Predicting the future of policy making
Predicting the future of policy making has been and will continue to be key to understanding where this economy is headed – and by extension what your investment portfolio will do.
Author
7783 posts 575 comments
Aznar: Spain will show fiscal discipline but we may need the ECB to avoid a “disaster”
While Spanish Prime Minister-elect Mariano Rajoy was preparing for continued austerity in Spain, his Popular Party colleague, Former Spanish Prime Minister Jose Maria Aznar, was talking to Bloomberg Television about the outlook for his…
Belgian government collapses
And the crisis continues in Belgium ... The acting Belgian Prime Minister Elio Di Rupo officially resigned on Monday night. He has been trying to form a government. But after a serious step forward in October, stalled negotiations have led…
Hussman: Why the ECB Won’t (and Shouldn’t) Just Print
As I said in defense of the ECB last week, “central bankers always prefer to force elected officials to make the tough political choices that are the essence of fiscal policy.” The ECB wants this whole problem to be resolved by elected…
Credit Writedowns Weekly Report, Vol 1 Issue 1: European and US Sovereign Debt
With the fundraiser week winding down, I am going to start making a few changes now. One thing we probably need is a synopsis of the past week’s posts in order to tie the week’s events together thematically. I will make this synopsis using…
Full Text: Moody’s: Outlook for Ireland’s banking system remains negative
The following is the text of today’s Moody’s press release on the Irish banking system.
London, 21 November 2011 -- The outlook on Ireland's banking system remains negative, says Moody's Investors Service in a Banking System Outlook…
News Links: BofA Clash With Fannie Mae Escalates Over Loan Buyback Stance
BofA Clash With Fannie Mae Escalates Over Loan Buyback Stance - Bloomberg
Bank of America Corp. (BAC) told Fannie Mae it refuses to cooperate with the U.S. mortgage firm's new stance on loan buybacks, setting the lender up for a…
Pressure now on Germany for Eurobonds
Spiegel is reporting that European Commission President Jose Manuel Barroso plans to talk up Eurobonds on Wednesday and to present three different options for issuing Eurobonds as a solution to the European sovereign debt crisis. This is an…
Spain: The nationalist left makes a strong comeback after 15 years
The left-wing nationalists will return with force to the House of Representatives after 15 years of years of absence through the Amaiur coalition according to data from the first ballot count.
Kyle Bass on Hardtalk about Europe, Japan and Hedge Funds
BBC’s Hardtalk recently featured Kyle Bass, Founder of Hayman Capital, a hedge fund based in Texas to talk about global markets and the sovereign debt crisis.
Video below