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Economic and market themes: 2014-03-21
Sanctions because of the Crimean crisis have had less economic impact than private portfolio preference shifts. However, as Ukraine moves into the EU sphere, further actions against Ukraine could be more far-reaching.
China has moved…
Economic and market themes: 2014-03-14
US data have been better
European periphery market access continues to improve
Dollar weakness may be China-related
Gold continues to get safe haven bid
China’s slowing more likely to be abrupt
Ukraine has become a military issue;…
On wage growth in US and Japan and China’s shadow lending
I had four big topics in today’s links: Japan, China, Ukraine and Spain. I want to concentrate here on the two Asian countries over the European ones. The wage issue in Japan is an important one because it informs the policy choices in the…
Economic and market themes: 2014-03-07
Themes for today:
The US faces political constraints in a cyclical downturn that will limit government response
The US private surplus is under assault
Europe is improving and upgrades to bank stocks are bullish
The Fed tends to…
Economic and market themes: 2014-02-28
Themes for today
Emerging market political risk is now front and center.
US data suggests consumption growth is vulnerable to poor wage trends.
The European periphery banks are benefitting from lower sovereign yields.
The potential…