2010

Sovereign Debt Crisis FT Alphaville » Ireland’s bifurcating bailout Thoughts on Irish Contagion To Portugal and Reforming the Euro | Credit Writedowns Portugal Short-Term Debt Costs Soar, Jobless Rises – CNBC Do not raise…

A recent CNBC article highlighted for me why the Irish are being pressured to accept a bailout when they have repeatedly said they don't want one yet. The problem is Portugal (and Spain). To the degree that the Irish situation continues to…

Fortune recently did a story on Jim Chanos called "Chanos vs. China" which warrants reading.  Below is the associated video in which you can hear Chanos making the bearish case for China. Chanos is the most unapologetic and…

China reported higher than expected CPI figures (4.4%) last week and many suspect that the official measure understates actual inflation.  There is much concern about the policies that China may implement to contain inflation in…

What accounts for the difference in inflation paths in the UK and the US?  In America, we have disinflation, causing the Federal Reserve to conduct a second round of quantitative easing. But in the UK, we have accelerating inflation.…

Highlights The US dollar is little changed as markets start to muse the impact of a possible bailout of Ireland but remain cautious over China’s intended tightening, which continues to weigh on commodities and overall risk…

by David Galland As I write, the markets are taking a drubbing – and by “markets,” I mean pretty much all of them. Given the lack of time and our only tangential interest in the broader equity markets, I’ll comment only on the precious…

by David Galland With the news cycle lasting only a few days in this Internet era, the hue and cry over the latest airport security measures will be old news to most of you. However, as I don’t have cable and don’t watch television…

I know I have seen that QE2 is failing a number of times in the last 24 hours. In support of such statements I offer the following two graphs from the 5 Min. Forecast: Since QE2 hasn't really started yet, it might be more…

Good video of just under 15 minutes on the critical issues on Ireland.