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Monthly Archives: January 2012
Fareed Zakaria’s GPS: Krugman and Rogoff
Great exchange between Krugman and Rogoff on Fareed’s GPS yesterday. Here’s the money rumble: FAREED ZAKARIA: Paul, you had a column and a really striking graph, where you point out that if you’d asked yourself what has the market told … Continue reading
Posted in Black Swan Watch, Economics, Fiscal Policy, Monetary Policy, Whales
Tagged Iceland, Ken Rogoff, Paul Krugman, Sovereign Debt
3 Comments
China’s GDP beats forecasts, Q4 Growth at 8.9 percent
The Sydney Morning Herald reports, China, the world’s second biggest economy, posted growth of 8.9 per cent in the last three months of 2011, beating economist forecasts even as export demand moderated. China’s growth for the quarter, though, slowed for … Continue reading
Let the Games Begin!
It’s time to play “beat or miss” and the market will be looking for a decent earnings season to confirm the latest move higher. Goldman constructed some great charts illustrating that the bulk of earnings are coming in the next … Continue reading
The Race to Debase
Wow! Nice catch up by the ECB. Don’t you get the feeling more QE3 talk from from the FED confirmed by dollar stabilization — i.e., non-strength — will ignite gold like a bottle rocket? (click here if chart is … Continue reading
Posted in Dollar, Euro, Gold
Tagged Balance Sheets, ECB, Fed, Gold, Money Printing, Quantitative Easing
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Can Petrobras Breakout?
Petrobras is one stock we’re monitoring closely in 2012. One of the largest company’s in world, its stock has has moved to the upper bound of the well defined two month trading range between $24 and $28.50. The stock was … Continue reading
Week in Review
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Posted in Week in Review
Tagged bonds, Bovespa, CAC, Commodities, DAX, FTSE, Hang seng, Shanghai, Stocks
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World Economic Forum Global Risks 2012
The World Economic Forum is out with their Global Risks 2012 report. Great video presentation. Click here for PDF copy. Economic imbalances and social inequality risk reversing the gains of globalization, warns the World Economic Forum in its report Global … Continue reading
Posted in Black Swan Watch, Economics, Policy, Politics, Sovereign Debt, Sovereign Risk
Tagged Global Risks 2012, World Economic Forum
1 Comment
Global Trend Indicators
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Sarkozy breaks silence after French downgrade
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Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk
Tagged Credit Downgrade, Elections, France, Sarkozy
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Weekly Eurozone Watch
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Global Macro Monitor 