Monthly Archives: October 2011

China’s Rail Expansion Faces Funding Squeeze

(click here if video is not observable)

Posted in China | Tagged , , , | 1 Comment

60 Minutes: Steve Jobs

In case you missed it.    Click here for full 60 Minutes report.                            (click here if picture is not observable)

Posted in Apple | Tagged , , | Leave a comment

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 , , , | 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 , , , | Leave a comment

Markit Flash German PMI Shows Modest Rise

(click here if chart is not observable)

Posted in Economics, Euro | Tagged , | Leave a comment

Markit Flash France PMI Contracts Sharply

(click here if chart is not observable)

Posted in Economics, Euro | Tagged , | Leave a comment

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 , , | Leave a comment

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 , | 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

Posted in Geopolitical, Politics | Tagged , | Leave a comment

Week in Review

(click here if charts are not observable)

Posted in Week in Review | Tagged , , , , , , , , | Leave a comment