Europe

This is going to be a relatively short note focused on what is going on in Japan because of the news that Japan has ramped up its program of quantitative easing to new heights. Coming on the heels of the US Federal Reserve’s announcement…

I have a lot of threads to cover today. So let’s get right into it. New home sales. I want to start in the US first because the macro data backdrop is good. The first piece of data here is actually a bit soft and says that residential…

By Marc Chandler Drivers for the Week Ahead - This will be a busy week between stress tests and data releases, which markets have taken as positively- Market expectations have settled down, and the Fed is widely expected to announce the…

I have three areas I want to explore today: earnings reports, China and Europe. The earnings reports are mixed but generally good enough to support continued job growth and economic momentum through this fourth quarter. I also want to deep…

There are no big themes dominating the news today. So it is a perfect time to hit a couple of themes with an economic and market theme approach. Let’s talk banks, Japanese trade, the currency wars and deflation.

It’s currently very trendy in Italy to blame Angela Merkel, Mario Monti, and austerity measures for the current recession. This column argues that while the severity of the downturn is clearly a cyclical phenomenon, the inability of the…

While there is no definitive answer at this point to the question whether or not what we are seeing is a creeping process of secular stagnation which will gradually spread from one economy to another as the respective working age…

It’s been a while since I did a multi-theme review as I used to do on Fridays but there are a number of threads out today that deserve mention. So I want to pack them into an economic and market theme post today. Market meltdown. First,…

With financial markets tanking across the board, there is a whiff of panic and some people might be thinking that the next global financial crisis is already upon us. I don’t think this is the case. Certainly, the European sovereign debt…

I have long warned that the euro crisis was going to return. But recently my concern was more concrete i.e. that the renewed recession fears in Europe would force a decoupling between the periphery and the core in the Eurozone. This seems…