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Archive for December 2015

What did you get?

Macro Man Wednesday, December 30, 2015 31 Comments
Macro Man
The Macro boys, like most children in industrialized countries, remain out of school this week.  However, when they return to their scholarl...
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The Case of the Missing Record

Macro Man Wednesday, December 23, 2015 49 Comments
Macro Man
It was mid-morning on a mild December's day in the year 20-- that I received a wire from Mr. Sherlock Holmes requesting the pleasure of ...
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4 points to kick off Christmas week

Macro Man Monday, December 21, 2015 36 Comments
Macro Man
1)   Whether Santa was waylaid or whether it was option expiry, Friday's price action was downright ugly.  Some sort of bounce in the SP...
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Top Ten Reasons the Santa Rally Failed Yesterday

Macro Man Friday, December 18, 2015 23 Comments
Macro Man
1) A trio of burly repo men skedaddled up to the North Pole and took Santa's sleigh after he couldn't afford the payments with the n...
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What now?

Macro Man Thursday, December 17, 2015 26 Comments
Macro Man
So the Fed decision, statement, and commentary were largely as Macro Man expected, given the "shadow statement" presented here a c...
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The first hike in the history of this commentary

Macro Man Wednesday, December 16, 2015 40 Comments
Macro Man
And so here we are. This blog is more than nine years old, and has never had the pleasure of commenting upon a Federal Reserve rate hike. ...
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Having a go at tomorrow's statement

Macro Man Tuesday, December 15, 2015 29 Comments
Macro Man
Just one more day to go.  Markets are understandably jittery, and that's just commenting on the actual people involved;  algos and robot...
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Bad Credit

Macro Man Monday, December 14, 2015 23 Comments
Macro Man
The big week is finally here, but before addressing the Fed tomorrow there's some unfinished business from last week that requires atten...
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Tom, Dick, and Harry

Macro Man Friday, December 11, 2015 54 Comments
Macro Man
Another day, another beefy increase in the CNY reference rate.  Over the last week the RMB has been marked some 0.8% lower versus the dollar...
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Hunting flamingos...and turkeys.

Macro Man Thursday, December 10, 2015 28 Comments
Macro Man
It's flamingo hunting season and Clubber Lang looks set to win the coveted "forecaster of the month" award.  A flamingo, for...
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Three things

Macro Man Wednesday, December 09, 2015 17 Comments
Macro Man
1) Further to yesterday's post, Macro Man did a little more digging on relative credit valuation.  Small caps have been something of a ...
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Oil and credit

Macro Man Tuesday, December 08, 2015 23 Comments
Macro Man
Markets are trading with a lack of conviction characteristic of recent P/L distress and an upcoming event risk of the type that generally em...
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      • What did you get?
      • The Case of the Missing Record
      • 4 points to kick off Christmas week
      • Top Ten Reasons the Santa Rally Failed Yesterday
      • What now?
      • The first hike in the history of this commentary
      • Having a go at tomorrow's statement
      • Bad Credit
      • Tom, Dick, and Harry
      • Hunting flamingos...and turkeys.
      • Three things
      • Oil and credit
      • What will punters do?
      • A Damascene moment?
      • Big Day #1
      • Time for caution on the euro
      • A public service announcement regarding currency b...
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