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Economic and market themes: 2014-08-01 US, China, Argentina, France

Economic and market themes: 2014-08-01 US, China, Argentina, France

This week’s economic and market themes piece is going to be a little shorter than usual because I have covered a lot of the major topics earlier in the week. [Content protected for Gold members only] My take here is that France and Italy are the countries to watch in Europe. Watch Italy because it is in a precarious position, […]

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Links: 2014-08-01

Links: 2014-08-01

Puerto Rico Power Authority in Deal With Banks to Defer Loan Payments – WSJ Argentina accuses US of judicial malpractice for triggering needless default – Telegraph History Suggests China Is on Verge of Banking Crisis – China Real Time Report – WSJ China’s factories spring to life as global trade reawakens | Reuters Europe’s ‘sick man’ France dealt another blow […]

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Upbeat cyclical trends are juxtaposed to underlying financial fragility

Upbeat cyclical trends are juxtaposed to underlying financial fragility

This post is on the same topic of the US economy that I addressed yesterday. But I want to go a bit deeper and add more colour to my comments. Signs that the US economy’s cyclical outlook are improving are getting ever more numerous, especially when we look at the labor market. Jobs numbers In the US, jobless claims came […]

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Links: 2014-07-31

Links: 2014-07-31

FYI: After the tech links, there is at least one link in this lot that I do not endorse but do think is required reading. Android crypto blunder exposes users to highly privileged malware | Ars Technica Tor received $1.8 million in US federal funds last year, while the NSA tried to crack it | The Verge Twitter’s Big Second […]

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US GDP numbers and Russian sanctions scenarios

US GDP numbers and Russian sanctions scenarios

The bottom line here is that I have been and still am bullish on the cyclical prospects in the US, UK and Spain in particular. The US jobless claims numbers are unusually low and that tells you that slack in the labour market is declining. Moreover, we are likely to see inventory builds here, adding to more momentum. Nonetheless, I do have two caveats for the US.

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Links: 2014-07-30

Links: 2014-07-30

News links for 30 Jul 2014

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Europe: A plan to boost economy by cutting taxes

Europe: A plan to boost economy by cutting taxes

By Andrea Terzi originally published at Social Europe and republished with consent of Author The anti-austerity vote in the European elections reflected two different kinds of discontent. One is a feeling of frustration, which is invigorating nationalism: the vote for “less Europe.” The other is a lack of confidence in current EU policies: the vote for “another Europe.” In both […]

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Links: 2014-07-29

Links: 2014-07-29

News links for 29 Jul 2014

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On Ukraine, the Indian mobile space and Abenomics

On Ukraine, the Indian mobile space and Abenomics

Russia is signalling de-escalation in Ukraine, at least on economics
The mobile battle is moving to India
The limited window on Abenomics is closing

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Links: 2014-07-28

Links: 2014-07-28

News links for 28 Jul 2014

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Economic and market themes: 2014-07-25 Ukraine, China, Japan, technology overvaluation

Economic and market themes: 2014-07-25 Ukraine, China, Japan, technology overvaluation

Ukraine is at risk of becoming a failed state
China’s growth is due to stimulus
Japan’s macro figures worsen
Microsoft’s strategy is weak
Facebook is overvalued

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Links: 2014-07-25

Links: 2014-07-25

News links for 25 Jul 2014

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