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On August 5, Standard and Poor’s downgraded the U.S.’s sterling AAA sovereign credit rating to AA+. But what does this really mean for consumers and citizens? The good people at Visible have compiled a very useful guide to help steer one through the ups and downs of credit ratings. [...] More on this topic (What's this?) Why the U.S. Credit Rating Downgrade Could Cause a Full-Fledged Market Crash (Money Morning, 8/9/11) Au Revoir, AAA: Standard & Poor’s Downgrades France’s Credit Rating (Wall Street Daily, 1/13/12) US Debt Downgraded Again (Learn Mining News, 8/17/11)
The strange combination of rising US inflation, ultra-loose monetary policy and falling bond yields is just one of the more unusual signs that all is not well with the global markets. Jennifer Hughes, FT’s senior markets correspondent, looks at the rationale behind so-called “bull flattener” trades and what these signal about the economic outlook. [...] More on this topic (What's this?) Four Ways to Play the Bond Market Bubble (Money Morning, 9/30/11) Here’s Why U.S. Government Bonds Remain a Safe Investment (Wall Street Daily, 8/9/11) The Inevitable Pendulum Move in Bonds (Expected Returns, 8/22/11) 
“Global financial markets again sold off massively and en masse today, giving up all the comeback from last week’s widespread panic conditions,” said Cees Bruggemans in this guest post. “There are at present two major sources of potential market crisis and panic, namely US finances and European sovereign debt and banks. The ultimate conflagration would be the one crisis feeding the other in a mutual-assisted suicide.” [...] More on this topic (What's this?) Prepare for Europe – "It's Going to Be Ugly" (Money Morning, 1/16/12) The European Banking System is Finally on the Verge of Collapse (Money Morning, 8/24/11) Take Heed! How the European Crisis Could Hurt U.S. Stocks (Wall Street Daily, 1/19/12)
Wall Street through the eyes of a cartoonist (and no doubt some others as well). [...]
Much has been said and written about the inability of the Fed to sustain U.S. economic growth. In previous articles I have pointed out the massive impact of the Japanese earthquake disaster on the health of China’s manufacturing sector as measured by the seasonally adjusted CFLP PMI. But what impact did Japan’s twin disasters have on the U.S. economy? [...] More on this topic (What's this?) Japanese Economy Still Feeling Aftershocks (Investment U, 8/24/11) Can Japan Harness Burning Ice? (Investment U, 8/1/11) Japan the Achilles’ Heel of U.S. Economy in Q2 (GreenLightAdvisor Views, 8/18/11)
Forecasting where the index is likely to land by the end of the year, with David Kostin, chief US investment strategist of Goldman Sachs. [...] |
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By Prieur du Plessis, on August 19th, 2011 posted in: 
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