3 points to start a big week Macro Man Monday, November 30, 2015 20 Comments Macro Man Here are 3 thoughts to start what's shaping up to be a pretty big week: * The IMF board votes today on whether to include the RMB in t... Read More
Ten Things I'm Thankful For Macro Man Thursday, November 26, 2015 36 Comments Macro Man The last couple of weeks have really refocused attention on how fortunate most of us are to live in relative peace and harmony in our daily ... Read More
Economies and markets Macro Man Wednesday, November 25, 2015 15 Comments Macro Man While the situation between Turkey and Syria certainly appears to be serious, it does provide a useful laboratory experiment to test Macro M... Read More
Knowing where to look Macro Man Tuesday, November 24, 2015 25 Comments Macro Man Macro Man's already come to grips with his basketball defeat and rationalized it away. A little bit of measuring last night revealed t... Read More
Feeling old Macro Man Monday, November 23, 2015 27 Comments Macro Man Yesterday witnessed a watershed event chez Macro Man. Much to your author's chagrin and despite his best efforts, Macro Boy the Elder ... Read More
Sense checking the EUR/USD trade Macro Man Friday, November 20, 2015 20 Comments Macro Man Hi ho silver! Well, not really; after a nice break higher in the US morning, price action was actually pretty flaccid. So despite silver ... Read More
3 points on the Fed minutes Macro Man Thursday, November 19, 2015 15 Comments Macro Man * It was interesting (and kind of disappointing) that the Fed didn't provide any discussion of the implementation of lifting rates off ... Read More
Minutes and buybacks Macro Man Wednesday, November 18, 2015 26 Comments Macro Man Today we get one of the Fed's last chances to slam on the brakes before next month's FOMC decision, where the market is currently pr... Read More
No man's land Macro Man Tuesday, November 17, 2015 6 Comments Macro Man Yesterday worked out pretty much as planned...that is, until Europe went home. European equities gapped lower on the open, drifted back to ... Read More
Ugh, indeed. Macro Man Monday, November 16, 2015 15 Comments Macro Man Little did your author know when he titled Friday's post how tragically accurate the sentiment would be. The horrific attacks on Paris... Read More
Ugh Macro Man Friday, November 13, 2015 46 Comments Macro Man "Ugh" is the only possible response when you: a) Are long equities yesterday b) Only get home from a day in the city at 9.30 p... Read More
Another look at EZ equities Macro Man Thursday, November 12, 2015 21 Comments Macro Man So with earnings season largely behind us, Macro Man thought it might be useful to re-examine his view on European equities. Although the E... Read More
A question of yield Macro Man Wednesday, November 11, 2015 13 Comments Macro Man Macro Man needs to keep it kind of short today as he is in the process of migrating to a new computer and he needs to work on "the buil... Read More
More on PEs and earnings Macro Man Tuesday, November 10, 2015 22 Comments Macro Man Monday largely went according to plan. The dollar softened a bit, gold broke its losing streak, and equities evidently decided that with F... Read More
Time for a pause Macro Man Monday, November 09, 2015 15 Comments Macro Man Was Friday's payroll report a game changer? Not as such...markets were already leaning towards a Fed rate hike in December, so the stro... Read More
Boom shakalaka Macro Man Friday, November 06, 2015 25 Comments Macro Man If you read this blog, you undoubtedly know that today's employment figure was a blowout. Beyond all the headline strength, even wages ... Read More