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By Cees Bruggemans With commodities broadly in retreat, driven along by global perceptions of sharply braking growth, especially in richer industrialised countries, we have a traditional escape valve. Rand depreciation. Will this once again come into play, and with what kinds of broader consequences? So far the rand has [...] More on this topic (What's this?) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) The U.S. Lies About Inflation: Here's The Inflation Secret The Government Doesn't Want You to Know (Money Morning, 4/13/12) Best Assets to Own During Inflation (Learn Mining News, 2/17/12)
On the one-year anniversary of the credit crisis it makes for interesting debate to reflect on how well the situation has been handled by Messrs Ben Bernanke and Hank Paulson. I have therefore deemed it appropriate to ask your assistance to assess the gentlemen’s performance by means of a quick poll. [...] More on this topic (What's this?) Today's FOMC Meeting To Bring Little Change (Money Morning, 4/25/12) U.S. Economy Showdown: Krugman vs. Bernanke (Money Morning, 5/2/12) Bernanke: Another Round of QE3 is Possible (Wall Street Daily, 4/26/12)
By Jeremy Gardiner The first half of 2008 saw world markets having to cope with an inordinate amount of bad news. The Americans had it the worst, as they were battered by the ravages of subprime, a collapsing housing market and a banking system under severe pressure. Worldwide we have seen [...]
Hat tip: Barry Ritholtz’s Big Picture
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By JP Landman Our politics are more and more noisy, the Zuma case has increased the stakes, important institutions are under tremendous pressure, and the economic shoe is pinching. As a good friend said recently: “We need a break.” Under these circumstances it is understandable that the country is yearning for [...] More on this topic (What's this?) 4 Stocks To Buy In 2012 Q1 Results (The Wild Investor, 4/2/12) 4 Winning Dividends Picks (Investment Underground » Page n..., 5/8/12) 4 Ways To Ensure You’re Choosing The Right Financial Adviser (Investing School, 3/12/12)
The past week witnessed market participants focusing anew on deteriorating global growth prospects, arguing that slower growth could reduce inflation pressures. The notion that the US was further along the slowdown process than foreign economies, and an expectation that interest rate differentials could narrow in favor of the US dollar, resulted in continued strength in the greenback, further weakness in commodities, lower bond yields and mixed stock markets. Read all about this in my weekly review, highlighting some thought-provoking news items and quotes from market commentators during the past week. [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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