bubble

I'm not sure if more posts are coming this weekend. If not, all the best. Follow me on twitter for any other updates. Cheers. Edward Contradicting Secretary Geithner « The Baseline Scenario Hinter den Kulissen von Lehman – NZZ Online…

All told, Friday's report could disappoint. But to a market preoccupied by the timing and size of the Federal Reserve's first interest-rate increase, a small job gain might actually be less traumatic than a supersize one. High…

China is in the midst of an asset bubble. The evidence is clear that China's aggressive fiscal and monetary policy is causing the Chinese economy to overheat, with some predicting 12% growth for the Q1 2010. According to Marshall Auerback,…

Edward Chancellor, author of the seminal book on financial speculation and manias “Devil Take The Hindmost,” is now turning his eyes to China.  He sees a number of red flags which point to excess in China. Chancellor writes:…

FiveThirtyEight: A Closer Look At Inflation Bob Herbert – An Absence of Class in the G.O.P. – NYTimes.com Leveraged Buyout Revival Seen in Default Swaps: Credit Markets – Bloomberg.com Rio Tinto blocked from attending China trial…

I was talking to a friend of mine who does emerging market investing for a living and I asked him what he made of recent China-bullish comments by Stephen Roach.  The Morgan Stanley Asia head was in Germany speaking to German…

FT Alphaville – Tracy Alloway – Some useful things I’ve learned about Germany’s hyperinflation’ Another Real-Time Economic Indicator Is Rolling Over And Showing Contraction FT.com – Martin Wolf – Germany's eurozone crisis nightmare…

‘On the Edge’ Banks Facing Writedowns After FDIC Loan Auctions – Bloomberg.com The next European country set for debt watch: France – The Globe and Mail FT.com – Edward Chancellor – How long has the lucky country got? Defaulted Loans…

AIG posts $8.9 billion loss | Reuters CDS demonization watch, Greece edition | Felix Salmon Get a Credit Card Through Credit Unions and Small Banks to Save – Credit Cards – Lifehacker Welcome to the revolution Mr. Weidner – Abnormal…

A post by Marc Chandler, head of Brown Brother Harriman’s Currency Strategy Team. For BBH’s currency views, visit the website here. Many investments houses have been extremely bullish on the Swedish krona.  Swedish shares have…