election

BBH CurrencyView The euro is mixed on the crosses and weaker against the dollar. Merkel’s coalition loses a major regional election over the weekend, in a state run for almost 60 years by the CDU or in coalition. The effect should be…

Byron Wien had a stellar record in 2009, accurately predicting the effect of a rather robust second half recovery across a broad range of markets. However, Byron Wien's Ten Surprises for 2010 were well off the mark. Before we review I will…

The outcome of the US midterm elections and Federal Reserve Open Market Committee meeting, coupled with the various economic reports, strengthens our base case scenario in which we expect the US dollar to generally trade higher as the 2010…

Paul Davidson argues that the Obama Administration and its allies in Congress have not actually followed the prescriptions laid out by the British economist Lord Keynes in making economic policy – and that this is a principal reason for…

I have been meaning to put together a few comments about the election on Tuesday but I haven't had the time to string anything together. But an enlightening video from Tech Ticker with Jamie Galbraith provides some good fodder. So let me…

Highlights The dollar was mostly flat in a quiet Asian session with the Tokyo markets closed, even though the dollar experienced sharp losses versus sterling and kiwi. The outcome of the Federal Reserve’s FOMC meeting is also weighing…

The latest video from Bloomberg with Jim Bianco is below. Bianco believes the markets will be disappointed Fed if the Fed shows less than 5 months of $100 billion in QE tomorrow. He also doubts whether a tax hike would be a "big, big"…

I thought this chart on the upcoming US midterm elections was interesting because independents are tracking Republicans very closely while Democrats are living in a different world regarding Congress. Here is what Gallup says:…

There has been a lot of speculation about what the Federal Reserve will or will not do regarding quantitative easing (QE) in order to boost the economy. With the Obama administration constrained regarding fiscal policy, attention has turned…

I agree with Michael Pettis that removing Larry Summers from the White House should be construed as a sign that the Obama Administration is poised to take a more populist tone with China. In June I wrote (More on China, Trade and…