Yearly Archives

2010

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Euro Drops As Moody’s Puts Spain On Review For Downgrade

Marc Chandler Dec 15, 2010

The dollar made ground against most major currencies through the Asian session. Moody’s put Spain’s Aa1 debt rating on review for a potential downgrade, citing concerns with government funding and finances and the overall debt level. The…

Political Economy

Celtic Creditors and the Future of Europe and the Euro

William Black Dec 14, 2010

by William K. Black The struggle within the EU and the European Central Bank (ECB) over the nature of European project continues. The EU continues to be dominated by the French/German tandem. The Euro, once the great hope of the periphery…

Random Shots – 2011 Musings Edition

Claus Vistesen Dec 14, 2010

by Claus Vistesen (work in progress, but I thought that I would publish it thus far, stay tuned for more additions) I did have some plans to do a series of post to give a brief overview of my main macro and trade themes for 2011, but time…

Daily

Reading the Tea Leaves

Annaly Salvos Dec 14, 2010

by Annaly Capital Management Today’s “must read” comes courtesy of Professor Jeremy Siegel of Wharton Business School and “Stocks For the Long Run” fame. His Wall Street Journal op-ed, titled “The Fed’s Policy Is Working,” can be read…

News

Links on Economic Outlook, Canadian Debt Party and More

Edward Harrison Dec 14, 2010

My general take on the economic outlook is more bullish of late. I believe the data are surprising to the upside now so much that you can forget about a real economy-based double dip. This is also a major reason bonds are getting whacked.…

Economy

Outlook for Swiss National Bank

Marc Chandler Dec 14, 2010

by Marc Chandler The Swiss National Bank meets Thursday. A change in its monetary stance is not likely for several months at least. However, the SNB will provide new GDP and inflation forecasts that investors may find helpful. The Swiss…

Markets

Eurozone Contagion: S&P Moves Belgium To Negative Outlook

Win Thin Dec 14, 2010

by Win Thin Here are some more thoughts on S&P moving its outlook on Belgium’s AA+ rating to negative from stable. S&P noted that it may cut the rating by one notch within the next six months if the major political parties do not…

Markets

Dollar Down for a Second Day Ahead of FOMC Meeting

Marc Chandler Dec 14, 2010

Highlights The US dollar is mostly lower for the second day in a row ahead of the Fed’s meeting this afternoon. The euro maintained a supportive tone after the German ZEW release, which showed improving consumer confidence, but buying…

Economy

Former US Treasury Secretary Paul O’Neill Calls George W. Bush a Liar on Bloomberg

Edward Harrison Dec 13, 2010

Paul O'Neill disputes claims by George W. Bush in his book that O'Neill never advised Bush against cutting taxes as he did twice early in his term after the Internet and Technology bubble crashed. O'Neill also says that the "day of…

Daily

Rosenberg: Ten Investment Themes for 2011

Guest Author Dec 13, 2010

The following is an excerpt from David Rosenberg's recent Lunch with Dave daily research piece highlighting Ten Themes for 2011. These themes are quite a bit different than the ones we highlighted just days ago from former colleague Richard…

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