Although Macro Man has generally subscribed to the idea that this is an orthodox market correction in developed markets (albeit in context o...
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Brief thoughts ahead of the BOJ
* Overnight implied vol for today's BOJ meeting is higher (at 31%) than for any other meeting since the Abenomics revolution. This cert...
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The binky remains hidden
"The Committee is closely monitoring global economic and financial developments and is assessing their implications for the labor marke...
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The Federales ride into town
Saddle up, the Federales are ridin' into town. Now obviously, no one expects an actual policy shift out of the Fed, so the issue is re...
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Central bank equity buying: some evidence
Over the past few months there seems to have been a growing debate, here and elsewhere, as to the impact of central banks upon equity market...
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A riyal pain in the...
Question: If a market falls and there is no one there to panic, does it make a sound? Yesterday's price action was notable for a) un...
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A few thoughts on yen
What a difference a few miles makes. While Washington and New York were buried under some two feet of snow, Macro Man's town (some 50 ...
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The final test
Email test post #4: spending a snowy weekend trying to repair a dodgy email feed is fun! Maybe I'll go do some shoveling for a little r...
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The end of another emotional week
It's funny, isn't? We've had a solid bounce from the lows in developed market equities, but nothing spectacular, and suddenly ...
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A tale in five bullet points
It was the best of times, it was the worst of times, it was the age of vicious sell-offs, it was the age of face-ripping rallies, it was the...
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Panic, or a Dip-Buyer's Lament
With apologies to the Smiths... Panic on the streets of London Panic on the streets of Amsterdam I wonder to myself Could stocks ever g...
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Survey results
Macro Man is in a personal fast market, so he can't really write about everything he wishes to this morning. However, given that yeste...
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Public Enemy as financial commentators
"Base?!?!?! How low can you go? Death row! What a brother know?" - Public Enemy, "Bring the Noise" (well, kin...
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At $30, the market's still long oil
Once more unto the breach, dear friends, as US markets re-open today. Despite the holding pattern in European bourses yesterday, it certain...
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The blog-o-meter bottom
Perched on the edge of the abyss, stocks took a peek down yesterday and then stepped back from the brink...for now. Was the market over-sol...
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