2011

The D-Process played out in greater initial force in the US private sector. Now Europe is playing catch-up, but more via the public sector due to the restrictions imposed by the Euro. Ray Dalio comments on how he sees this process proceding…

Econbrowser: Guest Contribution: "Europe's Lehman Moment" (tags: sovereign-debt-crisis europe)

There is a road open for China involving controlled inflation that would lead to re-balancing, both domestically and internationally, which has some uncertainties. These must be compared to those of sustaining the export-led growth model,…

I’m Leaving TechCrunch. Here’s Why. | TechCrunch (tags: journalism technology) Europe is turning back to national identity – and it's exhilarating |…

One defining characteristic of the current market is time compression. What used to take weeks and months now happens in hours, if not seconds. It’s gotta be the robots and algo trading, no? Do you feel a little like the modern day version…

In the EMEA space, central banks from Czech Republic, Hungary, South Africa, and Turkey all meet next week. We don’t see any change from these four central banks and in general we believe EM central banks have moved into dovish wait-and-see…

A quick update to our recent posts on Apple and gold. Apple has broken out of its bullish pennant formation and looks poised to take out the July 26th all time high of $404.50. This is a chip shot from current levels and could happen…

The Fed feels politically constrained due to its own machinations in the past and the likelihood it will engage in a muscular easing policy if and when the US economy double dips. It does not want to come under attack for this Euro bank…

Liquidity fix not enough for Europe: investors | Reuters "Troubled euro zone banks probably need more aggressive capital injections to get through turmoil caused by Europe's worsening debt…

Central banks are taking on quasi-fiscal roles because the fiscal agent is lacking as in Europe or is unwilling to take bold steps toward a permanent solution to a systemic problem. What we need is ring fencing of core deposit-taking…