Donald Trump’s executive order on immigration from Muslim-majority countries has firmly put to rest any hope that he would back away from ...
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Order, order
Given that Macro Man is in absentia as a moderator for most of the time, he has decided to make a small change to maintain order and ensure ...
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Buy The F/I Dip
This is a short update on the status of our bond trade. After finding a bottom as selling pressure abated, the PIMCO ETF “BOND” eventually ...
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Quantamental
While looking at price charts can be controversial for some more fundamental biased managers, plotting (not charting) fundamental trends li...
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CAD-USD Commodity Correlations
The chart above is the DJ Commodity Index vs CAD-USD from 2007. The correlation of CAD with the DJ index is significant over the perio...
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What do you see
Going back to basics is a good process reminder in the macro businesses every once in a while. Reviewing one's long held beliefs, areas ...
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Where’s the action?
Watching the Dow Jones’ tepid flirtations with the 20,000 level has quickly become pretty dull. After almost two weeks of coy approaches, m...
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Trumpflation? Or A Return of Deflation? - Leftback
A few days ago, members of Team Macro Man 2.0 reviewed charts for a variety of US fixed income instruments and predicted here that the steep...
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A public service announcement from MM
Hi, it's Macro Man here. It was good to see a strong first week from TMM2, with a couple of familiar faces...err....names and a couple ...
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Anatomy of a Bottom
"no Mr Bond, I expect you to die" The bond market did talk, and recently experienced a steep sell-off, one that had been fo...
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Event Risks and Catalysts for 2017
It’s imperative that one should learn to recognize and navigate through the potholes and avoid pitfalls that often appear in this arduous...
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The EUR in 2017
In the last two days of 2016, the EUR attempted to break down below the 1.015 -1.0350 support zone and then late in the day proceeded t...
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New Year Consensus Trades
While the new year begins for most of financial market players this week, Wall Street has been looking forward to 2017 trades since late No...
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