tag:blogger.com,1999:blog-34323687.post5190979536257805308..comments2024-03-19T03:05:57.184+00:00Comments on Macro Man: EurostrichesMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-34323687.post-17393343009290804652010-07-12T20:46:53.235+01:002010-07-12T20:46:53.235+01:00phnarf ..., I wouldn't get too wrapped up or e...phnarf ..., I wouldn't get too wrapped up or embroiled in it all either. I'm waiting for a silver lining.Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-41595399809313158832010-07-12T20:13:09.723+01:002010-07-12T20:13:09.723+01:00Polemic, we have all been snoozing before the earn...Polemic, we have all been snoozing before the earnings season, waiting for a catalyst.<br /><br />Many prognosticators have been "foiled" by Alcoa's earnings reports in the past...<br /><br />(Boom Boom....!)Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-67793260563571915852010-07-12T19:17:31.220+01:002010-07-12T19:17:31.220+01:00sorry FX and folks. We will be back tomorrow. Ap...sorry FX and folks. We will be back tomorrow. Apologies for delayed postings. We suddenly fell asleep as the market lethargy infected us.Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-83037233962509821612010-07-12T08:22:18.025+01:002010-07-12T08:22:18.025+01:00Hello TMM,
Let us know when your bringing out you...Hello TMM,<br /><br />Let us know when your bringing out your kevlar fingers, should be fun.Unknownhttps://www.blogger.com/profile/11882601304613626929noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-67387777007975816522010-07-08T18:35:46.725+01:002010-07-08T18:35:46.725+01:00The stress tests may end up being an own goal:
O...The stress tests may end up being an own goal:<br /><br /><a href="http://g.sports.yahoo.com/soccer/world-cup/blog/dirty-tackle/post/The-most-ridiculous-own-goal-ever?urn=sow,254123" rel="nofollow"> Own Goal </a>Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-55689991738202323882010-07-08T13:32:20.497+01:002010-07-08T13:32:20.497+01:00Bloomberg:
Greek debt swaps show much bigger losse...Bloomberg:<a href="http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=aLZ4ovkiZbcE" rel="nofollow"><br />Greek debt swaps show much bigger losses than bank stress tests</a>Nichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-61591976553792821002010-07-08T12:55:11.066+01:002010-07-08T12:55:11.066+01:00You believe that Mr Trichet is not a great communi...You believe that Mr Trichet is not a great communicator, but perhaps you may have forgotten his predecessor. Moreover, the US had a great communicator for many years, who turned out to be the worst serial bubble blower ever!Aloysiushttps://www.blogger.com/profile/10321478408262803254noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-78426349538713893592010-07-07T21:42:47.676+01:002010-07-07T21:42:47.676+01:00Santander beats DB!
Mangler must be livid :)Santander beats DB!<br />Mangler must be livid :)Nichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-82026467044032431712010-07-07T18:26:45.754+01:002010-07-07T18:26:45.754+01:00Ostrich hunting will inevitably resume before long...Ostrich hunting will inevitably resume before long. With JPYUSD putting in a double top, one wonders if this might be the moment for a temporary resurgence of the carry trades from our bold and public-spirited trading desks? I'm sure the BoJ would be happy to do some selling to get the ball rolling....Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-73971862411119875992010-07-07T17:26:34.472+01:002010-07-07T17:26:34.472+01:00Saw something on ZH about Voldemort reassuring the...Saw something on ZH about Voldemort reassuring the world that they have no interest in speculating in gold, but had to get it translated (thx goog!) to see the text with my own eyes.<br /><br />Fading SAFE's public statements seems like a good trade. Anybody going long gold today on the simple notion that Voldemort suggest they are uninterested?k1https://www.blogger.com/profile/09225280954749523413noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-74029097378763578632010-07-07T16:54:48.654+01:002010-07-07T16:54:48.654+01:00Given its probably 60c paper in a workout that'...Given its probably 60c paper in a workout that's not exactly a softball for the banks. Assuming most pass this is probably v good news though the lack of stimulus and deleveraging will continue.Nemo Incognitohttps://www.blogger.com/profile/07345185457108156269noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-18215749243572550382010-07-07T16:09:43.556+01:002010-07-07T16:09:43.556+01:00Great post.
The stress tests for European banks w...Great post.<br /><br />The stress tests for European banks will include a "haircut" of 16 to 17 percent on Greek sovereign bonds, two banking sources told Reuters on Wednesday.<br />Stocks seem to like that rumour ...<br />http://www.reuters.com/article/idUSWEA883520100707Nichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.com