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“The recent economic, employment indicators and consumer sentiment basically have given QE2 an ‘F’ on the report card. So learning form the past two rounds of QE, unless Brent crude oil comes down to the high $70′s to low $80’s a barrel range, and a more effective implementation and distribution system where the money would go to stimulate the real economy, QE3 should never even have been brought up in any kind of monetary policy discussion,” argues Dian Chu in this guest post. “Of course, I’m speaking on the basis of financial common sense and logic, which may or may not be the course the Fed and Washington would take.” [...] 
This post is a guest contribution by Michael Kafe and Andrea Masia of Morgan Stanley. Summary In last week’s FX Pulse, we revised our USD/ZAR outlook for end-2011 to 7.0 (7.50 previously) and end-2012 to 7.50 (8.0 previously). The improved USD/ZAR outlook should combine with the recent decline [...]
The smoothed annualized growth rate of the ECRI WLI is on a knife edge. Last week’s number (published on Friday, July 15) could herald the bottom of the downtrend in the growth rate unless the S&P 500, metal prices and bond yields fall in the week ahead. My bets are on the downtrend bottoming … [...] More on this topic (What's this?) S&P 500 Chart – The Art of Technical Analysis (My Trader's Journal, 1/22/12) What a Little-Known Market Tool Is Telling Us About U.S. Stocks in 2012 (Money Morning, 1/11/12) S&P 500 Chart – Ascending Triangles (My Trader's Journal, 1/8/12)
In this edition of On the Edge, Max Keiser interviews Steve Keen, economist and author of the book Debunking Economics. He says that debts have spiraled out of control and the reason is the shadow banking system. The program also touches on the correlation between the US-EU debt crisis and the worsening Greek economy. [...] More on this topic (What's this?) Max Keiser’s On the Edge: Debt deflation, with Steve Keen (Wall Street Sector Selector, 7/10/11) Max Keiser: Face to face with Gerald Celente (Wall Street Sector Selector, 7/3/11) Chart: A Blow to Inflationists (Investment U, 10/24/11)
This report outlines where inflation is tracking in countries where the central bank has an inflation target, and includes a table of countries/central banks that have publicly announced an official inflation target. [...] More on this topic (What's this?) Why TIPS are a Bad Inflation Hedge (Learn Mining News, 4/11/11) The Real Inflation Rate is 10% (Learn Mining News, 4/13/11) Inflation Proof Your Portfolio With These 5 Stocks (Investment Underground » Page n..., 1/19/12) |
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By Prieur du Plessis, on July 18th, 2011 posted in: 
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Baltic Dry Index – sell-off overdone?
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Investor Sentiment: Is this the end of the road for the rally?
Monetary policy: Week in review (Jan, 2012)
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