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 articles 1-10 / 13   page 1 of 2 »  
 
"Japanification"
Although deflationary winds are a risk in the developed world, they have yet to become embedded in expectations.
PIMCO, Viewpoints, August 2012 , Scott A. Mather

War and Peace: a tale of two economies
Nominal and real return on assets classes for Japan and Switzerland over the past 100 years.
Investments Office , Ronald Weber

Financing the Global Transition
Interesting remarks on the current financial situation by the Governor of the Bank of Canada
Mark Carney, Governor of the Bank of Canada , 21 June 2012

How heavenly is the German haven?
Angela Merkel stated last week: “Germany is strong. Germany is the economic engine and the anchor of stability in Europe. (...) But Germany’s strength is not infinite”. We could not agree more with the latter part.
Lombard Odier, June 21, 2012 , Investment Strategy Group

Hugh Hendry 2012 Letter and Views
After two years of silence, Hugh Hendry is back and still at his best with a new investment and shareholder letter.
The Eclectica Fund, April 2012 , Hugh Hendry

La Grèce Contemporaine
Observations on Greece's Public finances from 1858. Some things never change!
Troisième Edition, Paris 1858 , Edmond About

UK Public Debt as a percentage of GDP since 1692
HM Treasury; Gregory Clark (2008), www.ukpublicspending.co.uk; Office of National Statistics; McKinsey Global Institute

US Government Debt as a percentage of GDP since 1792
www.usgovernmentdebt.us

An American History Lesson for Europe
You can draw your own conclusions and parallels with Europe today, and the U.S. Federal Government bailout of the States in 1789, and its refusal to do so again in the 1840s !
WSJ, February 3, 2012 , Thomas Sargent

These PIIGS Went to Market
For the two PIIGS still going to debt market (Italy and Spain, the others have been bailed out), where are we now? Debt auctions so far have largely gone just fine, with ample coverage and falling yields.
Fisher Investments MarketMinder , 03.02.2012


 

Themes

 

Asia

Bonds

Bubbles and Crashes

Business Cycles
Central Banks

China

Commodities
Contrarian

Corporates

Creative Destruction
Credit Crunch

Currencies

Current Account

Deflation
Depression 

Equity
Europe
Financial Crisis
Fiscal Policy

Germany

Gloom and Doom
Gold

Government Debt

Historical Patterns

Household Debt
Inflation

Interest Rates

Japan

Market Timing

Misperceptions

Monetary Policy
Oil
Panics
Permabears
PIIGS
Predictions

Productivity
Real Estate

Seasonality

Sovereign Bonds
Systemic Risk

Switzerland

Tail Risk

Technology

Tipping Point
Trade Balance

U.S.A.
Uncertainty

Valuations

Yield