Macro Man
Friday, July 06, 2018

Andres Manuel Lopez Obrador Explained for Investors in Mexico

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Greetings again Macro Man readers! Those that remember my work here will know that I couldn't let the Mexican election pass without some...
47 comments:
Tuesday, May 29, 2018

Supply-Side Crudenomics

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With front-month WTI futures suffering their worst 2 days since 2016 into the start of the US long weekend Friday and a sudden proliferation...
78 comments:
Tuesday, May 22, 2018

Arm Me With Carry, Conte Drop A Load On 'Em...BTP, How Can I Explain It?

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With Italian debt markets feeling an awful lot like everyone's old friend Wile E. Coyote after a bad run in with The Market Formerly ...
59 comments:
Monday, May 21, 2018

Argentina: Chronicle of an IMF Bailout Foretold

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Greetings Macro Man Community--thank you to the new contributors who have done well taking up the TMM mantle. It’s great to see that the Ma...
57 comments:
Friday, May 18, 2018

William Tell wake up, Switzerland has gone mad!

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William Tell contemplating SNB's portfolio On June 10th, Swiss voters will cast their votes on the Vollgeld referendum:  "F ...
262 comments:
Wednesday, May 02, 2018

Strong And Stable, Valuations Edition

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It's fun and trendy to point out valuations are elevated for a variety of financial assets these days, though thanks to the global bond ...
204 comments:
Friday, April 27, 2018

EFF-IOER: What's Next?

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Same as  Cackalack Capital, this is my first post. I joined the troops after MM asked for some help . I am honoured  and thrilled to get...
28 comments:
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