Thoughts on tactics and an historical milestone Macro Man Monday, August 31, 2015 16 Comments Macro Man It's a bank holiday in the UK today, so at least British chiropractors and osteopaths can look forward to a day of relief from treating ... Read More
Gushing Macro Man Friday, August 28, 2015 44 Comments Macro Man All of a sudden, the world looks pretty good, doesn't it? Spooz are up on the week (raise your hand if you saw that one coming 48 hou... Read More
The best-laid plans Macro Man Thursday, August 27, 2015 28 Comments Macro Man But Mousie, thou art no they lane, In proving foresight may be vain; The best-laid schemes o' mice an' men Gang aft agley. -Ro... Read More
Achtung, Kapitan! Macro Man Wednesday, August 26, 2015 47 Comments Macro Man Just when you thought the good ship S.S. Spoo had righted itself after a couple of nasty rogue waves, it went and hit a bit of uncharted ree... Read More
A few thoughts from Monday night NY time Macro Man Tuesday, August 25, 2015 47 Comments Macro Man Well, that was interesting. Macro Man wishes to extend apologies to all readers for not informing them of his presence at a beach yesterd... Read More
Bullets from the road....to Armageddon? Macro Man Monday, August 24, 2015 50 Comments Macro Man Macro Man is traveling today so is forced to keep his observations brief: * The Nikkei short suggested on Friday has worked a treat, and a t... Read More
Dipbuyer absconds, market dumps Macro Man Friday, August 21, 2015 59 Comments Macro Man Hoo boy, now that was an interesting day. Fresh on the heels of being log-rolled by Zee Krauts, Alex Tsipras quits and calls a snap elect... Read More
China and the Fed, Part 2 Macro Man Thursday, August 20, 2015 31 Comments Macro Man For what seems like the thousandth time over the past few years, the market has read the tea leaves from Fed communication (in this case, th... Read More
China and the Fed Macro Man Thursday, August 13, 2015 52 Comments Macro Man On Monday, the RMB fixed dramatically lower. In developed markets, stocks sold off hard, short ends were bid, and the dollar rallied sharpl... Read More
If you were Chinese.... Macro Man Tuesday, August 11, 2015 32 Comments Macro Man ...would you expect either of these to stop here? USD/CNH weekly: EUR/CNH daily: ...yeah, me neither. It seems reasonable to ... Read More
One down, four to go Macro Man Tuesday, August 11, 2015 14 Comments Macro Man Well, by the sound of it, we're one down, four to go in terms of lift-off next month. Dennis Lockhart's comment that he is "ve... Read More
End of an era Macro Man Tuesday, August 11, 2015 Add Comment Macro Man Just a brief one after today's other post was written (but not yet published!) Today marks the end of an era, as China has devalued th... Read More
The music is close to stopping Macro Man Friday, August 07, 2015 19 Comments Macro Man Well, we've never seen this one before, have we? The sterling market was all geared up for hints of a possible BOE rate move, only to g... Read More
Too late to buy, too early to sell? Macro Man Tuesday, August 04, 2015 41 Comments Macro Man With the new month having started and the rest of a big data week ahead, Macro Man thought it might be useful to dust off his equity model f... Read More