Friday, May 25, 2012

Argentina's latest struggles

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As discussed before, Argentina is facing deteriorating economic conditions and an international backlash from its decision to  nationaliz...

Goldman's "fiscal cliff" scenarios

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As discussed earlier this month, the US is facing a "fiscal cliff", a sudden expiration of tax breaks and spending programs tha...
Thursday, May 24, 2012

Will housing support growth?

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Guest post by Greg Trotter A great deal is still being said about the state of the housing market, with lingering excess inventories cit...

China responds to economic weakness by letting RMB depreciate

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Further signs of economic slowdown in China have shown up in the HSBC China PMI index. WSJ : - The preliminary May reading marks the s...

Eurozone breakup risk and the currency markets

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As discussed earlier , the Intrade probability of at least one nation exiting the Eurozone by the end of 2013 is now around 60%. In the pa...

It's just a matter of time before declining PMI will show up in Eurozone's GDP numbers

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European officials keep insisting that the euro area as a whole is not yet in a recession. That's wishful thinking because the latest ...

Brazil, Mexico try to stem currency declines

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Brazil and Mexico finally intervened in the FX markets in an attempt to support their currencies, which have been battered by capital outf...
Wednesday, May 23, 2012

Trends in hedge fund equity holdings

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Hedge funds have been known to move stock prices, sometimes dramatically raising volatility of specific shares. Here are two latest trends...