From the category archives:

economy

Well, we are now officially in the middle of a full-blown European debt crisis threatening to spread globally again.  All the more reason we might see further stimulus in the US sooner rather than later.
Ahead of a 2 billion Euro bond auction, Spanish yields soared after ratings agency Fitch downgraded Spanish debt in light of [...]

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Heads of the Federal Reserves of Atlanta, St. Louis and San Francisco this week have all expressed agreement on the fact that more stimulus – aka monetary accomodation -  is needed for the US economy.  John Williams (San Francisco), Dennis Lockhart (Atlanta) and James Bullard (St. Louis) – all voting members of the FOMC (Federal [...]

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Top economic advisors and analysts are shouting a common refrain these days. And when two of their more prominent issue global economic warnings forecasts in the same morning, you want to listen. I’ve also outlined what I see as the developments in trends over the next five years, and many of them provide a broader [...]

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Large movements of money are under way in Europe these days, as knowledgeable Southern Europeans withdraw from Italian, Greek and Spanish banks and seek for safer places to leave their cash.  This is the main push behind the drop in German Bund yields, which are now acting in similar fashion to Treasuries as a safe [...]

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In some sense, economics itself is about predicting the future. It makes forecasts based on past performance and behaviours.  Statistics, quarterly reports and other numerical data facilitate this process.  In order to plan your own life out another 5 years or more, in order to achieve goals you’ve set, you adopt budgets and you might [...]

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Will Eurobonds be the solution to the European fiscal mess?  There’s so much debt out there already, can more European debt really be the answer?
Nevertheless, the “Eurobond” is what Italian Prime Minister Mario Monti has proposed as a way out of the European debt situation.  Perhaps a Eurobond offering would calm global markets over European [...]

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The global balance of the world’s big spenders and buyers is shifting.  The total share of world imports is moving away from the developed economies and towards the emerging markets.  You knew this.  But it’s happening sooner than you think.
Based on forecasts from the WTO and The Economist, here are ten key facts about the [...]

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