April 2016 ~ Macro Man

Will a Canadian ratings agency dictate the dollar's fate?

Although it may be tempting to see yesterday as some sort of turning point, with global equities finally reacting negatively to bad news, it...

Well, that was...surprising. Perhaps the BOJ has realized that disinflation is a global phenomenon, and that there is little that marginal ...

Macro Man saw the Fed statement as generally quite neutral. To be sure, the elimination of "global risks" language and the emphas...

Welcome to the latest edition of FOMC Roulette, where the committee spins the wheel and determines why standing pat remains the optimal poli...

Yesterday was quite interesting insofar as US fixed income was generally weak despite the fact that equities were down pretty much all day (...

A few random thoughts for Monday as Macro Man is still settling back in: * If the dollar were going to turn back up, now would be an oppor...

Although oil seems to be hogging the headlines in the commodity space these days, there is plenty of interesting price action in other marke...

Well, score one for the bullish crowd. While the deleterious impact of the Doha summit failure on crude was mitigated by the strike in Kuwa...

Your view of the broader significance of this weekend's failed Doha summit directly relates, in all likelihood, to your pre-existing vie...

Although yesterday's price action was generally uninteresting with respect to the magnitude of most market moves, the reaction of fixed ...

Another day, another disappointing retail figure. OK, it wasn't actually as bad as the March headlines would suggest; in fact, with rev...

Would you lend money to this man? For 50 years? At a rate below 2%? Macro Man wouldn't, but on yesterday's evidence there are p...