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Archive for August 2015

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 ...
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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...
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The best-laid plans

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...
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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...
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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...
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Bullets from the road....to Armageddon?

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...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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      • Thoughts on tactics and an historical milestone
      • Gushing
      • The best-laid plans
      • Achtung, Kapitan!
      • A few thoughts from Monday night NY time
      • Bullets from the road....to Armageddon?
      • Dipbuyer absconds, market dumps
      • China and the Fed, Part 2
      • China and the Fed
      • If you were Chinese....
      • One down, four to go
      • End of an era
      • The music is close to stopping
      • Too late to buy, too early to sell?
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