Baltic Dry Index: Dark clouds on the horizon?

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Has the global financial markets overreacted on the somewhat better economic statistics? I think so. It seems to me that it could turn out to be just another “relief” rally. Read on … […]






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El-Erian vs Berner: Soft patch or double dip?

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This post features an interview with Mohamed El-Erian, CEO of Pimco, and Dick Berner, chief US economist at Morgan Stanley, debating whether we’re experiencing an economic soft patch or double dip. […]






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Mark Mobius: Emerging markets Q & A

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In this post, Mark Mobius, executive chairman of Templeton Asset Management, shares some thoughts on emerging markets. […]






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Marc Faber: Stock markets in a trading range

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“I think that there are people who have extreme views, either extremely bullish or extremely bearish. I think we are maybe in a kind of a trading range whereby first we go down somewhat into October–November and then rally again towards the end of the year,” said Marc Faber in a CNBC interview. […]






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Global services PMIs for August: Mixed but weakening trend

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This post provides a round-up of the non-manufacturing PMIs around the world, conveying a somewhat negative picture. […]






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Robin Griffiths: Best shorting opportunity of 2010

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“Do not put risk on; we’re getting ready for the best shorting opportunity of the year,” Robin Griffiths, technical strategist at Cazenove Capital told CNBC, looking at the S&P 500 chart. […]






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