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The Financial Crisis Is Not Over
The June Monthly Commentary By Annaly Capital Management. The Economy: The financial crisis is not over The Residential Mortgage Market: The tale of "fails" in the mortgage market The Commercial Mortgage Market:…
Euro, US Equities Prove Unable To Sustain Bounce
Highlights US dollar was mostly softer vs. the majors, with EUR/USD trading above 1.20 briefly before falling back late in the day on US equity weakness. Bounces remain hard to sustain, so once this period of consolidation ends, we…
Debt Growth Drives GDP Growth
By Annaly Salvos. We breathlessly await the release of the next Z.1 from the Federal Reserve on June 10 to check on a number of things, such as the change in the amount of equity in the average American’s home in the first quarter, but we…
Canadian Housing Bubble Showing Cracks
Canada has had quite a run in its property market. But, the most recent data are a bit soft. David Rosenberg writes: After a string of above-expected economic data releases, Canadian housing starts missed the mark. Starts sunk 6.3% MoM,…
The Coming Apple iOS – Android Wars
In my last technology post, I wrote that we are moving to an Internet-centric world where your computing device or operating system are less important because your data will live and breathe in the Internet cloud. Google, in particular, is…
Seven Constructive Remarks About the Euro
It has been all about euro weakness of late, with the market selling heavily and sometimes overreacting to any kind of bearish development (see last Friday’s exaggerated price action following a diplomatic gaffe by Hungary’s politicians).…
Edward Hugh profiled in the New York Times and other links
Must-Read Blog Prophet of Euro Zone Doom - NYTimes.com The Usual Fare BBC News - Finland in double-dip recession Sarkozy, Merkel urge faster EU curbs on speculation - National Post BP well may be spewing 100,000 barrels a…
Euro as Reserve and Invoicing Currency
A news wire is reporting that Russia remains committed to diversifying its reserves and has not changed its view of the euro. This is consistent with what several other central banks, including China, Japan and South Korea have…
The World Cup and Economics 2010
Who are you picking to win it all? Here's what Goldman Sachs thinks (hat tip Barry Ritholtz). Goldman World Cup 2010
The Future of Computing and The Coming Apple – Android Wars
Right now, we are watching what I believe is a game changing power struggle in the technology world as we move to a cloud computing, platform-independent world. It pits Google and its ubiquitous presence on the Net against Apple and its…