Tag Archives: Oil

Global Trend Indicators

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Week in Review: Wake Me Up When September Ends

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Week in Review: Deal, Now What?

Almost everything that happened last week is irrelevant given what looks like a U.S. debt deal.  What we’re watching is how the relief rally holds and whether the Friday’s poor GDP data was a game changer.  Looking under the surface … Continue reading

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Global Trend Indicators

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Saudi stocks flop, gold rocks as US weighs action in Libya

Debka reports the U.S. naval and air fleet is repositioning around Libya for potential “hit-and-run” raids to cripple Qadaffi’s air capability.  This isn’t new news, but we’re wondering out loud if the Saudis have been consulted and are on board. … Continue reading

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Week in Review

As we suspected, emerging equities bounced nicely last week with Brazil and Hong Kong leading the major indices, both up over 3 percent.   Developed equity markets continued to move higher with France now up close to 10 percent for the … Continue reading

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China Rate Hike: Four Markets to Watch

Fearsome Foursome We’re watching the reaction in four markets to gauge how the Christmas gift from the Kings of the East will affect global risk appetite.   The People’s Bank of China increased both the benchmark lending rate by 25 basis … Continue reading

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Rio’s $5.00 Big Macs and the Danger of Dutch Disease

Things are getting expensive in Brazil, especially the price of a Big Mac!  Last time we were in Brazil, Big Mac’s were offered at the equivalent of $US.70 at the same time they were bid at US$2.75 in New York. … Continue reading

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