Tag Archives: Global Growth

IMF casts gloomy cloud – FT

The outlook for the global economy has darkened, according to the International Monetary Fund. Ralph Atkins, capital markets editor, and Ferdinando Giugliano, global economy news editor, discuss why IMF forecasts are now so negative. For more video content from the … Continue reading

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Macro Notes from the Alcoa Earnings Call

Our macro takeaway from the call is that Europe is rolling over.  No normal September bounce from the seasonally slow August.  The company also notes what they see as a temporary slowdown in China.   Alcoa missed and the stock got … Continue reading

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Week in Review: Hurricane “I-Lean” Lifts Markets

Short and sweet tonight.   Even turkeys can fly in hurricane “I-Lean The Wrong Way.” Reports that hedge funds, with almost no tolerance for short-term pain, have opened the biggest net short positions since early 2008  has driven a relatively low … Continue reading

Posted in Sovereign Debt, Sovereign Risk, Uncategorized, Week in Review | Tagged , , , , , , , | 1 Comment