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Recent Posts
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Monthly Archives: October 2011
China’s Rail Expansion Faces Funding Squeeze
(click here if video is not observable)
60 Minutes: Steve Jobs
In case you missed it. Click here for full 60 Minutes report. (click here if picture is not observable)
Norway’s Sovereign Wealth Fund May Help Eurozone
This may the rabbit the Euros pull out of the hat. Sovereign wealth funds to compliment EFSF. Our sense Lagarde is working on something. (click here if video is not observable)
Posted in Euro, Fiscal Policy, Sovereign Debt, Sovereign Risk
Tagged EU Debt Plan, European Debt Crisis, Norway, Sovereign Wealth Funds
1 Comment
World’s Highest and Lowest Growth Economies
Here is the list we promised of the high/low growth economies ranked by 2011 GDP estimates. As we posted last night, the table illustrates that, of the large non-oil exporting economies, Argentina is the second fastest growing economy in the … Continue reading
Posted in Economics, PIIGS, Sovereign Debt
Tagged Argentina, Fast growing economies, GDP growth, Slow growth economies
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Markit Flash German PMI Shows Modest Rise
(click here if chart is not observable)
Markit Flash France PMI Contracts Sharply
(click here if chart is not observable)
HSBC’s China PMI Turns Up
This is going to catch many leaning the wrong way. The Australian writes, THE preliminary HSBC China Manufacturing Purchasing Managers Index, a gauge of nationwide manufacturing activity, rebounded strongly in October, rising to 51.1 from a final reading of 49.9 … Continue reading
Posted in China, Commodities
Tagged China Growth, China Hard Landing, HSBC China PMI
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Most Important Spread in the World
Given the bank recapitalization plan announced over the weekend, the France national government may be on the hook to help recapitalize and backstop its banking system. The markets will be full of noise in the next few days and we … Continue reading
Posted in Credit, Euro, Monetary Policy, Sovereign Debt, Sovereign Risk
Tagged European Debt Crisis, France-German bond spread
2 Comments
Don’t Cry for Argentina’s Crisitina
Listen to the report carefully. Did they say President Cristina Fernandez is benefiting from the world’s fastest growing economy? They almost nail it. Argentina is expected to grow around 8 percent in 2011 according to the IMF after last year’s … Continue reading
Week in Review
(click here if charts are not observable)
Posted in Week in Review
Tagged bonds, CAC, Commodities, Copper, DAX, Gold, Hang seng, Oil, Stocks
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Global Macro Monitor 