tag:blogger.com,1999:blog-34323687.post6053811925375855536..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: A public service to MM readersMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger39125tag:blogger.com,1999:blog-34323687.post-25278363151760719302016-02-05T06:51:35.868+00:002016-02-05T06:51:35.868+00:00"Asian markets steady"
"latest rou..."Asian markets steady"<br /><br />"latest round of BLS NFP bingo"<br /><br />lmao<br />Nicohttps://www.blogger.com/profile/06532015745155347229noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-48100299624409042122016-02-05T03:24:13.520+00:002016-02-05T03:24:13.520+00:00Asian markets steady as we head into the latest ro...Asian markets steady as we head into the latest round of BLS NFP bingo.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22074661451925725942016-02-05T00:58:22.615+00:002016-02-05T00:58:22.615+00:00"Gamma hedging"-- the favorite of every ..."Gamma hedging"-- the favorite of every too-clever-by-half cash equities salesman in New York.Bob dobalinanoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6458594216869706912016-02-04T22:41:00.101+00:002016-02-04T22:41:00.101+00:00The long term price target of Oil will be $20/bbl:...The long term price target of Oil will be $20/bbl: $10 for the crude and $10 for Obama's tax. Prepare accordingly.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-27889257789554673752016-02-04T21:31:12.765+00:002016-02-04T21:31:12.765+00:00Reports today that the Federal Reserve intervened ...Reports today that the Federal Reserve intervened in markets to weaken the USD. With corporates and banks worldwide having $9.8tn in USD debt, a rising USD and global borrowing costs have caused significant pressures globally, and negatively impacted US corps. Further, the PBoC were struggling in Jan to to defend the yuan against capital flight. If the PBoC were to let the Yuan slide there would be dramatic knock-on effects worldwide. After a dovish ECB meeting and NIRP from the BOJ, the Fed decided to act. Dudley was quoted previously as saying that "any further rise in the dollar could have 'significant consequences'”. FX markets reacted yesterday with the largest fall in the USD in seven years.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-18063064890032602282016-02-04T21:07:32.066+00:002016-02-04T21:07:32.066+00:00Cracker, MM. That was really special. They actuall...Cracker, MM. That was really special. They actually use this technology over at Bloomberg in the special office where the interns have to come up with the headline for why the market went up/down/meandered aimlessly that day.<br /><br />Now we have played Wheel of Fortune we are all ready for another round of BLS Bingo. Eyes down....<br /><br />LB is leading off with a +190k this month. No punting for us until this is in the rear view mirror.<br /><br />Macro wise the USDJPY 116 area seems like the line in the sand at the moment. If that goes, it will be ugly.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-88662053631947816682016-02-04T20:22:33.520+00:002016-02-04T20:22:33.520+00:00@Anon 6:55PM
Yep - looks like a Joe Hart to me.@Anon 6:55PM<br /><br />Yep - looks like a Joe Hart to me.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-43562803837476167182016-02-04T19:42:24.567+00:002016-02-04T19:42:24.567+00:00hahahaa brilliant, made my day mate! hahahaa brilliant, made my day mate! nonrandomwalkerhttps://www.blogger.com/profile/17344465567895883633noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-32111544948231945282016-02-04T18:55:47.145+00:002016-02-04T18:55:47.145+00:00Everyone sees that head and shoulders on front mon...Everyone sees that head and shoulders on front month crude right? Is that a thing or am i going crazy?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-19095607113057170982016-02-04T17:08:18.662+00:002016-02-04T17:08:18.662+00:00C'mon please do this properly:
https://brorla...C'mon please do this properly:<br /><br />https://brorlandi.github.io/StarWarsIntroCreator/#!/K9gq6COszfBHre8u_kQFMnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76405659923889859972016-02-04T16:47:49.761+00:002016-02-04T16:47:49.761+00:00@Anon 3:34 You've obviously never set foot in ...@Anon 3:34 You've obviously never set foot in a futures arcade!! (lucky you)<br /><br />MM - This is some of your best stuff yet.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-67245273906347714242016-02-04T16:40:26.350+00:002016-02-04T16:40:26.350+00:00Imbeciles? Very Shkreli like. And at about the sam...Imbeciles? Very Shkreli like. And at about the same time.<br />Conspiracy? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-48192754757099160652016-02-04T16:37:22.201+00:002016-02-04T16:37:22.201+00:00Anon 4.15 ........ I find heading to the gym is a ...Anon 4.15 ........ I find heading to the gym is a good release after a tough day wrestling with mr market.<br /><br />MM...... The wheel is excellent!JBnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-19846594060262856652016-02-04T16:34:18.349+00:002016-02-04T16:34:18.349+00:00C'mon mate, this is obviously a joke post. Se...C'mon mate, this is obviously a joke post. Serious discussion is on the earlier one.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-44251779605784575182016-02-04T16:15:06.498+00:002016-02-04T16:15:06.498+00:00Can we have the CB/ZH trolls back please? Even the...Can we have the CB/ZH trolls back please? Even they were more readable than this recent crap...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76491878570419505862016-02-04T16:08:44.663+00:002016-02-04T16:08:44.663+00:00@MM, sorry, I now see "CB selling" is th...@MM, sorry, I now see "CB selling" is the jackpot sliver on the wheel. However, I'm so amused by this exercise I can't stop with the suggestions, also would nominate:<br /><br />"Dealer exotics books"<br />"PRDC books blowing up"<br />"Quants/ HFT"<br />"Fat finger"<br />"Algos / Skynet"<br /><br />I promise I'm done now.Cheesehedgehttps://www.blogger.com/profile/05542168551121843155noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-29415715220531007962016-02-04T15:59:26.209+00:002016-02-04T15:59:26.209+00:00Speaking from the sales side...here is my amended ...Speaking from the sales side...here is my amended version <br /><br />http://tinyurl.com/hdfshqy<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-22601986701224780112016-02-04T15:58:45.851+00:002016-02-04T15:58:45.851+00:00Ad of course I forgot
"Buyers' strike&quo...Ad of course I forgot<br />"Buyers' strike"<br />"Cash on the sidelines"<br />"Risk parity" and<br />"Ukraine"Cheesehedgehttps://www.blogger.com/profile/05542168551121843155noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-54823997786321004392016-02-04T15:56:19.813+00:002016-02-04T15:56:19.813+00:00@cheese. I had to delete some of those to make r...@cheese. I had to delete some of those to make room for "central banks buying". Also, the CBs selling is in there...look for the smallest entry...Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-43818068345592642302016-02-04T15:54:02.955+00:002016-02-04T15:54:02.955+00:00Some categories missing from the wheel:
"Corp...Some categories missing from the wheel:<br />"Corporates hedging"<br />"Pension rebalancing"<br />"Option expiry"<br />"Defending barriers"<br />"Central banks selling" (Hey it could happen in theory)<br />"Lack of sponsorship"<br />"Asset shortage"<br />"China"<br />"Oil"<br />"Fed"<br />"BOJ"Cheesehedgehttps://www.blogger.com/profile/05542168551121843155noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-62879771195555397662016-02-04T15:40:01.946+00:002016-02-04T15:40:01.946+00:00If you don't appreciate the work that I put in...If you don't appreciate the work that I put into a number of this week's posts, then you won't be missed. I'd prefer the commentariat to debate proper macro rather than conspiracies, but if people insist on the latter I am going to have a little fun with it.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-26748723913026155642016-02-04T15:34:30.856+00:002016-02-04T15:34:30.856+00:00Any reason why the participants/authors of this bl...Any reason why the participants/authors of this blog have lowered their respective IQ's to that of imbeciles recently? Honestly this place is starting to sound like a children's playground.<br /><br />ps Don't bother asking me to stop reading, I already have.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-52307242382591583772016-02-04T15:30:22.581+00:002016-02-04T15:30:22.581+00:00Bloody top me I bought a bacon avocado roll today ...Bloody top me I bought a bacon avocado roll today amd guiseppe charged me 2.10, last week it was only 1.80. Clearly those sneaky cb boys have drawn a line in the sand at the psychological 2.00 level in an ill thought attempt to defend guiseppe's bottom line.<br />one rule for some eh!rpnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6067755511593329032016-02-04T15:28:08.213+00:002016-02-04T15:28:08.213+00:00@ Anon 3.02...well we know they do sell, given the...@ Anon 3.02...well we know they do sell, given the mahoosive drawdown in FX reserves. We know they use agent banks. We know they occasionally jam things down. Maybe this was natural stop outs, I dunno, but the explanation if more credible than blaming/crediting CBs for every 5 point move in Spooz.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-82390389703412176172016-02-04T15:21:02.271+00:002016-02-04T15:21:02.271+00:00It keeps saying what I'm thinking! How did you...It keeps saying what I'm thinking! How did you do that?algomoronnoreply@blogger.com