Browsing Tag

Economic Data

Dollar Tone Remains Soft

Marc Chandler Dec 28, 2010

from the BBH Currency Strategy Team The US dollar is softer today versus the majors and EM. The euro maintained a supportive tone following the move up to the $1.3270 region. Momentum was lacking due to thin trading liquidity and an…

Political Economy

Chart of the Day: Market Share of GDP and Foreign Exchange Reserves

Annaly Salvos Dec 17, 2010

Whether or not we are witnessing the end of the debate in Europe or simply another milestone on the way to The United States of Europe is a question for a dissertation, not a blog. In the meantime, these questions lead us to consider the…

Business

Fedex disappoints; should we care?

Edward Harrison Dec 16, 2010

Fedex is often seen as a general proxy for US economic activity in the way that rail or freight traffic or cargo shipments are. They ship to such a wide variety of companies and individuals that they have taken on a bellwether status. …

Markets

Pimco: Emerging Markets Will Outperform

Edward Harrison Dec 16, 2010

Here are the key takeaways from Pimco's recent piece on Emerging Market debt: Key Points: Global economic conditions and structural factors remain supportive for the emerging markets to “run fast,” and for the U.S., Canadian and…

Random Shots – 2011 Musings Edition

Claus Vistesen Dec 14, 2010

by Claus Vistesen (work in progress, but I thought that I would publish it thus far, stay tuned for more additions) I did have some plans to do a series of post to give a brief overview of my main macro and trade themes for 2011, but time…

Daily

Reading the Tea Leaves

Annaly Salvos Dec 14, 2010

by Annaly Capital Management Today’s “must read” comes courtesy of Professor Jeremy Siegel of Wharton Business School and “Stocks For the Long Run” fame. His Wall Street Journal op-ed, titled “The Fed’s Policy Is Working,” can be read…

Markets

India and China: Will the Tortoise May Pass the Hare?

Marc Chandler Dec 7, 2010

by Marc Chandler India's Finance Ministry raised its economic forecast for the year ending March 31, 2011. Back in Feb it had forecast 8.25%-8.75% growth and today increased that forecast to as much as 9.1%. Ironically, the increase in the…

Political Economy

Whose Side is the White House On?

Guest Author Dec 6, 2010

In a speech given on November 20, 2010 at the ADA Education Fund’s Post-election Conference at Harvard's Kennedy School of Government, Professor James K. Galbraith asks for whom President Obama is really working.

Markets

Why The Stock Market Is Vulnerable

Comstock Partners Nov 19, 2010

by Comstock Partners In our view the market, at current levels, is highly vulnerable to a major downturn as a result of negative fundamentals and high valuations. Following is a summary of important factors likely to impact stocks in the…

Economy

Bove: Bank stocks will soar during QE’s “financial war with China”

Edward Harrison Nov 8, 2010

In the fall of 2008, when the government took extreme steps to avoid a financial collapse, it created, what might be described as a partial liquidity trap. At the time, this was not a problem. The policymakers were not trying to assist…

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