January 2012 ~ Macro Man

European Policy By Sloth

Team Macro Man apologise for the lack of service recently. Last week saw their technical pullback first get Apple'd and then FED'd. ...

But first the markets - Someone threw an Apple into the works last night that delayed our expected roll over, but it looks as though it is ...

We have that nagging gut feeling again. Ok, the data continues its trend of "better than expected" surprises with the Euro PMIs ...

TMM have been away last week skiing in the Italian Alps. Wow, what a surprise re prices! A coffee up the mountain is cheaper than in a provi...

TMM note that with the rapidly changing policy mix in Europe from “suicidal” to “Die Hard”, making calls on commodities is first and foremo...

Where are the jobs going to come from? TMM aren't sure Rifkin's idea of a new mittelstand of craftspeople makes sense particularly...

Chapter Seventeen verses 1-18 17:1 And there came France, one of the seven nations which had the seven debts, and talked with me, saying ...

First, TMM must apologise for the lack of posts in recent days, a function of a lack of enthusiasm to start the new year coupled with signif...

Ten All New Management Terms for 2012 First, it was good to see the Belgian CB data supporting our views on the Dexia unwind being the caus...

We have been somewhat tied up with start of year work things, but are trying to put together our non-predictions for 2012, which isn't e...

Well, another year is upon us and TMM are back in the saddle. We cannot say that we bid farewell to 2011 with nostalgia, a year whose effor...