financial news

The recovery has weakened considerably since the end of last year. Much of this is due to the fading impact of government stimulus and inventory adjustments. See the note this morning from Comstock Partners "Faltering Recovery."…

Here are two stories I found interesting. The first is on a BIS paper which says that there are no real scale economies beyond a certain point in banking. Company size is driven by the implicit taxpayer guarantees too big to fail financial…

Greetings! A few weeks ago, I indicated that CW was going to undergo a site re-design. The first stage of the re-design has already happened. Please drop us a line with comments and thoughts on other improvements. Cheers. Ed P.S. – I…

The central bank of Indonesia meets tomorrow and although pressure is building for a rate hike, officials still appear willing to resist for a bit longer. The economy is growing robustly and Q2 GDP will be out early Thurs local time and is…

Rising pork bellies prices hit all-time high | Business | The Guardian FT.com - Rise in wheat prices fastest since 1973 The Chosun Ilbo (English Edition): Daily News from Korea - N.Korean Football Coach Gets 14 Hours of Hard…

Econbrowser: Options for monetary stimulus How to Avoid Prying Eyes on the Internet - WSJ.com Documents indicate heavy use of dispersants in gulf oil spill - Washington Post Off the Shelf - ‘Fault Lines’ Concludes Global Economy Remains…

Hi everyone, I will be on vacation/holiday over the next few weeks, so my own posting will probably be pretty light – a lot of posts highlighting other views. Check in nonetheless because there will still be plenty on offer from other…

GDP Growth Charts via EconomPic EconomPic: Great Recession was Worse than Thought EconomPic: GDP Growth Slows... Spike in Business Investment Spanish Unemployment La EPA constata que el paro no deja de subir; 20,09% de…

How strong is the global recovery? The recovery seems slowest in Greece and the bubble countries (US, UK, Ireland, Spain). It’s pretty poor in Eastern Europe too. It is better in the rest of Western Europe. A good deal better in Australia…

From the BBH Currency Strategy Team. Highlights US dollar is weaker across the board vs. the majors as sentiment appears to be improving today after a consolidative day yesterday.  Risk on FX trading appears to be back on track after…