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Archive for May 2016

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...
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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 ...
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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...
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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 ...
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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...
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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...
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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!...
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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...
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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...
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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 ...
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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...
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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...
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      • A small confession
      • The Fed's Memorial Day barbecue
      • Schrodinger's market
      • A brief thought on the G7
      • Indecision
      • The Fed's gambit
      • Dell bonds: too good to be true?
      • Sector stuff
      • I'm so confused
      • What a long strange trip it's been
      • Growth inside and outside the EU: the history of t...
      • Everything wrong with the Eurozone summarized in o...
      • Commodities: long and wrong?
      • Monday morning bullet points
      • Another payroll day...
      • Traffic Jam
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