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Why the ECB will become more activist in June
I am skipping the news links today to go right to the daily commentary. I want to continue my thoughts on what’s happening in Europe and why I think the ECB will become more activist. There are a number of policy options on the table for…
Economic and market themes: 2014-05-16 China
The Chinese property bubble is bursting
Chinese wage pressure is rising
Chinese search for oil has increased geopolitical tensions
ECB gets green light on stimulus as half of eurozone contracts
The data out of the eurozone this morning were below expectations. Growth in Q1 was up just 0.2% versus an anticipated 0.4% pickup. Much of this growth came from Germany, as many countries in the eurozone saw no growth or contraction. This…
On an ECB tax on reserves, QE and other easing
What is the ECB likely to do come June? There has been a lot of speculation in the media about the ECB’s next move but the ECB has yet to make definitive statements on which way it is leaning and why. I believe quantitative easing is out of…
News: 2014-05-14
ekathimerini.com | Geithner describes alarm at Schaeuble plan for Greek euro exit in new book
BBC News - UK unemployment rate falls to five-year low
In Ukrainian media, an uncivil war of words : Columbia Journalism Review…
The mobile handset clone wars have arrived
The last earnings report from Apple was good on many fronts. While I was concerned with the dip in sales everywhere outside of the iPhone, Apple’s iPhone sales showed great promise, both in terms of unit sales and average selling price. But…