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BBH CurrencyView: Choppy, Largely Range-Bound Activity Continues
Marc Chandler is the global head of Brown Brother Harriman’s top ranked Currency Strategy Team. For more of BBH’s currency views, please visit the BBH FX website here. Highlights The US dollar is firmer, but still stuck in trading ranges,…
Links: 2010-03-22 – Hugh Hendry, Simon Johnson and Alan Greenspan
MIT’s Johnson Says Too-Big-to-Fail Banks Will Spark New Crisis – Bloomberg.com Streit um Griechenland-Hilfe: Deutschland isoliert – n-tv.de New York Fed Warehousing Junk Loans On Its Books: Examiner's Report GMO's Edward Chancellor:…
BBH CurrencyView: New Week, Same Drivers
Highlights The US dollar’s underlying tone remains firm after recovering in the second half of last week. Ahead of the EU Summit, Europe seems divided. Germany’s Merkel is keen to dampen expectations that the summit will…
Links: 2010-03-21 – Eurozone collapse, China labor shortage
FT.com / Columnists / Wolfgang Munchau – Gaps in the eurozone 'football league' FT.com – Latvia's lessons Populous China heads toward labor shortage | The Japan Times Online FT.com – Germans oppose Greek aid, poll…
Links: 2010-03-20 – Bank Failure edition (plus repo man for the rich)
Jesse's Cafe Americain: Boehner Tells Bankers to Stand Up to Those Senate Punks A Glimpse at the Judge Who Rapped the SEC – WSJ.com Hey, That's My Jet! – WSJ.com Parenteau: The Hyperinflation Hyperventalists « naked capitalism…
Links: 2010-03-19 – Irish bank head arrest, hyperinflation, Arizona budget
FiveThirtyEight: Throw All The Bums Out? Bad Idea. China Drawing High-Tech Research From U.S. – NYTimes.com Arizona Drops Children’s Health Program – NYTimes.com Hillaryland – Swampland – TIME.com China tries to cool yuan…
Links: 2010-03-18 – Overheating in Asia and more on China
FT.com – Asia's inflation genie leaps out of the bottle House prices to fall further as loan arrears rise – Independent.ie TheMoneyIllusion » It’s China’s world, we just live in it (Krugman, round two) More Americans live with…
Links: 2010-03-17 – China, Lehman and more
Lehman Brothers Lehman Hid Money With Help of Global Rules – DealBook Blog – NYTimes.com The Lehman Report: Is It Time for a Special Prosecutor?: Rational Irrationality : The New Yorker Lehman: Regulators Chose to Deny, Extend and…
Links: 2010-03-16 – More on Lehman’s accounting fraud
Lehman Lehman Whistle-Blower's Fate: Fired – WSJ.com Blogs Beat the Press on the Lehman Brothers Scandal : CJR ABN Amro hielp Lehman bij manipulatie – Het Financieele Dagblad Dealbook Column – At Lehman, Watchdogs Saw It All –…
Links: 2010-03-15 – Sovereign credit ratings, China and protectionism
China Britain warns China against protectionism – Telegraph FT.com – China calls currency pressure 'protectionism' Chinese Premier Warns of 'Double Dip' Recession – WSJ.com Paul Krugman – Taking On China and Its Currency –…