tag:blogger.com,1999:blog-34323687.post3824190226379857867..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: On The Therapist's CouchMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger28125tag:blogger.com,1999:blog-34323687.post-83005061250387317272020-03-23T00:45:29.152+00:002020-03-23T00:45:29.152+00:00Thanks for sharing this article. It is very inform...Thanks for sharing this article. It is very informative for me.<br /><a href="http://backpaindesk.mystrikingly.com/" rel="nofollow">http://backpaindesk.mystrikingly.com/</a> team regularly visit your Blog for seek of new information.<br /><a href="https://write.as/longboardpro/" rel="nofollow">https://write.as/longboardpro/</a><br />Delmerhttps://www.blogger.com/profile/01316318617346321990noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-41746083284415924122018-07-17T07:56:34.992+01:002018-07-17T07:56:34.992+01:00Your writers are extremely fantastic that have mad...Your writers are extremely fantastic that have made easy to understand everything for us.<a href="https://comfysofastudio.com/finding-best-kid-couch/" rel="nofollow">top kid sofas</a>pheobe22https://www.blogger.com/profile/01655894365721389730noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-27835196443609045002011-09-22T00:50:39.706+01:002011-09-22T00:50:39.706+01:00@SiP
http://www.bloomberg.com
/apps/quote?ticker=...@SiP<br /><br />http://www.bloomberg.com<br />/apps/quote?ticker=BPBS5:INDjaguaracerhttps://www.blogger.com/profile/06882429972478188592noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-68450373234251424182011-09-21T10:32:03.848+01:002011-09-21T10:32:03.848+01:00Jaguaracer,
Is there one for Betty?\
Any big sur...Jaguaracer,<br /><br />Is there one for Betty?\<br /><br />Any big surprises today TMM, and we'll be tag teaming that couch.Amplitudeinthehousenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-23627701552100133382011-09-21T08:19:11.770+01:002011-09-21T08:19:11.770+01:00@jaguaracer
Thanks!
1y
http://www.bloomberg.com/...@jaguaracer<br /><br />Thanks!<br /><br />1y<br />http://www.bloomberg.com/apps/quote?ticker=EUBS1:INDSiPhttps://www.blogger.com/profile/05603126014898835116noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-42537480528696410252011-09-21T02:21:59.069+01:002011-09-21T02:21:59.069+01:00Disconnect between oil and oil stocks just like go...Disconnect between oil and oil stocks just like gold and gold stocks. Is it because traders believe that commodity is overpriced?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-47143386778240077822011-09-20T22:32:42.337+01:002011-09-20T22:32:42.337+01:00@SiP
http://www.bloomberg.com/apps/quote?ticker=E...@SiP<br /><br />http://www.bloomberg.com/apps/quote?ticker=EUBS5:IND where the 5 in EUBS5 represents the term of the cross-currency basis swapjaguaracerhttps://www.blogger.com/profile/06882429972478188592noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55748154993110389812011-09-20T22:02:56.443+01:002011-09-20T22:02:56.443+01:00I dont know about free but you could try ebay, the...I dont know about free but you could try ebay, there may be some cheap second hand ones on there. <br /><br />Actually I've just found 0.44 and 18/17.8 knocking around in my attic - bit old and worn but should be OK , I could let you have those. <br /><br />( sorry couldn't resist)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-52743319451732180772011-09-20T21:20:05.313+01:002011-09-20T21:20:05.313+01:00Hi,
Im looking for free quotes for
EUR/USD Cross...Hi,<br /><br />Im looking for free quotes for <br />EUR/USD Cross-Currency Basis Swap Spreads 1y and longer<br /><br />and <br /><br />some 3m eurusd FX swap<br /><br />any chance for links?<br /><br />TIASiPhttps://www.blogger.com/profile/05603126014898835116noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-47937269374764334292011-09-20T21:16:31.373+01:002011-09-20T21:16:31.373+01:00Au contraire, I wonder to myself if the combinatio...Au contraire, I wonder to myself if the combination of <br /><br />1) much lower inflation expectations (as noted by TMM, despite the sellside continuously sticking to its "QE3 cannot happen" tune in the face of turning inflation data)<br /><br />2) the hint of EM-USD unwinds (BRL, ZAR and even Teflon SGD)<br /><br />is not going some comfort to the Wizard's Council that the road is clear for some forceful action.<br /><br />Meanwhile, while nobody is watching, bashing Betty has become lotsofun once again.Dublin Dundee Humbersidenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-61908535904047508082011-09-20T21:03:37.120+01:002011-09-20T21:03:37.120+01:00LB hates wizard days. Closed a few trades and rais...LB hates wizard days. Closed a few trades and raised a bit of cash today. LB feels there may be less wizardry this time around than some are anticipating. We'll see if there are better punting opportunities at the end of the week.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6114193886169276602011-09-20T20:03:01.325+01:002011-09-20T20:03:01.325+01:00Oh, btw, TMM, how about you just kill that whale? ...Oh, btw, TMM, how about you just kill that whale? You probably perceive it as fatter than it actually is (not only you but probably the rest of the market too thanks to the recency bias) and it's probably too distractive. Things are probably simpler than they appear. We are in the middle of a multi-year attempt to deleverage. This will happen with the help of zero interest rates and a moderate inflation. In the process the weakening of western currencies will allow the reduction of the global imbalances. All of it gradually, automatically via market's automatic stabilizers if you will. In the mean time, rising productivity will offset the small decline in consumer demand and corporations will continue to enjoy solid growth and earnings, which will allow equities to deliver decent returns. Not bull market returns but decent, maybe even in line with the roughly 8% equity risk premium being assigned by the market right now given low rates all across the curve. How fat was that whale? I suggest you kill it if you see it again.thetanoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-54524629870802547582011-09-20T19:05:16.876+01:002011-09-20T19:05:16.876+01:00skippy,
on the other hand the huge divergence betw...skippy,<br />on the other hand the huge divergence between different stocks/sectors (for example AAPL, AMZN breaking into new all time highs, NDX rebounding strongly and close to multi year highs) would make a bullish case for the SPX more likely than not.thetanoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-49481847458335024942011-09-20T16:29:10.562+01:002011-09-20T16:29:10.562+01:00@Skippy:
"For goodness sake, just let the ma...@Skippy:<br /><br />"For goodness sake, just let the markets clear".<br /><br />Have said that since 2008!<br /><br />But, as LB said, there is transfer of wealth to the rich!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-20199667227294265822011-09-20T16:15:11.407+01:002011-09-20T16:15:11.407+01:00C says'
Sorry skippy I didn't id myself ea...C says'<br />Sorry skippy I didn't id myself earlier.<br />I was simply sugesting the market is setting itself pretty obviously for the Fed.As such i see no sell ,or buy of significance until the event itself. As to what that may be I wouldn't even bother to hypothesise as essentially all it is blowing hotair and hoping it is right ,but would i back that,of course not .Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-1007304710040795402011-09-20T15:56:32.425+01:002011-09-20T15:56:32.425+01:00Skippy said:
"For goodness sake, just let th...Skippy said:<br /><br />"For goodness sake, just let the markets clear."<br /><br />Well yes. But they never allow that, at least not until the big money is all on the right side of the ball, just take a look at luxury US real estate, still suspended in mid-air. Hence every week, we are left to trade a thousand and one interventions....<br /><br />" Perhaps I might regret that wish? "<br /><br />Yeah. They tend to do clear on occasion, when we least expect it.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-38578909501411862682011-09-20T15:04:28.782+01:002011-09-20T15:04:28.782+01:00Perhaps Anon at 2.51.
I am not convinced the Bea...Perhaps Anon at 2.51. <br /><br />I am not convinced the Beard will do anything meaningful. In any case it is probably in the price. Confirmation that he has done something may be positive for stocks as it was last year, but perhaps it also smacks of desperation? Perhaps stocks might rally anyway? <br /><br />The S&P is near the top of the consolidation range (that is likely a continuation pattern) and I don't see the "right" solution in Europe - massive bond buying by Mr.T or fiscal union in Europe. <br /><br />Just my humble opinion,<br /><br />CheersSkippynoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-43496658061451339892011-09-20T14:51:09.519+01:002011-09-20T14:51:09.519+01:00"For-what-it-is-worth, the S&P is sell he..."For-what-it-is-worth, the S&P is sell here..."<br /><br />For what an hour ,two hours ,tomorow,this week,this month?<br /><br />I can't see anything of enduring significant being tried out prior to the Fed speaks out.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-7932820526265906822011-09-20T14:39:50.311+01:002011-09-20T14:39:50.311+01:00Perhaps it was always thus, but the endless desire...Perhaps it was always thus, but the endless desire for a policy saviour does my head in. Perhaps that it is due to my sympathy for the Austrian-school? <br /><br />For goodness sake, just let the markets clear. Perhaps I might regret that wish? <br /><br />Briliant post. <br /><br />For-what-it-is-worth, the S&P is sell here...Skippynoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-13871162689816299292011-09-20T14:24:48.664+01:002011-09-20T14:24:48.664+01:00F@#$% it TMM, just buy gold. lolF@#$% it TMM, just buy gold. lolAmplitudeinthehousenoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-85340905787153333092011-09-20T14:23:01.316+01:002011-09-20T14:23:01.316+01:00great post. do you mind to elaborate
" &quo...great post. do you mind to elaborate <br /><br />" "Well, the Emerging Market FX complex has seen a massive unwind of leverage yet the underlying local paper hasn't really budged. We would just sell that normally."<br /><br />what kind of paper, corporates? soverign, where in India or Brazil where the FX moves have been biggest?<br /><br />trading from the short side is always the hardest b/c you know the swings/squeezes will be huge. I think we will be able to reset shorts very soon at S&P 1250-1270abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6817744797115803802011-09-20T14:20:29.931+01:002011-09-20T14:20:29.931+01:00TMM, here in NYC, the entire city is on the therap...TMM, here in NYC, the entire city is on the therapist's couch, and has been for years. LB is also of the opinion that Twist is now unnecessary and it is the FOMC's turn to be the bystander. Your move, Jean-Claude. <br /><br />So, yes. Maintain a positive outlook since we are 9% off the lows, but why not continue to play the trading range by selling irrational exuberance and FOMC wet dreams and then buying on the TEOTWAWKI days?<br /><br />Some weeks it's a case of, if you don't know what to do, for heaven's sake don't do it...Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-90786252990112638992011-09-20T13:23:19.783+01:002011-09-20T13:23:19.783+01:00Re TMMisms, yes yes yes we are sorry..God, it'...Re TMMisms, yes yes yes we are sorry..God, it's like not having done you homework.. we WILL be announcing those v soon. Or perhaps we'll just add them and let you work out the new ones. If they are good they should just blend in.! Ok we'll fanfare them tomorrow ..Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-51759891075500599752011-09-20T13:08:45.873+01:002011-09-20T13:08:45.873+01:00TMM STOP FILLING MY THERAPIST'S CALENDAR.
But...TMM STOP FILLING MY THERAPIST'S CALENDAR.<br /><br />But seriously, when do we get the results of the TMM birthday vocab comp?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-89230743817787959722011-09-20T12:58:50.054+01:002011-09-20T12:58:50.054+01:00Amazing post! haha! I think that pretty much sums ...Amazing post! haha! I think that pretty much sums it up how most macro orientated traders view this market... HAL -3 + 3 -9 = ECB. -3 x +3 = -9. It all makes sense now.Anonymousnoreply@blogger.com