Sweden

This post is going to be relatively long because I am going to try to combine a number of threads together. I thought about putting this post in the investor newsletter pool. But I am going to give it a wider distribution because of the…

Since 1974, the European Commission has published a twice-yearly comprehensive poll to gauge sentiment on various social and economic issues in the European Union. Today, I downloaded every one of these polls and have been busy parsing the…

1 - More downside prices for Australia's housing market The Australian housing market is in the "bargain hunting" mode now. And that could add to downside losses. If you recall, the FT did a piece on the falling market, citing…

So where did they get the money? It's an all too familiar story. Inflows of foreign capital, mainly from Scandinavian banks, attracted by low interest rates and a population hungry for credit - credit advanced, of course, against…

Themes for today: Real economy deterioration in Argentina, Brazil and Turkey is evident. Ukraine may be isolated without contagion. US data continues to surprise to the downside. Eurozone data may surprise to the upside. Sweden may…

There have been two central bank actions in Asia to note. In Europe, two countries reported lower than expected inflation.

The data on the global economy continue to improve. The US expansion has continued, Europe is exiting recession and China’s growth his defying expectations of a slowdown. All of this portends well for 2014. Part one of the data and analysis…

The central banks in Sweden and Germany are concerned about overheating economies as the European sovereign debt crisis has led to a net inflow of investment into their housing sectors. If one looks at European economic policy, these…

Long-term interest rates may have bottomed several months ago, but rate will remain low for several more months. For good reason, many observers and investors are concerned that the dysfunctional political system in the US will renew the…

The Swedish krona is somewhat firmer today but it is the biggest loser among the major currencies this week. It has lost about 2.3% against the dollar and 2.1% against the euro. According to Bloomberg, this is the single biggest weekly…