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Previous Stories

The Next Three Weeks At A Glance

Dec 24 2009

A preview of economic data releases over the holiday period.


Rudi On Thursday

Dec 13 2009

Weekly musings from your editor. What to expect from 2010 in the absence of a market consensus?


Greece Is The Word

Dec 09 2009

Greece’s credit downgrade once again highlights problems in the EU structure.


Rudi On Thursday

Dec 07 2009

Weekly musings from your editor. This is the transformation, says Goldman Sachs, when “Hope” turns into “Growth”.


Rudi On Thursday

Nov 30 2009

Weekly musings from your editor. Some insights and observations regarding commodities for the year ahead.


Dubai – The Train Wreck That Was Waiting To Happen

Nov 27 2009

Dubai debt issues should not be a surprise to anyone, but the markets are currently sensitive to any further scares.


Market Complacency And Dubai Debt Prove Lethal Cocktail

Nov 27 2009

Yesterday the Dubai government reminded everyone the world remains full of risks. But was complacency growing too high anyway?


Rudi On Thursday

Nov 23 2009

Weekly musings from your editor. Banks or resources? Find your answer inside.


Asset Bubbles As a Policy Tool

Nov 19 2009

A recent article by former FED governor Frederic Mishkin suggests asset bubble creation is an economic policy tool but CIBC questions whether this is good policy.


SocGen Sounds The Alarm, Again

Nov 19 2009

Noted bear SocGen has told clients to prepare for a possible global collapse over the next two years.



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