| |
China’s monthly investment data provide first concrete evidence of ‘doubling down’
|
"Official data published last week confirmed that investment by state-owned enterprises surged during the first three months of this year, with the scale of the turnaround strongly reminiscent of the early 2009 period. "
Fathom Consulting, News in Charts, April 21, 2016
|
Germany versus ECB: How Dangerous is the Dispute?
|
Careful what you wish for. For decades, Germans strongly believed in price stability and an independent central bank. Fate and the European Central Bank (ECB) have granted them both wishes.
Berenberg, 20.04.2016 , Holger Schmieding, Chief Economist
|
The Global Economy Didn’t Change Last Year, Views of QE Did
|
The stock market is still viewed as if it were a discounting mechanism, a system where information is processed and priced to deliver insight about the fundamental state of liquidity, markets, and the economy. That view has always been debatable, but never more so than the whole of this century so far.
Alhambra Investment Partners, 11.04.2016 , Jeffrey P. Snider
|
The Global Liquidity Trap Turns More Treacherous
|
The adoption of negative interest rates will do little to stimulate growth.
Guggenheim Partners, April 07, 2016 , Scott Minerd, Chairman of Investments and Global CIO
|
Cyprus versus Greece: a lesson in Eurozone reform
|
Berenberg, Economics, Chart of the week, April 1st, 2016 , Holger Schmieding, Chief Economist; Kallum Pickering, Senior UK Economist
|
Inflation Alive and Well in the US
|
We have focused on the theme of the misplaced fear of deflation at Variant Perception frequently over the past 18 months.
Variant Perception, March 2, 2016
|
Shanghai’d at Shanghai G20?: The Big Threats to Global Bonds
|
"there is a strong whiff of gun-smoke from the last G20 meeting in Shanghai (26th-27th February 2016), which may have culminated in this week’s mild FOMC Statement by the US Fed. Is this a new Plaza 2?"
CrossBorder Capital, March 18th 2016 , Michael J. Howell
|
The Dillian Loop
|
"Interventionism is always praised after the fact. Nobody ever says doing nothing did something."
Mauldin Economics, The 10th Man, March 10th 2016 , Jared Dillian
|
The Collapse In Global Trade Has Been Greatly Exaggerated
|
The value of world trade fell in 2015 for the first time since the crisis. However, this reversal was not in trade, but in the dollar price of goods sold for export abroad.
Fathom Consulting, Chart Of The Week, February 29, 2016
|
About Those European Banks
|
"The sector’s fundamental outlook hasn’t vastly worsened this year, and there are some key differences between now and 2008."
Fisher Investments MarketMinder, February 12th 2016 , Elisabeth Dellinger
|
