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Monthly Archives: October 2010
Beijing’s $2.18 Big Mac and $1,400 GOLDen Arches?
The Economist updated their Big Mac Index, which measures currency misalignments based on purchasing-power parity. We just used the Big Mac Index this past weekend in our recent posts, Rio’s $5.00 Big Macs and Geithner’s Naughty List. Here is what … Continue reading
Posted in China, Commodities, Gold, Politics
Tagged China, Currency Manipulator, Gold, Treasury
1 Comment
Krugman’s Dangerous Misreading of the Bond Market
During his Sunday appearance (click for interview) on This Week With Christiane Amanpour, Paul Krugman spoke the words that make us very uncomfortable. Responding to French finance minister Christine Lagarde’s fiscal austerity and Alan Greenspan’s caution about further stimulus, Krugman … Continue reading
Posted in Bonds, Commodities, Credit, Currency, Equities, Gold, Policy, Politics, Sovereign Risk
Tagged Commodities, Deficits, Gold, Krugman
2 Comments
“All that liquidity ends up not where it is supposed to be…”
Great CNBC interview (click for video) with British historian, Niall Ferguson. It’s worth the 5 minutes of your time. We’re amazed how well Ferguson understands the global economy and articulates the risks better than many trained economists. Money quotes: “There … Continue reading
Posted in Black Swan Watch, Bonds, BRICs, China, Commodities, Credit, Currency, Monetary Policy, Policy, Sovereign Risk
Tagged Currencies, Monetary Policy, Niall Ferguson, Sovereign Risk
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Apple Closes Over $300
Apple closed over $300 today and is now worth close to $275 BN. How big is Apple? Its market cap is larger than 150 of the 183 countries monitored by the IMF. This is the most important company and … Continue reading
“I’ve already considered that idea and rejected it.”
We found Ezra Klein’s take on Steven Rattner’s, Overhaul, quite amusing, [Larry] Summers is also one of the book’s more amusing characters. His intellectual and managerial style are distinct enough that the index has six entries under “Larry Summers; style.” … Continue reading
World’s Richest Women Are Chinese
The FT published an interesting piece on the world’s richest women, which came as a surprise: The world’s three richest women are Chinese – as are 11 of the top 20 – according to the Hurun List of Self-Made Women … Continue reading
Posted in China, News, Policy, Politics
Tagged China, Gender Equality, Richest Women
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Rising Tide (of liquidity) Lifts All Boats
Great chart from Active Trader of the S&P5oo correlation with other markets. Have you noticed recently that all markets are moving together? U.S. Treasuries, domestic and foreign stocks, Greek Bonds, EM Debt, commodities, and foreign currencies all in lockstep? This … Continue reading
Posted in Bonds, BRICs, Commodities, Credit, Currency, Equities, Gold, Monetary Policy, News, Policy, Sovereign Risk
Tagged bonds, Commodities, Correlation, Equities, Monetary Policy
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Europe’s Ricardian Equivalence vs America’s Keynesianism
We thought this to be the most interesting chart of the recently released World Economic Outlook from the IMF. Japan’s 2011 public sector funding requirement is a stunning 60 percent of GDP, which includes the rollover of maturing debt equivalent … Continue reading
Posted in Bonds, BRICs, China, Commodities, Credit, Currency, Monetary Policy, Politics, Sovereign Risk
Tagged Deficits, ECB, Fiscal Policy, Lagarde, Ricardian Equivalence, Sovereign Debt, Trichet
7 Comments
Let the year-end chase begin
Great heat map of the ETF space YTD performance. Precious metals, real estate, Hong Kong, India, and some selected Asian ETFs have been been on fire this year. Rather than chasing the winners, under invested capital will most likely be … Continue reading
Posted in Bonds, BRICs, China, Commodities, Equities
Tagged Equities, Heat Map, Year-end performance
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Wall Street: The Speed Traders – 60 Minutes
In case you missed the excellent 60 Minutes piece on robo/algo traders. It’s worth the 13 minutes of your time. How Speed Traders Are Changing Wall Street Steve Kroft Gets A Rare Look Inside the Secretive World of “High-Frequency Trading”
Posted in Equities, News, Policy, Uncategorized
Tagged Equities, High Frequency Trading, Supercomputers
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Global Macro Monitor 