tag:blogger.com,1999:blog-34323687.post1395275885424888943..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Kebabs, Sushi and Big MacsMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-34323687.post-21827847864468398172011-06-30T17:09:00.026+01:002011-06-30T17:09:00.026+01:00Anon at 12.16am:
Bond yields - exogenous influenc...Anon at 12.16am:<br /><br />Bond yields - exogenous influences - yields moving up almost entirely b/c of unwind of the Greek default safety trade.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76784621252524284032011-06-30T13:07:44.665+01:002011-06-30T13:07:44.665+01:00ECRI folks of the same macro, slowdown view. I don...ECRI folks of the same macro, slowdown view. I dont really know where the economy is heading. <br /><br />But I do know that 1250 S&P is a nice level and if we break it, some stops will go off. <br /><br />Corporation have been killing it the past 2 years. I'll wait until they start disappointing b4 I get short thoughabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59545829688747770082011-06-30T12:17:51.305+01:002011-06-30T12:17:51.305+01:00Another Digestive period indeed mac,the boots on t...Another Digestive period indeed mac,the boots on the other foot this time.Ambonoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-34066896434542289772011-06-30T00:16:15.685+01:002011-06-30T00:16:15.685+01:00a slower EPS growth is certainly what the market h...a slower EPS growth is certainly what the market has been expecting, but back in 2007 when yoy EPS growth was in the low teens and with Baltic rapidy retracing from historic highs, the market still managed to hold for months before Bear Sterns knocked some sense in. So I am still not convinced cognitive dissonance will result in risk assets retracing, yet. ANother point you have not covered, why are bond yields moving up? Maybe the market is already pricing in a new debt ceiling and some "visibility" to the budget debate in DC. Bottom line, I think the market will try to stay around this level until Aug Jackson hole.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32117832359280004412011-06-29T22:32:50.480+01:002011-06-29T22:32:50.480+01:00Any chance of some detail on the earnings growth m...Any chance of some detail on the earnings growth model?? CheersAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-90675974919710856152011-06-29T14:24:13.924+01:002011-06-29T14:24:13.924+01:00Excellent post TMM. I deeply appreciate the clari...Excellent post TMM. I deeply appreciate the clarity of the last line as sometimes I'm a bit thick and the read-through isn't always apparent. <br /><br />Ten year IG corporate CDS near last summer highs; Brazil 10's minus 2's inverted, India is about flat and China at ~34 bps. <br /><br />Warming to your view TMM.Tylerhttps://www.blogger.com/profile/06265862490530746096noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22420576033069967422011-06-29T13:34:57.366+01:002011-06-29T13:34:57.366+01:00another excellent post fella'sanother excellent post fella'sThe Angry Russianhttps://www.blogger.com/profile/13501436358669913408noreply@blogger.com