October 2015 ~ Macro Man

Friday Bullet Points

* So the BOJ was unched in the end. Macro Man's not waiting up for the Kuroda press conference at 3.30 am NY time, but the hot rumour i...

" In determining whether it will be appropriate to raise the target range at its next meeting, the Committee will assess progress--bot...

Since the Fed last announced policy in September, this is what's happened: * The SPX has rallied 3.5% * The DXY has rallied 1.5%...

Yesterday was such a slow day, it's just as well that Macro Man had the poll to keep him busy. There were a couple of interesting resul...

Friday's post-ECB hangover was so severe that the Eurostoxx only managed to rally a little over 2%, the SPX a bit over 1%, and US fixed ...

If you're reading this, you probably don't need Macro Man to tell you what happened at Draghi's press conference yesterday, nor ...

Macro Man doesn't often delve into single-name space, because the due diligence required to make an informed investment is decidedly mor...

Tomorrow's ECB meeting comes at an interesting time, both for policymakers and for markets. For the ECB, the Fed's apparent retreat...

One of the nice things about regular exercise is that it tends to free up the subconscious to wander where it will as one labors through str...

A slew of Chinese data was released Sunday evening, and at first glance there isn't a whole lot in it. Y/Y GDP growth beat expectations...