Tag Archives: Economist

Stocks Better Than Alternatives – Economist

Posted on March 7, 2013 by macromon

The Economist sums the melt up best: It is tempting to attribute the strength of the Dow to optimism about the American economy. Tempting, but wrong. Studies have shown almost no correlation between GDP growth and equity returns. Indeed, the … Continue reading →

Posted in Economics, Equities | Tagged , , , | 1 Comment

Berlusconi’s incredible comeback – Economist

Posted on February 15, 2013 by macromon

As Italy heads into an tightly-fought election battle between three very different candidates, we ask who stands a chance of winning and what Italy will need from its next leader – EconomistMagazine (click here if video is not observable)

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

The Big Mac Index – Buy India/Sell Norway

Posted on January 31, 2013 by macromon

The Economist is out with their Big Mac Index of currency valuations.  The Big Mac index looks at foreign-exchange rates based on the theory of purchasing-power parity (PPP),  the notion prices/exchange rates should adjust over the long run, so tradable goods … Continue reading →

Posted in Currency | Tagged , | 2 Comments

Emerging economies in 2013 – Economist

Posted on January 2, 2013 by macromon

Great perspective on the emerging markets. “China’s ‘authoritarian growth miracle’ is over…. they just don’t last” – William Easterly Which countries will be the economic success stories of 2013? William Easterly, professor of economics at New York University, and Dambisa … Continue reading →

Posted in BRICs, China, Video | Tagged , , | 2 Comments

China’s Economic Glide Path

Posted on December 27, 2012 by macromon

The Economist out with an interesting piece on China’s economic growth. China faces a more sober economy in 2013 TO ITS many critics, the momentum of China’s economy is sustained by nothing but an outpouring of investment in plant, infrastructure … Continue reading →

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Economist Special Report: France

Posted on November 22, 2012 by macromon

The video is a follow-up of  our post last week. France is slowly heading towards a crisis, says John Peet. Can the country be reformed before it is too late? (click here if video is not observable)

Posted in France | Tagged , | 1 Comment

Cue la France

Posted on November 15, 2012 by macromon

In our post earlier this month, How the mighty have fallen, we wrote, Why do we have this gut feeling Japan and France will be the countries of focus next year? Sorry, we’re dismal scientists. The Economist seems to share … Continue reading →

Posted in France | Tagged , , | 4 Comments

Oktoberfest: The Relative Cost of a Beer

Posted on October 1, 2012 by macromon

Good stuff suds from the Economist, ON SEPTEMBER 22nd, the beer started flowing at Oktoberfest in Munich, an annual Bavarian beer festival which confusingly begins at the end of September. Last year, over the course of the 16-day event, visitors … Continue reading →

Posted in General Interest, Germany | Tagged , , , | 2 Comments

About that other 800 pound Macro Swan in the room…

Posted on May 24, 2012 by macromon

Good stuff from the Economist’s cover story and 14-page special report on China’s economy.  Run, don’t walk, to read it.  Here’s a taste, CHINA’S weight in the global economy means that it commands the world’s attention. When its industrial production, … Continue reading →

Posted in Black Swan Watch, BRICs, China | Tagged , , , | 2 Comments

France’s River of de Nile

Posted on March 29, 2012 by macromon

Good Economist cover story of the upcoming French elections.  Keep this one on your radar, folks, it could start moving the market needle.     Here’s a little taste of the article, Yet what is most striking about the French … Continue reading →

Posted in Euro, Policy, Politics | Tagged , , | 1 Comment