tag:blogger.com,1999:blog-34323687.post6856000686739250254..comments2024-03-19T03:05:57.184+00:00Comments on Macro Man: Can anything sink EUR/AUD?Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger18125tag:blogger.com,1999:blog-34323687.post-47772777700955526612015-07-09T08:04:45.725+01:002015-07-09T08:04:45.725+01:00@ washed up : Why not "Ptolemy is so self-cen...@ washed up : Why not "Ptolemy is so self-centered"...charlesnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-64527753755196737932015-07-09T03:18:43.048+01:002015-07-09T03:18:43.048+01:00The comments section at evilspec is one of the bes...The comments section at evilspec is one of the best..Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-43550164891390048972015-07-09T03:13:42.791+01:002015-07-09T03:13:42.791+01:00http://evilspeculator.com/why_bear_lose_in_bear_ma...http://evilspeculator.com/why_bear_lose_in_bear_markets/#disqus_thread<br /><br />@FatF1ngerrivernoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-44417053039428438892015-07-09T02:33:14.460+01:002015-07-09T02:33:14.460+01:00Perhaps the above is true, but considering everyth...Perhaps the above is true, but considering everything that is happening the move in USTs has been weak. People are using the recent rallies to sell into strength. Until the market dynamics change, it's still hard to be constructive on US fixed income. One more large down move and capitulation selling ahead? We'll know it when we see it.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22904712196172773342015-07-09T01:46:27.895+01:002015-07-09T01:46:27.895+01:00http://www.bloomberg.com/news/articles/2015-07-08/...http://www.bloomberg.com/news/articles/2015-07-08/fed-looks-set-to-postpone-rate-increase-amid-greece-turmoil<br /><br />"The Federal Reserve will delay raising U.S. interest rates until next year, a Morgan Stanley index shows.<br /><br />Greece’s struggle to stay in the euro currency union along with plunging prices for Chinese stocks and commodities globally are all threatening to slow global economic growth. The International Monetary Fund on Tuesday reiterated its view that the Fed should wait until the first half of 2016 to act. The mix is driving a rally in Treasuries.<br /><br />The U.S. central bank won’t increase borrowing costs until the first quarter of 2016, according to the Morgan Stanley index, which is based on an analysis of futures trading. As recently as last month, the gauge projected a shift by year-end. The Fed is scheduled to issue the minutes of its June 16-17 meeting at 2 p.m. Wednesday in Washington."Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-38516737316963997382015-07-08T21:02:14.623+01:002015-07-08T21:02:14.623+01:00Nikkei 225 Yen (CME) Sep 2015 down 1135
Nikkei St...Nikkei 225 Yen (CME) Sep 2015 down 1135<br /><br />Nikkei Stock Average Volatility Index ($NKVI) is up 29.67% today.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-17776949282453323512015-07-08T20:28:28.891+01:002015-07-08T20:28:28.891+01:00For some reason Nav Sarao reminds me of that Patto...For some reason Nav Sarao reminds me of that Patton quote in the movie:<br /><br />"You win a war by letting some other poor dumb son of a bitch die for *his* country!"<br /><br />- Whammer<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-45606240580672876882015-07-08T19:55:21.390+01:002015-07-08T19:55:21.390+01:00Flash crash? Blame it on Nav Sarao!
Whatever happ...Flash crash? Blame it on Nav Sarao!<br /><br />Whatever happened to him?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22287745035785449482015-07-08T18:51:35.691+01:002015-07-08T18:51:35.691+01:00https://twitter.com/YourAnonNews/status/6186269554...https://twitter.com/YourAnonNews/status/618626955433349120Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-87064411065426879042015-07-08T18:47:01.588+01:002015-07-08T18:47:01.588+01:00"Turn Those Machines Back ON....""Turn Those Machines Back ON...."Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-17438175843794987072015-07-08T18:11:39.453+01:002015-07-08T18:11:39.453+01:00Does it require a tinfoil hat to ask "what ar...Does it require a tinfoil hat to ask "what are the odds of United Airlines and the NYSE randomly going off-line at the same time?"<br />Nemohttps://self-evident.org/noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-51653701903799005362015-07-08T17:56:45.695+01:002015-07-08T17:56:45.695+01:00How about resumed demand for Austrailian natural r...How about resumed demand for Austrailian natural resources? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-11829922861301538202015-07-08T17:53:48.120+01:002015-07-08T17:53:48.120+01:00Yesterday I was going to say that things won't...Yesterday I was going to say that things won't get nasty until we see someone seriously buying JPY. Today we are seeing some serious yen buying for the first time. Welcome to another edition of "Disorderly Carry Unwind"? Always a fun (shit)show.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-86912924067473081622015-07-08T17:48:30.186+01:002015-07-08T17:48:30.186+01:00Hammock Time never looked so good...
A long time...Hammock Time never looked so good... <br /><br />A long time ago, a wise man told me the secret to this business is not capturing a bunch of tiny up days, it's having the sixth sense to avoid the big down days. Our risk guy is still having a snooze while most of his peers are calling for a change of pants.<br /><br />Conspiracy and Permabear sites are going to get a lot of traffic today.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-70721616231320197472015-07-08T17:20:37.524+01:002015-07-08T17:20:37.524+01:00Tinfoil hats on everyone! The millionth monkey wil...Tinfoil hats on everyone! The millionth monkey will have a field day on this ... how cute! <br /><br />Meanwhile, in the hammock ... nothing much going on! ;) CVhttps://www.blogger.com/profile/16843402165210120665noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-23245614985577389322015-07-08T16:52:33.853+01:002015-07-08T16:52:33.853+01:00Greece halted
China halted
NYSE halted
United ...Greece halted<br /><br />China halted<br /><br />NYSE halted <br /><br />United haltedAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-84413976116266808032015-07-08T15:33:04.891+01:002015-07-08T15:33:04.891+01:00"b) Greece withdraws permission for the Euroz..."b) Greece withdraws permission for the Eurozone to use Euclidian geometry, "<br /><br />On it - did you note the name of their new finance minister?<br />Must be quite an experience growing up in Greece - for those of who struggled with ancient theorems when we were kids, its interesting to imagine comments like 'that ptolemy stole my lunch', or 'my cousin aristotle can be quite a d@3k', and my favorite, 'are you sure pythagoras look at this from all the right angles????'<br /><br />EUR/AUD has been a function of AUD weakness and EUR deer-in-the-head-lighted-ness - not sure what to make of it here. washedupnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-35261994390696783642015-07-08T14:56:38.466+01:002015-07-08T14:56:38.466+01:00DROPPED TO THEIR DAILY LIMIT
BBG:Around 2:30 p.m....DROPPED TO THEIR DAILY LIMIT<br /><br />BBG:Around 2:30 p.m. in Beijing, when the prices of almost all raw materials dropped to their daily limit, the trading floor at Beijing Ruigu Investment Co. went so quiet not even the sound of typing on a keyboard broke the silence, according to Wang Zhe, a trader at the commodity fund.<br />“Everyone staring at their screens was dumbfounded,” he said.Anonymousnoreply@blogger.com