• 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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