| ||||||||||||||||||||||||||||||||||||||||||||||
I have written a fair bit over the past few days about the overbought level of most global stock markets and also how China – a leading market on the way up – could be the catalyst for triggering a reversal of fortune. It would seem the expected downward correction is now squarely underway … […]
In this edition of “On the Edge”, Max Kieser discusses the shenanigans in the financial markets with Tyler Durden of Zero Hedge, a fairly new, but already influential financial blog. His in-your-face presentation style may not be to universal liking, but it certainly makes for thought-provoking viewing material. […]
The US Senior Loan Officer Opinion Survey has just been published. This is an important document for assessing to what extent credit markets are thawing and confidence is returning to the financial system. The analysis presented in this post is a guest contribution by Asha Bangalore of Northern Trust. […]
Source: Sunday Times, August 16, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
By Cees Bruggemans The SARB decision last week to resume cutting interest rates is interesting, given that our CPI inflation is likely to only modestly decrease further towards 5% next year, even as global growth keeps signaling its return and our own economy likewise signals a turn in progress. What does […]
By Cees Bruggemans The nice thing about an unpredictable central bank is that it should surprise you pleasantly at least sometimes. In June, SARB emphasized upside risks to the inflation forecast, disappointing many by not cutting interest rates further though the economy was weak and the output gap large. Economic […] | ||||||||||||||||||||||||||||||||||||||||||||||
Copyright © 2021 Investment Postcards from Cape Town - All Rights Reserved |
Recent Comments