With the market in quiet mode before New Year's, enjoy this little musical interlude, courtesy of frequent commenter Leftback. Look out...
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A visit from Donald Trump
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...
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Another farewell (of sorts)
It's with mixed emotions that Macro Man must bid readers another farewell, of sorts. Today marks the last regularly scheduled post in...
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3 charts for your Friday consideration
* 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...
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H is for Hawk
If the appropriate literary allusion for last week's ECB was "How do I dove thee?", then the equivalent for yesterday's ...
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Not what, but how
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...
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A shameless plug
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...
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What do post-election rallies say about future returns?
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...
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How do I dove thee? Let me count the ways
OK, first things first. While there were a number of real-time interpreations of yesterday's ECB meeting, from Macro Man's perch it...
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Ten points on today's ECB meeting
1) There is a virtually universal consensus that an extension of QE will be announced, and the overwhelming expectation is that this will en...
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Europe, China, US
* With the ECB decision looming, it's perhaps worth checking in on the state of play of ECB liquidity, market pricing, and expectation. ...
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Euro clarity
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,...
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Not Brexit
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...
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Payroll day observations
* 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...
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