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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.
