As many risk takers are likely to be concerned with locking down positions and profits into month and quarter end, Macro Man thought he woul...
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Running in place
A 1.5% downday, and the SPX is basically unchanged on the year. There's a reason that Macro Man hasn't written too much about equi...
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Not much to say
Apologies for the radio silence over the last few days, but Macro Man hasn't really got a lot to say. Illiquid market churn is not ...
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Dot-dot-dot, dash-dash-dash, dot-dot-dot
Well, that was....intense. The Fed dropped the word "patient" and explicitly left the door ajar for a move in June should circum...
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Banishing the ghost of 1937
So the big day is finally here. Will patience be a virtue, or won't it? Macro Man's hunch is that the Fed will keep the door aja...
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What's in the price?
The FOMC announcement is rapidly approaching, an event at which push will presumably come to shove. Macro Man retains his (reduced) short e...
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Why the DAX is outperforming
Macro Man was going to write a thousand-word post on the matter, but why bother when he can just show a picture (lifted from BAML's exce...
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A case of big-figureitis
Oh dear, looks like the DXY has a case of big-figureitis.... One can only imagine the thoughts of the guy who paid 100. Must be somethi...
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Shhh! Don't look now....
....but USD/CHF is pretty much back to flat on the year and has almost entirely wiped out the SNB move.....
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Four thoughts after payrolls
* It's getting increasingly difficult for anyone to say that the US labour market (with the exception of that for friendly macro punters...
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A perfect mix
Well, Super Mario looked happier and more relaxed yesterday than he had in quite some time, n'est-ce pas? Obviously, there were no fres...
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