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What do banking crises have to do with consumption?
Just three days after returning to Beijing from New York, I had to leave again, this time to a series of conferences in Torino, Italy, so it is hard to do much writing for my blog, especially since I won’t spend my free time in the hotel…
Forex Drivers in Q3
As we begin the second half of what has already been a challenging year, it may be helpful to consider the potential drivers of the global capital markets. As always, numerous factors have to be juggled. Now however,…
Mauldin: The Dismal Science Really Is
There's a reason economics is called the dismal science, and weeks like this just give it further meaning. In economics, there is what you see and what you don't. This week we are going to examine the headline data we all see and then take…
On Creating Jobs, More on Deepwater Horizon and Other Links
Topic of the Day: Deepwater Horizon Oil Disaster Gulf oil spill likely to reach Florida Keys, Miami, report says - latimes.com Should BP nuke its leaking well? - National Post Scientists confirm Gulf floor is beyond repair and…
ECRI Weekly Leading Index Growth Lowest In 13 Months
A measure of future economic growth fell slightly in the latest week, while its annualized growth rate continued to decline, indicating the economy is about to slow, a research group said on Friday. The Economic Cycle Research…
Econ 101 a year later…
By Annaly Capital Management. Today marks the one-year anniversary of the launch of Annaly Salvos, and we thought we would take advantage of this milestone to revisit the graph at the heart of our very first post. It is a snapshot of the…
Inventory Cycle Has Run Its Course
The ISM manufacturing index fell much more than expected, but close to what our models were foreshadowing — down 3.5 points, to 56.2 in June, the low-water mark of the year. The number of industries reporting growth fell to 13 from 16 in…
Links: 2010-07-02
Paul Krugman wants to reach out and punch someone - FT Alphaville Kvinder bliver mere og mere kriminelle - dr.dk YouTube - TheModernMystic's Channel - This is the Real Dire Deal Euro unemployment holds at 10pc -…
China Looks Cheap
When China first announced on 19 June that it was going to reintroduce flexibility into its exchange rate mechanism, we advised caution; warning that it may take some time for China's intentions to be clarified. The market's…
Are Iceland’s Banks About To Go Bust Once Again?
It seems so if you read the latest from the Financial Times (hat tip Marshall Auerback): Iceland's banking sector is facing a fresh wave of losses after a court ruling raised doubts over the legality of billions of dollars of loans.…