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Markets
Xie: China’s housing market is “not crashing like I expected”
I don't know exactly what to make of Andy Xie's quote near the end of this first CNBC video below. He says "It's not crashing like I expected in 2012," referring to the Chinese housing market. Is Xie saying: A. The crash is not…
Rosenberg: Seven Investment Strategies For A Deflationary Environment
The following is an excerpt of David Rosenberg's Monday Breakfast with Dave missive. INVESTMENT STRATEGY IN A DEFLATIONARY ENVIRONMENT Focus on safe yield: High-quality corporates (non-cyclical, high cash reserves, minimal refinancing…
Jim Chanos: “We are really rewarding failed business decisions repeatedly”
Jim Chanos, the famous shortseller, was on CNBC talking about the auto bailouts. Chanos thinks the story the administration is telling us about the success of the bailouts is misleading. Note the figures that Chanos cites on the return on…
Brazil Getting Serious about BRL
Brazilian officials are getting more serious about curbing the real's strength. First the central bank appears to have stepped up the amount of intervention and has been conducted two auctions a day to buy dollars since Sept 8. Local…
Inflation in goods, deflation in assets
Here's my initial reaction to Fred Sheehan's last post on Bernanke: inflation in goods, deflation in assets. I think this is something that Fred got into in one of his previous posts. Inflation versus deflation discussions are the…
Euro Recovers After Successful Bond Auction
Highlights The US dollar is trading narrowly mixed against most of the major currencies ahead of the FOMC meeting. The euro’s recovery, after disappointing price action late Friday and yesterday, has brought it back to within striking…
Old News
Unlike Mr. Market who seem to be in full risk-on mode at the moment I am a bit handicapped on account of an awfully slow internet connection which is why posting is unusually slim at the moment. Another part of the market which seems to be…
Pace of Equity Flows into Asia are Accelerating
Asian equities have been a market darling this year, but the pace of inflows have increased in recent weeks. At around $534 mln, foreign inflows into Indonesia this month after nearly a quarter of the entire year's. The $222…
FOMC Meeting, Irish Debt Sales, and Sino-Japanese Diplomatic Row in Headlines
Highlights The US dollar is mostly lower, surrendering some of its pre-weekend gains, against most of the major currencies. Sterling is the notable exception. It is heavy in the wake of a drop Righmove’s house price index, for the third…
Outlook for Home Prices May Be Degrading
by John Lounsbury Average home prices are virtually unchanged from July 2009 to July 2010 according to the latest report form First American CoreLogic, which provided the data for the following graph from Calculated Risk. The graph has…