tag:blogger.com,1999:blog-34323687.post6145817603326640141..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: You know QE expectations are getting a bit out of hand when...Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-34323687.post-37963699823467878352010-11-02T22:02:22.808+00:002010-11-02T22:02:22.808+00:00Well Nemo ,
If we are nicking ideas perhaps we...Well Nemo ,<br /><br /> If we are nicking ideas perhaps we can nick David Guetta's trade mark and say "Fk me I'm Famous ".<br /> <br />No wonder he dropped our "TMM bonus bond" one. I don't think BNPP press office would have liked mention of BNPP 1 bil bonio numbers to be inserted instead. <br /><br /><br />BNP Paribas . I think your FX strategists in London are great but shame on you you NY scoundrels.<br /><br />PP.Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-85204319001198022492010-11-02T21:49:35.904+00:002010-11-02T21:49:35.904+00:00Im sending them a msg nowIm sending them a msg nowNichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-8086309381200066452010-11-02T21:32:03.406+00:002010-11-02T21:32:03.406+00:00Looks like some ass from BNP Paribas reads this bl...Looks like some ass from BNP Paribas reads this blog and is happy to plagiarize from it:<br /><br />http://www.zerohedge.com/article/19-reasons-why-real-bubble-inflating-bubblesAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-82265230598731318622010-10-31T05:46:15.879+00:002010-10-31T05:46:15.879+00:00In recent years, many things that were worrying pe...In recent years, many things that were worrying people with a common sens approach (rise in consumer debt, large current account, China buying ever more treasuries) were dismissed by sophisticated economists (Fed and others often linked to banks in some way) with some fancy theoretical arguments. The Joe six-pack in me, tells me that printing money leads to disaster.<br /><br />Great remarks on QE... I loved the European Telco Equity trader getting involved in the QE2 discussion! Everyone in financial markets (and beyond!?) has an opinion on this thing, and believes he understands it.FiatMoneyhttps://www.blogger.com/profile/15672827538147682342noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-87701543077274786252010-10-29T16:48:45.455+01:002010-10-29T16:48:45.455+01:0010s30s is 149 bps today, mate. Now see if you can ...10s30s is 149 bps today, mate. Now see if you can figure out what it is. LB prefers the breast stroke to the butterfly, to be honest.<br /><br />The QE post really was the dog's bollocks.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-25794899989606732342010-10-29T13:27:40.269+01:002010-10-29T13:27:40.269+01:00I'm a student. What's a 10s30s and 5s10s30...I'm a student. What's a 10s30s and 5s10s30s butterfly? I understand the structure of this but when do traders use it? <br /><br />Thank guys.Sunghttps://www.blogger.com/profile/08477062454133601392noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-12445401083367372252010-10-29T00:06:42.246+01:002010-10-29T00:06:42.246+01:00That was funny,Number 14 = Worries there, indeed, ...That was funny,Number 14 = Worries there, indeed, the stealth contrarian indicator no doubt.Unknownhttps://www.blogger.com/profile/11882601304613626929noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-35305880351348224902010-10-28T21:54:34.802+01:002010-10-28T21:54:34.802+01:00many retail ppl hiding out in bond funds where the...many retail ppl hiding out in bond funds where they may remain ostrich-like until yields bleed upwards and stocks eventually peak, at which time they will flee safety like lemmings just in time for the next big cliff dive....Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-86375272329139048072010-10-28T19:55:19.280+01:002010-10-28T19:55:19.280+01:00most retail ppl I talk to still live under a rock ...most retail ppl I talk to still live under a rock and have no idea what QE isabee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59212004734872643552010-10-28T16:21:11.623+01:002010-10-28T16:21:11.623+01:00LOL! Fantastic.. Laughter IS the best medicine. ...LOL! Fantastic.. Laughter IS the best medicine. #8 was my personal fav as I live in so cal.. tho, 1-4 had me lit up.. The phone calls from Mother were endearingly understandable, but irrelevant to me as my mother lamented after the dot.com bust.. "we probably never should have gone off the gold standard."karenhttps://www.blogger.com/profile/01981531601500637583noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-46574341246941375652010-10-28T16:18:14.369+01:002010-10-28T16:18:14.369+01:00Funny post.
Just wondering who would win in a the...Funny post.<br /><br />Just wondering who would win in a theoretical fistfight between QE2 and Chuck Norris ?scharfyhttps://www.blogger.com/profile/18309882331114382248noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-86360948248264285952010-10-28T15:20:22.227+01:002010-10-28T15:20:22.227+01:00Bill Gross's comments seem to be getting a lit...Bill Gross's comments seem to be getting a little distorted. He essentially endorses QE as being a necessary evil. But then points out that it will likely speed the inevitable end of a 30-year bull market in bonds.<br /><br />The biggest problem for the Fed is that QE will probably have little effect, outside of supporting higher gasoline prices. And if the economy turns to the worse, they are as likely as not to be blamed for causing it.<br /><br />The Fed is insulated from the need to cater to public opinion, but it would have behooved them to have spent a lot more time making a case before a wider audience than those in attendance at some function of functionaries in NY.Bob Stewarthttps://www.blogger.com/profile/14820206605014400382noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-27819904029209318092010-10-28T15:18:22.832+01:002010-10-28T15:18:22.832+01:00LOL, this one had me choking on my coffee this mor...LOL, this one had me choking on my coffee this morning...<br /><br />My brother is a Guardianista and he works in Islington ! But he is an economist so he probably knew what QE was already...Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-86765620189501767142010-10-28T15:13:01.071+01:002010-10-28T15:13:01.071+01:00Great post. Can you elaborate on the Bernanke PHD ...Great post. Can you elaborate on the Bernanke PHD thesis students please?Unknownhttps://www.blogger.com/profile/03619445455332687187noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-45245152799772875192010-10-28T13:49:31.351+01:002010-10-28T13:49:31.351+01:00Nic,
Glad you liked it. Vampire Squid 50s, comical...Nic,<br />Glad you liked it. Vampire Squid 50s, comical.<br /><br />As far as a Yuan reval goes, TMM's bitter experience over the years has been that it is pretty much impossible to make money playing for a China reval! As far as timing goes, we really have no idea, their historic behaviour suggests it ain't likelycpmppihttps://www.blogger.com/profile/14890582570540203535noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-70615587592599772412010-10-28T13:41:33.157+01:002010-10-28T13:41:33.157+01:00This post is absolutely priceless :)
And then ther...This post is absolutely priceless :)<br />And then there is the GS 50yr bond.<br /><br />What do TMM make of the chatter of a Yuan revaluation this weekend?Nichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.com