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Archive for July 2015

Any change at all?

Macro Man Wednesday, July 29, 2015 53 Comments
Macro Man
So Fed day is here, but Macro Man isn't entirely convinced that we're going to get a tip of the hand either way from Yellen and co. ...
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Spot the difference!

Macro Man Monday, July 27, 2015 26 Comments
Macro Man
Here are mostly underwater Chinese equity longs crowding through a tiny exit: And here are mostly underwater Chinese crowding through a...
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A brief history lesson

Macro Man Monday, July 27, 2015 14 Comments
Macro Man
Macro Man has been thinking a bit more about commodities recently, and before addressing the upcoming Fed meeting in another post later this...
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Gold, Jerry, gold!

Macro Man Monday, July 20, 2015 64 Comments
Macro Man
Is it just Macro Man, or do some of the smug musings of "just buy the dip, equities are going up forever" adherents sound a bit li...
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The only loony chart was the...err....loonie

Macro Man Thursday, July 16, 2015 35 Comments
Macro Man
Hurray, the Greek vote passed, the bailout is on!  OK, now how long til the next debt restructuring/writedown/foregiveness/default?  Even th...
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Ruh ruh, Raggy

Macro Man Wednesday, July 15, 2015 175 Comments
Macro Man
With the contentious Greek parliamentary vote to pass the necessary bills to progress with the Anschluss bailout program today, there's...
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Double down

Double down

Macro Man Monday, July 13, 2015 23 Comments
Macro Man
Trent:   Double down Mike:  What?  Trent: You got an 11.  You always double down on an 11 Mike:  I know, but it's $200.   It's...
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The Greek negotiations in two pictures

Macro Man Sunday, July 12, 2015 13 Comments
Macro Man
Euclid arrives, confident that they can make a deal.... ...alas, no deal, no summit, no soup for you!   "Poor bugger," Chris...
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Mr. Roboto

Macro Man Thursday, July 09, 2015 21 Comments
Macro Man
In honor of: a) Macro Man's friend Old Guy who wrote yesterday that he sold some holdings that he'd held "since before some Mac...
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Can anything sink EUR/AUD?

Macro Man Wednesday, July 08, 2015 18 Comments
Macro Man
Who knew all this Grexit stuff was so good for the euro?   That, at least, is the message conveyed by EUR/AUD, which has rallied very steadi...
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How Germany Used This One Weird Trick To Cut Its Debt

Macro Man Tuesday, July 07, 2015 27 Comments
Macro Man
Alex Tsipras is feeling the strain of Greece's prolonged battle with Europe.   His eyes are rimmed red as he hunches over his laptop, br...
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Post-payroll bullets

Post-payroll bullets

Macro Man Thursday, July 02, 2015 56 Comments
Macro Man
* So in an economy where a job gain of 223k and an unemployment rate of 5.3% is seen as a disappointment, and Spooz remain close to all time...
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      • Any change at all?
      • Spot the difference!
      • A brief history lesson
      • Gold, Jerry, gold!
      • The only loony chart was the...err....loonie
      • Ruh ruh, Raggy
      • Double down
      • The Greek negotiations in two pictures
      • Mr. Roboto
      • Can anything sink EUR/AUD?
      • How Germany Used This One Weird Trick To Cut Its Debt
      • Post-payroll bullets
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