tag:blogger.com,1999:blog-34323687.post8134870117531137897..comments2024-03-29T09:24:42.731+00:00Comments on Macro Man: Friday EuramblingsMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-34323687.post-89945758319327016402010-10-04T23:10:32.220+01:002010-10-04T23:10:32.220+01:00LB, good call ,imhO,BB has played his cards beauti...LB, good call ,imhO,BB has played his cards beautifully,even if the data becomes sticky,his switched the team to the "low inflation" hand.<br /><br />Followed closely now by the BoE,though I don't know what hand they'll play just yet,austerity affect?<br /><br />Asian countries seem to be importing the inflation then most, they'll be happy with that,indeed.<br /><br />Thier tell is getting easier,but what happens when the players at the table don't keep profiting from their plays,but how would that happen? thats a play I'd love to forecast.Unknownhttps://www.blogger.com/profile/11882601304613626929noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-80667597726475512622010-10-04T17:00:34.385+01:002010-10-04T17:00:34.385+01:00There are still an awful lot of people out there w...There are still an awful lot of people out there who are expecting weak economic data and looking to the wizard to backstop the bond market for ever. What happens if they are wrong?Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-69465361438351600602010-10-01T20:38:00.899+01:002010-10-01T20:38:00.899+01:00Had a great September, was long US equities and sp...Had a great September, was long US equities and spent the month exiting most US fixed income positions. Currently have myself on the wrong side of the Eurostar Express trade, however, as momentum trumps fundamentals for the time being.<br /><br />We do seem to be approaching one of those periods when things that have been going up every day forever finally experience gravitational forces...<br /><br />Welcome back, Nic.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-46852483188277988212010-10-01T18:50:48.847+01:002010-10-01T18:50:48.847+01:00A higher EURUSD is the one thing the Fed and Volde...A higher EURUSD is the one thing the Fed and Voldemort agree on.<br />Dudley was appropriately named.Nichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.com