Happy Macro Man Thursday, December 29, 2016 63 Comments Macro Man With the market in quiet mode before New Year's, enjoy this little musical interlude, courtesy of frequent commenter Leftback. Look out... Read More
A visit from Donald Trump Macro Man Friday, December 23, 2016 31 Comments Macro Man It's that time of year again, and as a comeback special Macro Man is pleased to unveil this year's holiday poem: 'Twas the nig... Read More
Thank you Macro Man Tuesday, December 20, 2016 49 Comments Macro Man Thank you to all readers for the very kind wishes in response to yesterday's post. It may take your (erstwhile) author a few days to pe... Read More
Another farewell (of sorts) Macro Man Monday, December 19, 2016 66 Comments Macro Man It's with mixed emotions that Macro Man must bid readers another farewell, of sorts. Today marks the last regularly scheduled post in... Read More
3 charts for your Friday consideration Macro Man Friday, December 16, 2016 42 Comments Macro Man * In the end, much of what we see flickering on our screens comes down to trends in real interest rates. While it feels like the recent fix... Read More
H is for Hawk Macro Man Thursday, December 15, 2016 38 Comments Macro Man If the appropriate literary allusion for last week's ECB was "How do I dove thee?", then the equivalent for yesterday's ... Read More
Not what, but how Macro Man Wednesday, December 14, 2016 43 Comments Macro Man The key for the Fed today is not what they do, but how they do it. The expectation for a 0.25% hike today is universal, and there seems vi... Read More
A shameless plug Macro Man Tuesday, December 13, 2016 59 Comments Macro Man It's the holiday season. which is the time for giving gifts to the friendly punter(s) in your life. While Macro Man normally avoids th... Read More
What do post-election rallies say about future returns? Macro Man Monday, December 12, 2016 31 Comments Macro Man Another day, and the Trumpflation theme keeps on rolling. Equities go up up seemingly every day, US back end yields are at eighteen month h... Read More
How do I dove thee? Let me count the ways Macro Man Friday, December 09, 2016 33 Comments Macro Man OK, first things first. While there were a number of real-time interpreations of yesterday's ECB meeting, from Macro Man's perch it... Read More
Ten points on today's ECB meeting Macro Man Thursday, December 08, 2016 51 Comments Macro Man 1) There is a virtually universal consensus that an extension of QE will be announced, and the overwhelming expectation is that this will en... Read More
Europe, China, US Macro Man Wednesday, December 07, 2016 34 Comments Macro Man * With the ECB decision looming, it's perhaps worth checking in on the state of play of ECB liquidity, market pricing, and expectation. ... Read More
Euro clarity Macro Man Tuesday, December 06, 2016 15 Comments Macro Man While Macro Man was sceptical that the Italian referendum would deliver the sort of shank-a-thon that EUR and equity shorts were hoping for,... Read More
Not Brexit Macro Man Monday, December 05, 2016 22 Comments Macro Man So the results of Europe's weekend votes are in, and the protest movement went one for two. In Italy, Renzi's Referendum was on the... Read More
Payroll day observations Macro Man Friday, December 02, 2016 42 Comments Macro Man * First things first: for the last payroll day before the Fed meeting, Macro Man's model is relatively upbeat, looking for a figure of 2... Read More