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The past week in monetary policy saw 12 central banks reviewing monetary policy settings, with 6 adjusting interest rates. Click through for a comprehensive review. [...] 
“Economists need to get back to being actual economists and not market directional cheerleaders; we have enough of those already in financial markets talking their respective books!” said Dian Chu in this guest contribution. [...]
“Growth discrepancies within the eurozone are now at a very high spread of 11pp, with growth ranging from around +5% in Austria to -6% in Greece (4-quarter year-on-year averages),” said Morgan Stanley. “This is not unprecedented – given the economic outperformance before the crisis and underperformance after the crisis of Ireland, Greece and Spain. Yet, such a wide range of growth outcomes is quite unusual and only happened once before (late 1999 and early 2000). What’s more, the discrepancy among the various countries has been on the rise for the past year or so – courtesy of a massive country rotation within the eurozone. This adjustment process, painful as it is, is crucial to the functioning of the region – especially in the light of the macro imbalances that have built up in the past.” [...] More on this topic (What's this?) Understanding the Europe Debt Crisis (Money Morning, 11/6/11) Alan Greenspan: The Eurozone is Set to Fail (Investment U, 11/1/11) When Will Europe’s Molotov Cocktail Explode? (Wall Street Daily, 9/26/11)
After the surge in volatility during the first part of August and the high levels remaining through the end of September, it would seem the worst of the storm is over, at least for now. Read on … [...] More on this topic (What's this?) How to Invest in Volatile Markets (Learn Mining News, 10/16/11) Increased Volatility Will Lead to Short-Term Buying Opportunities (Money Morning, 10/4/11) U.S. Stock Market Volatility Since 1928 (Top Foreign Stocks, 11/17/11)  By Prieur du Plessis, on October 15th, 2011 posted in: Investment, Markets, Money  Leave your comment
This week on Wealthtrack, Consuelo Mack interviews Robert Arnott, founder and chairman of Research Affiliates. He has pioneered several investment products which outperform markets with less than market risk, and discusses his current strategy for these volatile times. [...] |
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