This daily commentary is a bronze-level post for Pro subscribers. Two articles worth reading on the 2004 change in net capital rules for investment banks are highlighted in today's links.
This daily commentary is a bronze level members-only post. I wonder how the oil issue is going to play out in this particular election since everyone seems to be talking about how high the price of gasoline/petrol is. In the US, we are…
This daily commentary is a bronze-level post. Today's comment is on the Irish desire to get their tracker mortgage obligations written down.
This daily commentary is a bronze-level post. Barclays Capital has a US Macro Data Surprise Index and it was at all time highs in February. It has since dipped.
This daily commentary is a bronze-level post. A lot of the data coming through in recent weeks shows the US recovery will continue for a bit. I caught two or three data points in the links today about this so I wanted to flag it for the…
This daily commentary is a bronze level members-only post. I saw a number of commentaries this past weekend and late in the week that were gloomier than one would have expected. In the US, consumer credit is expanding as are jobs and most…
This is a bronze level post. These are the links with my daily commentary for 9 Mar 2012 on the Greek PSI deal and the renewed urgency this makes for Spain and Portugal.
This will be a bronze level post. We see a number of data points in today's links that point to economic growth and employment dynamics that vary widely across the developed economies.