2010

Links on the Fed's Emergency Lending to companies like magnetar and foreign banks of all stripes are featured in today's links. Also here is a good article on structural/cyclical unemployment and one by Thomas Hoenig on too big to fail plus…

In the following post I list a number of risk factors which I believe investors should give serious consideration, but I do not for one second pretend for that list to be exhaustive. Neither should you read anything into the order of which…

Brazil hiked bank reserve requirements on time deposits to 20% from 15% and on cash deposits to 12% from 8%. Measures will take effect December 13 and an estimated BRL61 bln will be removed from the system. Central bank chief Meirelles…

US employment data is wholly disappointing. Job creation much less than expected, unemployment rate jumps, hourly earnings flat and work week flat. The back month revisions pale in comparison to the disappointment. The market expected a…

The US dollar rally continued to soften as the market awaits the November jobs report. The market expects a 150k increase in non-farm payrolls with a 158k increase in private payrolls. The ECB must be pleased with itself. The strategic…

Ever since the U.S. financial crisis in 2008 there have been many comparisons to Japan and their "lost decade." Most comparisons mark the start of each financial crisis as the end of 1989 for Japan and 2007 for the U.S. We believe each…

To me, these small TV-attached multimedia devices represent the perfect example of the so-called convergence of computing and multimedia that people have been talking about since the late 1990s. Take a look at what Walt Mossberg has to say…

Considering taking profit from AUD/JPY at current levels with a stop of 80.76. Stay Long USD/JPY at current levels with a stop of JPY82.46. Enter short AUD/CAD at current levels with a stop of 0.9659. Enter short EUR/NOK at 8.10 with a…

Global Economic Intersection announced Monday that its economic indicator (EEI) had slipped slightly into negative territory for the first time since February 2010. Some other economic indicators have shown improvement over their levels…

The November US jobs report is slated for release tomorrow and there does not seem to be any reason not to look for a relatively robust report. The usual reports have been uniformly constructive. This includes, the ADP report, the weekly…