Sign in
Sign in
Recover your password.
A password will be e-mailed to you.
Browsing Category
News
Comments on jobs in the U.S., buy-to-let in the U.K., and rules-based monetary policy
No one story sticks out for me today. So I thought I would make a few comments on the stories making the rounds today in the Internet. Let’s start in the U.S.
Economic and market themes: 2014-11-21 US, oil, Japan, and China
Today, I want to highlight some of the best stories in the news today.
US economy
Let’s start off with the US, where the hiring of holiday workers is said to track very well with retail sales. In the lead up to the holidays, the…
The gun at Ireland’s head, Saudi maneuvering and more on US elections
US elections
Just to follow up on yesterday’s two posts, exit polling data from Tuesday confirm what I was saying about disenchantment with the U.S. economy despite the positive headlines. 58% of those casting ballots said they were…
Economic and Market Themes: 2014-10-27 US, Europe and China
I have a lot of threads to cover today. So let’s get right into it. New home sales. I want to start in the US first because the macro data backdrop is good. The first piece of data here is actually a bit soft and says that residential…
Economic and market themes: 2014-10-24 Technology earnings, Chinese housing and European…
I have three areas I want to explore today: earnings reports, China and Europe. The earnings reports are mixed but generally good enough to support continued job growth and economic momentum through this fourth quarter. I also want to deep…
Economic and market themes: 2014-10-20 Inflation, Fed reaction function, Amazon, Apple
It’s been a while since I did a multi-theme review as I used to do on Fridays but there are a number of threads out today that deserve mention. So I want to pack them into an economic and market theme post today.
Market meltdown. First,…
Economic and market themes: 2014-08-01 US, China, Argentina, France
This week’s economic and market themes piece is going to be a little shorter than usual because I have covered a lot of the major topics earlier in the week.
United States. Let’s start with the US. The jobs data today showed 208,000 jobs…
On Ukraine, the Indian mobile space and Abenomics
Russia is signalling de-escalation in Ukraine, at least on economics
The mobile battle is moving to India
The limited window on Abenomics is closing
Economic and market themes: 2014-07-25 Ukraine, China, Japan, technology overvaluation
Ukraine is at risk of becoming a failed state
China’s growth is due to stimulus
Japan’s macro figures worsen
Microsoft’s strategy is weak
Facebook is overvalued
Ukraine, US subprime and the erosion of US financial hegemony
Ukraine will have global impact
More sanctions are coming but will be somewhat limited
The global financial system is moving away from the US
US auto subprime is going to blow up