tag:blogger.com,1999:blog-34323687.post6962037008973670458..comments2024-03-29T03:19:56.674+00:00Comments on Macro Man: The Fed goes on the Atkins DietMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-34323687.post-34396048659581079642008-06-05T06:37:00.000+01:002008-06-05T06:37:00.000+01:00anon, 11:53 PMhttp://www.bloomberg.com/apps/quote?...anon, 11:53 PM<BR/><BR/>http://www.bloomberg.com/apps/quote?ticker=RTY:INDAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22362330111547861022008-06-05T01:03:00.000+01:002008-06-05T01:03:00.000+01:00Sampson only needed one Jawbone, looks like the do...Sampson only needed one Jawbone, <BR/>looks like the dollar needs two.HoosierDaddyhttps://www.blogger.com/profile/06070310058834687381noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-27923231203509725392008-06-04T23:53:00.000+01:002008-06-04T23:53:00.000+01:00what is RTY?what is RTY?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-71814457002604669502008-06-04T19:06:00.000+01:002008-06-04T19:06:00.000+01:00Thanks for your thoughts. Seasonals for the spread...Thanks for your thoughts. Seasonals for the spread turn positive at month end - maybe worth another shot then. <BR/><BR/>XXAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-91336116900166428742008-06-04T18:08:00.000+01:002008-06-04T18:08:00.000+01:00XX, I think it's a sensational trade. Unfortuna...XX, I think it's a sensational trade. Unfortunately, I also thought it was a sensational trade 2 months ago, when I put a similar trade on, and an absolute stonking trade this time last month, when I doubled up as it went into profit. <BR/><BR/>I've cut most of the position but maintain a tiny core possy. Alas, it was me on the receiving end of that straight line shagging, which occurred for reasons I still cannot understand.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-19547396828200281162008-06-04T18:03:00.000+01:002008-06-04T18:03:00.000+01:00What do you think of going long SPX vs RTY? Trade...What do you think of going long SPX vs RTY? Trade's been getting hammered the past couple weeks, probably writedown related or maybe something related to the rebalancing. Anyway, with a trailing P/E of 77 for RTY, it's stupid rich.<BR/><BR/>Thanks,<BR/>XXAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-258331080866921842008-06-04T15:13:00.000+01:002008-06-04T15:13:00.000+01:00Long euro fixed works....as long as equities dump....Long euro fixed works....as long as equities dump. Or if oil really dumps enough to meaningfully impact the inflation outlook. Other than that, I can't see wanting to bet on the CB capitulating any time soon without either of the above...Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-27198773281857933222008-06-04T14:52:00.000+01:002008-06-04T14:52:00.000+01:00Is there a real space to hike rates??today I've se...Is there a real space to hike rates??<BR/>today I've seen all once everyday watched ABX indexes, and they're doing new lows!!!! And about financials, MBIA & co, monolines and mortgagors don't feel in a good shape (new equity lows)..<BR/>Maybe Trichet and Weber do watch also retail sales or it's not important?<BR/>Price stability means also to defend people purchasing power or not?? So is their "help" really needed with exogenous inflation?<BR/>If they stop to lend to everyone is a better thing..<BR/>This huge flattening according to me is signaling more recession induced than a strong CB credibility..<BR/>MM are you playing again call on schatz or also you have left the game??<BR/>And for everyone, what about a long wheat/short corn? it seems interesting now..Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-24935432916861037682008-06-04T14:49:00.000+01:002008-06-04T14:49:00.000+01:00thanks MMso not yet time to receive EUR rates then...thanks MM<BR/>so not yet time to receive EUR rates then .. i bot schatz yday and everyone seems to hate itAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59722322794274125652008-06-04T14:42:00.000+01:002008-06-04T14:42:00.000+01:00@11.45This is the problem for them. For G7 to cr...@11.45<BR/><BR/>This is the problem for them. For G7 to credibly want to engineer a stronger dollar, the ECB pretty much has to play ball and cut rates. At the moment, they show less than zero inclination to do so.....so we're left with a vague threat that something might be done eventually, but in no great hurry. As noted in the main body of the post, I think that's more of a "dollar bear trade is over for now" story than an "unleash the dollar bull" trade.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-8308611700688413872008-06-04T14:39:00.000+01:002008-06-04T14:39:00.000+01:00Interesting thoughts. June will be a bloody month...Interesting thoughts. June will be a bloody month indeed. It would be interesting to see July, a repeat for April?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-41248273737780198002008-06-04T12:05:00.000+01:002008-06-04T12:05:00.000+01:00Bernankie and the FED, along with US politicians a...Bernankie and the FED, along with US politicians are making things worse with each action they take.<BR/>Love it when a plan comes together.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-57358305430612630562008-06-04T11:45:00.000+01:002008-06-04T11:45:00.000+01:00MMdo you think there could be some slight degree o...MM<BR/>do you think there could be some slight degree of international exchange of view bw the Fed / ECB<BR/>so that if Bernanke mentions the USD it imply the ECB willing to somewhat play along - with implications for the ECB mon.pol ?Anonymousnoreply@blogger.com