23 « July « 2010 « Investment Postcards from Cape Town

Goldman Sachs’ economist Jan Hatzius has just released a new report on the U.S. economy subtitled “The second half slowdown.” The report details the key headwinds facing the American economy, many of which have the impact of building a deflationary environment. […]

Euro zone: No evidence of a double-dip recession, yet

By Prieur du Plessis, on July 23rd, 2010 posted in: Economy, Europe, Investment

Markit released its flash euro zone PMIs yesterday. The number surprised on the upside as most observers were expecting declines. Read on … […]

Japan: Land of the rising debt

By Prieur du Plessis, on July 23rd, 2010 posted in: Economy, Investment, Japan

“Investors are understandably scared of the sovereign debt crisis unfolding in Europe. Amid their angst, however, they are ignoring a more likely, and significantly larger, debt catastrophe that is about to hit the nation with the second-largest economy in the world — Japan,” said Vitaliy Katsenelson in this guest post. […]

Prieur’s readings (July 23, 2010)

By Prieur du Plessis, on July 23rd, 2010 posted in: Investment, Markets, Money

This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. […]

Charlie Rose: Face to face with Timothy Geithner

By Prieur du Plessis, on July 23rd, 2010 posted in: Economy, Investment

In this interview, Charlie Rose sits down with Treasury Secretary Timothy Geithner. […]

U.S. credit rating firms due for a shake-up

By Prieur du Plessis, on July 23rd, 2010 posted in: Economy, Guest Bloggers

“The ongoing global financial crisis has prompted some seismic shift in almost every industry. The credit rating services somehow seem to have escaped unscathed and are definitely long overdue for a major shake-up or two,” said Dian Chu in this guest post. […]