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Stephen Roach, chairman of Morgan Stanley Asia Ltd., talks with Bloomberg from Beijing about the US calls for a stronger yuan. His criticism of Paul Krugman’s comments that the US should consider a 25% surcharge on Chinese goods, provides food for thought. [...] 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) Another China Yuan ETF: Rydex Launches The CurrencyShares Chinese Renminbi Trust (FXCH, CYB, CNY,... (Wall Street Sector Selector, 10/5/11) RMB vs DSUM: Comparing the New Dim Sum Bond ETFs (Jutia Group, 9/29/11)
This post provides an update on foreign central banks’ holdings of US Treasury securities and agency debt at the Fed. [...]
The video clips in this post provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead. [...]
Don Coxe has updated his popular webcast on Friday, March 19. Follow the link from this post. [...] More on this topic (What's this?) Wealthy Congressmen Don't Feel Your Pain (Money Morning, 1/9/12) The Economy and Bond Market Radar (December 19, 2011) (GreenLightAdvisor Views, 12/18/11) Stop Press: “Investment Postcards Daily” (Nov 19, 2011) is out! (Wall Street Sector Selector, 11/18/11)
I have my doubts about the results the jobs bill will deliver. I am not alone … [...]
This post provides an update on the outlook for government debt and includes a few very interesting long-term graphs. [...] More on this topic (What's this?) A Misconception about the Value of Bonds (Michael James on Money, 1/18/12) Rising Government Bond Rates Push Eurozone Debt Crisis to the Precipice of Collapse (Money Morning, 11/18/11) North Dakota Edges U.S. Closer to Energy Independence… and Double-Digit Returns in a Flat Market (Investment U, 12/7/11) | ||||||||||||||||||||||||||||||||||||||||||||||
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