inflation

I didn't make this title up, but it's so clever I wish I had. Andy Xie, the Former Morgan Stanley Asia economist used this as the sub-header in a column in today's Caixin editorial. Xie doesn't buy the G-20 rhetoric that all is fine in the…

Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession  (McGraw-Hill, 2009). On Friday, October 15, 2010, Federal Reserve Chairman Ben S.…

I am an affiliate of INO, a website which is geared to individual investors. I haven't posted much from their site here but I thought their latest video on gold was interesting so I'll say a few words about it. (disclosure: as an affiliate…

by Win Thin We don’t think that the timing of the PBOC hike was any coincidence, as the monthly data deluge from China is scheduled for October 21.  It appears that price pressures and bank lending remain too strong for the…

by Win Thin Brazil central bank starts its two day meeting Tuesday, and market is looking for rates to be kept steady at 10.75%.  Though rates are expected to remain steady through 2010, market is looking for tightening to resume next…

How to value gold is an age old frustration. As every schoolboy knows, it yields nothing and so can’t be valued on cash flows. It has very little industrial use. There is, however, a natural human tendency toward the use of currency so gold…

US headline PPI came in somewhat higher than expected at 0.4%.  Weekly initial jobless claims were a bit stronger than expected and the US trade deficit was wider than expected.    The trade balance, adjusted for…

From Win Thin FOMC minutes from September 21 meeting was surprisingly dovish.  FOMC members thought that additional accommodation may be “appropriate before long” and seemed to lower the bar for further action.  During his…

by Edward Hugh Just to follow up on my recent long Estonia post, a couple of new data points have caught my attention recently: the sharp rise in Estonian inflation and the ongoing goods trade deficit. In the first place it is worth…

by David Galland Acting in my role as master of ceremonies at the Casey’s Gold & Resource Summit, I asked the faculty this question on more than one occasion. The answer is quite simple and has been discussed in previous editions of…