Markets

by Vedran Vuk Most regular market-watchers peek at the Dow Jones Industrial Average and the S&P 500 daily, but there’s another important index to follow regularly, the VIX (which is the ticker symbol for the Chicago Board Options…

by Annaly Capital Management We attended a conference this week hosted by Grant’s Interest Rate Observer, which is always a mix of long and short investment ideas and bullish and bearish macroeconomic observations. This one was no…

by Win Thin News service is quoting China government economist saying that the central bank is seen as behind the curve and may need to hike twice more this year.  He added that an alternative would be hikes in commercial bank reserve…

Executive Summary:  We suspect the dollar’s decline against the euro is reaching its final stages.  US interest rates appear to have largely priced in some form of quantitative easing by the Federal Reserve (though headline risk…

Highlights The US dollar continues to trade choppily against the major foreign currencies as corrective pressures encounter the underlying bearish sentiment.   The unexpected rise in the German IFO (107.6 vs consensus 106.5 and…

This time last year, The Economist’s survey of global house prices was a sea of negative numbers. That was then. Of the 20 markets tracked in our latest survey, only four still posted year-on-year declines and only Ireland’s property…

Chris sees the foreclosure crisis developing into a drip, drip of foreclosed property, unpaid property taxes, and loan losses. In his view, the Obama Administration is in a similar position to the Hoover Administration during the…

by Comstock Partners The current market rally is not based on a self-sustained typical economic recovery, but on blind faith that the Fed can pull out a magic wand and cure everything with another round of quantitative easing (QE2). As we…

from Win Thin, Global Head Of Emerging Markets Strategy, BBH Philippines central bank said it will use a mix of tools to manage capital inflows, since those inflows can “complicate” monetary policy.  Level of concern appears low, but…

by L. Randall Wray, Professor of Economics at the University of Missouri-Kansas City, Research Director with the Center for Full Employment and Price Stability and Senior Research Scholar at The Levy Economics Institute and author of…