• Knave Dave
    05/23/2016 - 18:16
    This past Thursday marked the one-year anniversary of the US stock market’s death when stocks saw their last high. Market bulls have spent a year looking like the walking dead. They’ve...

MacroAndCheese's blog

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Merkozy Out, HoMer In





In France, no one can hear you scream.

 
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The Market Equilibrium Puzzle





So many shorts, so little time

 
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French Toast





Don't let the door hit you on the way out.

 
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LTRO and the Markets





QE 3?  Been there, done that

 
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China M1 Hits Bottom, Digs





A graph is worth a thousand words.  Here's three grand worth:

 
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ECB Enters CLO Business





It takes a central banker from Goldman Sachs to conceive of the world's largest CLO, and enlist the Eurozone's central banks to do the credit analysis.

 
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The European Default Line





What the heck is going on in Europe, and why are the peripheral countries putting up with it?

 

 
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