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On Recent Positive Economic Data and Other Links
Topic of the Day: Positive Economic Data A few positive developments to highlight today. The data from China were generally good. Marc Chandler has the summary. Chinese Data Provides Boost to Risk Rally | Credit Writedowns Data…
Chinese Data Provide Boost to Risk Rally
Highlights The US dollar is broadly lower to start the new week as the markets respond positively to the somewhat stronger than expected Chinese data reported over the weekend and the Basel III proposals which allow an eight year…
The Sustainability of Global Recovery
Now that I am back in the saddle, I am going to start doing my week in review narratives again with links to the most newsworthy posts from the past week or so. On second thought, let me actually cover the ground back to the beginning of…
Basel III To Tighten Capital Requirements – Eventually
by John Lounsbury The BIS (Bank for International Settlements) reported Sunday that it has reached an agreement to increase key capital ratios for banks. The announcement was made by the Group of Governors and Heads of Supervision, the…
China is Still a Renegade Nation
A few years ago, Chris Dialynas and I wrote a piece which introduced the concept of “renegade economics”. It was derived from a Frank D. Graham’s 1943 essay titled, “Fundamentals of International Monetary Policy.” Graham, a Princeton…
Links: 2010-09-12
Will the day come soon again when the economic news is more upbeat? Here's hoping it does. The Usual Fare Anticipating the End of a Weak Recovery | Credit Writedowns Does History Repeat, Rhyme or Just Have Coincidences? | John…
Anticipating the End of a Weak Recovery
By most estimates, the statistical recovery which began in the second half of 2009 in the US has been weak. Many had been talking about a V-shaped recovery early this year. However, given the magnitude of the imbalances in the U.S. leading…
Meredith Whitney on C-Span
This is an interview Whitney did on C-Span last week. It runs an hour and therefore gives you a very comprehensive look at her views on the financial sector and the economy. Enjoy.
Beware of Greeks Bearing Bonds and Other Links
Topic of the Day: Greece (Wait for the parable of the story: "the smart person accepts. the idiot insists." Classis tale by Michael Lewis.) Beware of Greeks Bearing Bonds | Business | Vanity Fair The Usual Fare…
What do the “good” trade numbers tell us?
by Michael Pettis I apologize for taking so long to write but for the past two weeks (and the next five days) I have been travelling for conferences and meetings. I spent last week in Buenos Aires at the 75th Anniversary Conference…