macro Man Oh dear, looks like the DXY has a case of big-figureitis.... One can only imagine the thoughts of the guy who paid 100. Must be somethi... Read More
Panic Macro Man Wednesday, March 11, 2015 32 Comments Macro Man With apologies to the Smiths... Panic on the streets of London Panic on the streets of Amsterdam I wonder to myself Could I ever be lon... Read More
Shhh! Don't look now.... Macro Man Tuesday, March 10, 2015 35 Comments Macro Man ....but USD/CHF is pretty much back to flat on the year and has almost entirely wiped out the SNB move..... Read More
Four thoughts after payrolls Macro Man Monday, March 09, 2015 36 Comments Macro Man * It's getting increasingly difficult for anyone to say that the US labour market (with the exception of that for friendly macro punters... Read More
A perfect mix Macro Man Friday, March 06, 2015 28 Comments Macro Man Well, Super Mario looked happier and more relaxed yesterday than he had in quite some time, n'est-ce pas? Obviously, there were no fres... Read More
TICC Macro Man Thursday, March 05, 2015 26 Comments Macro Man Tomorrow sees the release of US nonfarm payrolls, financial markets' monthly paean to the fetishization of statistical noise around a sl... Read More
1999 Macro Man Tuesday, March 03, 2015 33 Comments Macro Man A song in honor of the Nasdaq Composite reaching 5000 again, a mere 3,907 weekdays after it first achieved that lofty perch, with apologies ... Read More