ECRI Leading Indicator: Turning for the better?

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Where is the ECRI Weekly Leading Indicator heading? In previous articles I argued that the smoothed annualized growth rate of the WLI bottomed at -10.1% (officially adjusted from 10.2%) in the week ended October 23 last year. In light of the significant movements in investment markets over the past week, I had a look at what growth rate can be expected of this important number that will be published at the end of this week. […]






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ECRI WLI: Is the Rot Over?
Read more on Asset Management, Plexus at Wikinvest
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Roach on U.S. economy, Fed policy, China, Europe

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Stephen Roach, non-executive chairman of Morgan Stanley Asia, discusses the U.S. economy, Federal Reserve monetary policy, China’s economic strategy and the prospects for Europe. […]






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Prieur’s Readings (Jan 30, 2012)

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As part of my daily routine, I publish all my reading (including snippets from other well-known commentators) in an Internet newspaper, “Investment Postcards Daily”. Click through to read the latest edition and register for a free subscription. […]






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Daily ETF Trend Report – Currency
Create your own dividend ETF with Motif Investing
Read more on Chun YU Works, Abc Communications at Wikinvest
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How best to play the China story

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Helen Zhu, chief China equity strategist of Goldman Sachs, believes the mainland will see policy normalization in 2012. In light of that, she reveals how best to play the China story. […]






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European choices

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“It seems it has been decided the road will be long and arduous and full of danger,” said Cees Bruggemans in this guest post about Europe. “There could still be many ambushes, not least from within but also from without.” […]






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Don Coxe webcast – updated (Jan 27, 2012)

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Don Coxe has updated his popular webcast on Friday, January 27, 2012. Click through for the recording. […]






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