Macro Man is still a bit bleary-eyed from a long weekend at a kids' footy tournament in Boston. With two boys playing in five different...
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The Fed's Memorial Day barbecue
Fireworks or fizzle? Markets eagerly anticipate finding out what sort of Memorial Day barbecue Janet Yellen plans to serve today less than ...
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Schrodinger's market
While this week has been a solemn one thus far for your author, equity markets have been in full on party mode. Although the reason for the...
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A brief thought on the G7
Macro Man has had a death in the family, so posting will be sporadic over the next few days as he will be away for some of the week. With ...
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Indecision
Indecision remains the order of the day. Depending on your perspective, the SPX is either perched on a knife-edge (or at least, the necklin...
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The Fed's gambit
Raise your hand if you saw that one coming. After five months of prevarication, the Fed was as clear as it's been in a long time that n...
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Dell bonds: too good to be true?
Spooz go up, Spooz go down. Sometimes good news is good news (yay! no recession!) and sometimes it's bad news (boo! the Fed might hike!...
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Sector stuff
Macro Man has managed to get his hands on a pretty good dataset of global equity market sector returns. The amount of information contain...
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I'm so confused
Readers of a certain vintage may recall that in the early days of John Travolta's career, even before he strutted along the halls of Ryd...
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What a long strange trip it's been
A long, long time ago (it must have been in the late 1990's), Macro Man can recall reading some somewhat flippant investment advice (he ...
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Growth inside and outside the EU: the history of the UK and Sweden
A couple of weeks ago, Macro Man noted that markets seemed, if not sanguine, at least relatively calm about the prospects of Brexit. The e...
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Everything wrong with the Eurozone summarized in one chart
Self-appointed financial moral guardian Germany continues to see its trade surplus burgeon, even as import growth (not pictured, obviously...
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