News

Topic of the day: China's Housing market (no links yesterday, but a bunch today. Here is the topic of the day: China and its housing market. What we want to see is a soft landing. But irrespective of this, the question is what a soft/hard…

Highlights The US dollar is trading with a firmer bias across the board.  The main driver appears to be a reassessment of the likely outcome of today’s FOMC meeting as many Fed-watchers play down the likelihood of renewed asset…

Double-Dip wahrscheinlich - MMNews Slashdot News Story | Is AOL Finally Crashing and Burning? FT.com - Apple executive leaves amid iPhone problems Obama’s Endangered Economists - Opinionator Blog - NYTimes.com Are China and…

Must-read piece What collapsing empire looks like - Glenn Greenwald - Salon.com China John Lee: China's Rise and the Road to War - WSJ.com Letter From China - Chinese Paving the Road to Freedom With Cash - NYTimes.com 'Most…

The recovery has weakened considerably since the end of last year. Much of this is due to the fading impact of government stimulus and inventory adjustments. See the note this morning from Comstock Partners "Faltering Recovery."…

Here are two stories I found interesting. The first is on a BIS paper which says that there are no real scale economies beyond a certain point in banking. Company size is driven by the implicit taxpayer guarantees too big to fail financial…

Greetings! A few weeks ago, I indicated that CW was going to undergo a site re-design. The first stage of the re-design has already happened. Please drop us a line with comments and thoughts on other improvements. Cheers. Ed P.S. – I…

Rising pork bellies prices hit all-time high | Business | The Guardian FT.com - Rise in wheat prices fastest since 1973 The Chosun Ilbo (English Edition): Daily News from Korea - N.Korean Football Coach Gets 14 Hours of Hard…

Econbrowser: Options for monetary stimulus How to Avoid Prying Eyes on the Internet - WSJ.com Documents indicate heavy use of dispersants in gulf oil spill - Washington Post Off the Shelf - ‘Fault Lines’ Concludes Global Economy Remains…

Hi everyone, I will be on vacation/holiday over the next few weeks, so my own posting will probably be pretty light – a lot of posts highlighting other views. Check in nonetheless because there will still be plenty on offer from other…