2012

The big news out of Europe on Friday was not S&P’s downgrade of 9 countries, France included. The ratings agency told us weeks ago that it might do this. No, much more important was the ECB’s saying in the bluntest possible terms that…

The US dollar is trading within the ranges that were seen prior to the weekend as the market awaits fresh developments. The market remains apprehensive as additional rating fallout is expected, ahead of a resumption of Greek PSI talks and…

Here are the comments I found the most interesting from the first part of this year's Barron's Investing Roundtable interview which was published today.

Since the possibility of further social tensions leading to nationalism is something on my radar screen, I thought I would post these videos from Euronews. In a good economy, these issues are nothing to get concerned about. But in a bad…

With the long-awaited euro zone downgrades by S&P now out of the way, we thought it would be useful to assess just how close current ratings are now to our own sovereign ratings model.

With the long-awaited euro zone downgrades by S&P now out of the way, we thought it would be useful to assess just how close current ratings are now to our own sovereign ratings model.

That's what the Economist's Big Mac Index tell us. According to this index, the Swiss Franc and the Norwegian Krone are both more than 60 percent overvalued compared to the US dollar. Much further down are Sweden with over 40% overvaluation…

Draghi Says Debt-Crisis Strategy Is Working as ECB Postpones 'Armageddon' - Bloomberg The ECB's massive injection of cash into the financial system last month is beginning to lubricate seized credit markets and there are…

America's incredible shrinking labour force | Gavyn Davies | Insight into macroeconomics and the financial markets from the Financial Times - FT.com the underlying growth in the labour force has been disguised by the fact that…

Continuing from part 1 of the Willem Buiter interview with het Financieele Dagblad