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By Cees Bruggemans, Chief Economist FNB. We have completed an economic downswing and are now embarked on a new economic upswing of rising economic activity and incomes. But it could well be an upturn that disappoints a bit, at least for some while, not unlike 1999-2003 (average GDP growth of 3.2%) [...]   By Prieur du Plessis, on January 26th, 2010 posted in: Investment, Markets, Money  One comment so far
Jeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, the co-founder and chairman of Boston-based GMO has just published the Q4 edition of his quarterly newsletter entitled “What a decade!”. Read on … [...] More on this topic (What's this?) Out of Answers, Federal Reserve Can Only Offer Empty Rhetoric (Money Morning, 12/13/11) How to Win Bernanke's War on Savers with a 19% Yield (Money Morning, 1/18/12) What did the Fed know? (Wealth Daily, 12/1/11) By Prieur du Plessis, on January 26th, 2010 posted in: Investment, Markets, Money Leave your comment
Washington’s efforts to clamp down on big banks are likely the first in a line of global moves to curb risk-taking in the financial sector, Pimco’s Mohamed El-Erian said in a CNBC interview. “We as investors have to be able to navigate these new factors, because that’s the reality.” [...] More on this topic (What's this?) What is the Best Bank in America? (Money Morning, 11/6/11) Did Bankers Deliberately Crash MF Global to Crash Gold and Silver Prices? (the Underground Investor, 12/26/11) Subject Banks to the Free Market or Turn Them into Utilities (Money Morning, 12/15/11)
“The outcome of the Fed meeting of January 26-27 in terms of the federal funds rate is nearly certain. Overall, the economic evidence suggests that there is not likely to be a significant change in the policy statement compared with the December meeting. The Fed’s exit strategy is the main topic of interest. It is premature for the Fed to reveal the blueprint for reduction in its accommodation at the present time,” said Asha Bangalore in this guest post. [...] More on this topic (What's this?) Out of Answers, Federal Reserve Can Only Offer Empty Rhetoric (Money Morning, 12/13/11) How to Win Bernanke's War on Savers with a 19% Yield (Money Morning, 1/18/12) What did the Fed know? (Wealth Daily, 12/1/11)
In this post, Stephen Roach, Morgan Stanley’s Asia chairman, discusses whether consumption from China, India and the other Bric countries can ever substitute the US consumer. [...] More on this topic (What's this?) The Madness of Crowds: How to Play Bonds, China, and Gold in 2012 (Money Morning, 1/11/12) Stephen Roach – Spotlight on BRIC Consumers (GreenLightAdvisor Views, 1/25/10) Daily Wisdom: BRIC Revolution? Edition (Top Foreign Stocks, 6/16/09) |
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