Sunday, March 1, 2015

China's rate cut insufficient: investors expect more PBoC stimulus and yuan devaluation

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Posted by Walter China's central bank followed up with a second rate cut this year. While many believe this is a step in the right d...
Sunday, February 22, 2015

Market expectations of the first Fed rate hike seem unrealistic

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Posted by Walter The Fed Funds futures continue to point to the first Fed rate hike in late Q3/early Q4 of 2015. The debate is now...

Diverging developments in oil markets vs. energy shares

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Posted by Walter Let's take a look at the recent developments in the US energy markets and the seemingly contradictory reaction by e...
Saturday, February 21, 2015

The ECB’s QE: a mix of credit derivatives fostering the EZ disaggregation

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Guest post by Marcello Minenna The purchase programme of the ECB pushes towards the nationalisation of risks in the short-term, and in t...

The Gap Before China's Soft Landing

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Posted by Sam Favorable terms of trade and eager investment in manufacturing and real estate has propelled Chinese growth in recent year...
Sunday, February 15, 2015

The harsh realities of the Greece-Eurozone game of chicken

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Posted by Walter The Greece-Eurozone dispute has received a great deal of attention in the media in recent weeks. It seems however that ...
Monday, February 9, 2015

The Canadian housing market – in charts

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Guest post by  $hane Obata 1) Canada’s housing market is 63% overvalued relative to its historical average… 2) Home prices in Van...
Sunday, February 8, 2015

China's imports drop 20% explaining PBoC action; China watchers clueless

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China's trade report this weekend was dismal. Exports dropped 3.3% vs. economists' consensus of a 6.3% increase from last year. Th...