A small confession Macro Man Tuesday, May 31, 2016 14 Comments Macro Man 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... Read More
The Fed's Memorial Day barbecue Macro Man Friday, May 27, 2016 24 Comments Macro Man Fireworks or fizzle? Markets eagerly anticipate finding out what sort of Memorial Day barbecue Janet Yellen plans to serve today less than ... Read More
Schrodinger's market Macro Man Thursday, May 26, 2016 15 Comments Macro Man 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... Read More
A brief thought on the G7 Macro Man Monday, May 23, 2016 52 Comments Macro Man 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 ... Read More
Indecision Macro Man Friday, May 20, 2016 9 Comments Macro Man 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... Read More
The Fed's gambit Macro Man Thursday, May 19, 2016 20 Comments Macro Man 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... Read More
Dell bonds: too good to be true? Macro Man Wednesday, May 18, 2016 33 Comments Macro Man 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!... Read More
Sector stuff Macro Man Tuesday, May 17, 2016 11 Comments Macro Man Macro Man has managed to get his hands on a pretty good dataset of global equity market sector returns. The amount of information contain... Read More
I'm so confused Macro Man Monday, May 16, 2016 18 Comments Macro Man 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... Read More
What a long strange trip it's been Macro Man Friday, May 13, 2016 38 Comments Macro Man 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 ... Read More
Growth inside and outside the EU: the history of the UK and Sweden Macro Man Thursday, May 12, 2016 43 Comments Macro Man 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... Read More
Everything wrong with the Eurozone summarized in one chart Macro Man Wednesday, May 11, 2016 35 Comments Macro Man Self-appointed financial moral guardian Germany continues to see its trade surplus burgeon, even as import growth (not pictured, obviously... Read More