Monthly Archives: October 2011

China’s official PMI records lowest reading since February 2009

CNBC reports, China’s big factories ran at their slowest pace in almost three years in October as new orders and exports slowed, but smaller firms are showing signs of a fight back against a deteriorating global backdrop, purchasing managers indexes … Continue reading

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Charile Rose: The Economist on EU Debt Deal

Excellent Charlie Rose roundtable on the global economy with Zanny Minton Beddoes, Editor, The Economist, Greg Ip US Economics Editor The Economist and John Micklethwait Editor-in-Chief The Economist.  This is a must see for any interested in the recent EU … Continue reading

Posted in Black Swan Watch, Economics, Euro, PIIGS, Politics, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | Leave a comment

Euro Fracture: “Matters are turning serious” in Italy

It you’re looking for some Euro gloom, go no further than Ambrose Evans-Pritchard’s latest, Italy, Europe, and Red Brigade terror.   He writes that Italy risks an outbreak of terrorism if the labor market reform is rushed as the EU … Continue reading

Posted in Black Swan Watch, Budget Deficit, Euro, Fiscal Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 1 Comment

Super Mario’s dilemma, inflation fighting vs stimulus

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Seasonal Greetings!

Great chart with all the right colors from our friends over at The Chart Store.  They have an amazing collection of financial and economic charts and data going way back. Tough to trade on historic average monthly returns.   The … Continue reading

Posted in Equities, Global Stock Performance | Tagged , , | 1 Comment

China Appoints New Financial Regulators

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M.F. Euro Takes Down Equities

Lots of debate out there what took the market down today.  We’re not certain you can tag the first 15 S&P points on a single factor — MF Global, euro,  Italy, yen intervention and strong dollar, or simple profit taking … Continue reading

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Rehn: Tackling sovereign debt ‘first priority’

Here’s an Euronews interview with one of  the EU’s top debt crisis policymakers.: Olli Rehn is the European Commissioner for Economic and Monetary Affairs, a key role in defining strategy against the back-drop of the debt crisis. The latest proposal … Continue reading

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Week in Review

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Merkel: euro crisis can’t be solved overnight

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