February 2015 ~ Macro Man

A simple model

So the US economy is not, in fact, falling off a cliff...just yet. Although durable goods orders are notoriously noisy, yesterday's sol...

Janet Yellen's testimony yesterday had something for everyone (except owners of puts, natch.) Of course, these days 'balanced' ...

So Greece is not, after all, leaving the euro....yet. The recent agreement was as uninspiring as it was unsurprising, a classic example of ...

Yesterday's minutes reveal that the Fed is: a) Justifiably concerned about the lack of global demand b) Ignoring nascent signs of re...

Following on from a conversation that he had over the weekend, Macro Man got to thinking about a post he did last summer on the financial l...

That the Michigan consumer sentiment survey..... ...the Conference Board measure.... ....and even the OECD index of US consumer...

What are we to do with the euro? Macro Man has been running short for some time now, doing a little trading around as circumstances warran...

So what happens now? The US employment data confounded both the expectations of predictive models (such as, cough cough, that belonging to...

Another month, another payroll figure. Although the Fed is not currently in play they conceivably could be in a few months, thus setting u...

February has not exactly gotten off to a wonderful start for a number of consensus positions in macro-land. The euro, for example, has stra...

Snowed in yet again, Macro Man has been left to peruse his bookshelves. In the children's section of his library he found a new volume...