Daily

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.

This will be a bronze level post. Everyone is talking about the Dutch Freedom Party these days. Geert Wilders, the head of the Freedom Party, is a bit like Marine Le Pen in terms of his appeal: anti-immigrant, nationalist and right wing. He…

Question for you: Which distinctly British asset class has offered the most attractive returns over the past decade? Central London property? Not even close, even if it has done rather well. UK farmland is the answer, having more than…

In January, I wrote my prognosis for 2011. The title was "Cautiously Optimistic Into 2011". I intend to write another post like this early in 2012 with asset allocation and market calls for the new newsletter. But right now I just want to…

Below are the five ways now being discussed to tackle the euro zone sovereign debt crisis. I should say that overall, it is still unclear how far along European leaders are in defining a mutually agreeable outcome. Just this morning, I have…

This time it's Steve Keen on the hotseat on HARDtalk. Now, Steve is one of the few economists who actually predicted the global financial crisis. But what about the possibility of another Great Depression? That possibility and how to avoid…

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…

We got two good proxies for the economic trajectory in the US this morning at 830 AM. Jobless claims were 402,000 with the 4-week moving average now settling in at 405,500. GDP rose an annualized 2.5% in the third quarter according to the…