Markets

The Swedish krona remains a market darling.  Over the past 3-months it neck-to-neck with sterling as the strongest G10 currency, up about 7.75% against the dollar and about 4% against the euro.   It has strong macro-economic…

By Jeff Clark, Senior Editor, Casey’s Gold & Resource Report The talk of a possible double dip is now common banter on TV investment programs. And indeed, deflationary forces seem to have the stronger grip right now than inflationary…

A post by Annaly Capital Management from last night. Connecting two data events from the last 24 hours serves as a reminder to policy makers that if they really want to improve the housing finance system in the United States they should…

By John Lounsbury. Really?  Yes, that is exactly what some economists are saying.  According to Lisa Swerzer for SmartMoney, in an article at MSN Money, this view is held by severa; presumably impartial people.  The people…

The central bank of Indonesia meets tomorrow and although pressure is building for a rate hike, officials still appear willing to resist for a bit longer. The economy is growing robustly and Q2 GDP will be out early Thurs local time and is…

Bill Gross, manager of the world's biggest bond fund at Pacific Investment Management Co., recently wrote that he now takes a less optimistic view of what he dubs "Keynesian consumption remedies." As a result, he talks to…

By Annaly Capital Management. On Tuesday July 27th, the Census Bureau released homeownership rate data for the second quarter of 2010, which showed a continued decline to 66.9% from a peak of 69.4% in 2004. This rate hasn’t been below 67%…

I am great believer in divergence when it comes to the global economy if anything then because it allows you to take a slightly more nuanced perspective than the risk off/risk on debate that has dominated the discourse for the past two…

Karl Case, an economics professor at Wellesley College and co-creator of the S&P/Case-Shiller home-price index, discusses the U.S. housing market with Tom Keene and Ken Prewitt. The S&P/Case-Shiller index of property values…

From the BBH Currency Strategy Team. Highlights US dollar is mixed vs. the majors as consolidative trade is being seen today.  Sentiment remains positive overall in the wake of the bank stress tests, but risk on FX trading appears to…