Forget Financial Collapse, Get Ready for an Economic Horror
http://www.econmatters.com/2012/02/forget-financial-collapse-get-ready-for.html
The Next Big Story in Asia
http://www.dailywealth.com/
10 Worrying Signs That Your Stock May Be A Value Trap
http://www.dailymarkets.com/stock/2012/02/09/10-worrying-signs-that-your-stock-may-be-a-value-trap/
Storm Warning: Financial Tsunami Heading This Way
Tel Aviv University (TAU) researchers develop financial "seismograph" for early detection of collapse waves in the global market.
The Crash Of 2012: The Storm Is Coming
http://www.wariscrime.com/2012/01/30/news/the-crash-of-2012-the-storm-is-coming/
What's Behind the Sinking Global Shipping Sector?
http://www.econmatters.com/2012/02/whats-behind-sinking-global-shipping.html
Forget Financial Collapse, Get Ready for an Economic Horror
http://www.econmatters.com/2012/02/forget-financial-collapse-get-ready-for.html
Portugal in Deep Trouble
http://www.econmatters.com/2012/02/portugal-in-deep-trouble.html
Was Gold Action Signaling a Top in the S&P 500?
http://www.econmatters.com/2012/02/was-gold-action-signaling-top-in-s-500.html
Iran is Now a Full-Blown Crisis, Stage Set for $200 Oil
http://moneymorning.com/2012/02/08/iran-is-now-a-full-blown-crisis-stage-set-for-200-oil/
Gold Will Advance to $2,500 If Euro Zone Breaks Up - Capital Economics
Buy, Sell or Hold: When to Buy Shares of Facebook
http://moneymorning.com/2012/02/07/buy-sell-or-hold-when-to-buy-shares-of-facebook/
Timing the Market: Predicting When the FED Will Act Next (Feb 12)
Conclusion
There is likely to be more easing this year, probably in late Q1/early Q2 2012 as the officially acknowledged CPI figure drops below that deemed politically acceptable. I expect that commodity prices will continue to be the biggest beneficiaries from the easing and will move in advance of the easing. This will itself present problems further down the road as the commodity price increases feed through into the official CPI measure, at which point “inflation” will become the major political concern again and policy will have to become more restrictive. This will spell danger for the future.
http://www.econmatters.com/2012/02/forget-financial-collapse-get-ready-for.html
The Next Big Story in Asia
http://www.dailywealth.com/
10 Worrying Signs That Your Stock May Be A Value Trap
http://www.dailymarkets.com/stock/2012/02/09/10-worrying-signs-that-your-stock-may-be-a-value-trap/
Storm Warning: Financial Tsunami Heading This Way
Tel Aviv University (TAU) researchers develop financial "seismograph" for early detection of collapse waves in the global market.
The Crash Of 2012: The Storm Is Coming
http://www.wariscrime.com/2012/01/30/news/the-crash-of-2012-the-storm-is-coming/
What's Behind the Sinking Global Shipping Sector?
http://www.econmatters.com/2012/02/whats-behind-sinking-global-shipping.html
Forget Financial Collapse, Get Ready for an Economic Horror
http://www.econmatters.com/2012/02/forget-financial-collapse-get-ready-for.html
Portugal in Deep Trouble
http://www.econmatters.com/2012/02/portugal-in-deep-trouble.html
Was Gold Action Signaling a Top in the S&P 500?
http://www.econmatters.com/2012/02/was-gold-action-signaling-top-in-s-500.html
Iran is Now a Full-Blown Crisis, Stage Set for $200 Oil
http://moneymorning.com/2012/02/08/iran-is-now-a-full-blown-crisis-stage-set-for-200-oil/
Gold Will Advance to $2,500 If Euro Zone Breaks Up - Capital Economics
Buy, Sell or Hold: When to Buy Shares of Facebook
http://moneymorning.com/2012/02/07/buy-sell-or-hold-when-to-buy-shares-of-facebook/
Timing the Market: Predicting When the FED Will Act Next (Feb 12)
Conclusion
There is likely to be more easing this year, probably in late Q1/early Q2 2012 as the officially acknowledged CPI figure drops below that deemed politically acceptable. I expect that commodity prices will continue to be the biggest beneficiaries from the easing and will move in advance of the easing. This will itself present problems further down the road as the commodity price increases feed through into the official CPI measure, at which point “inflation” will become the major political concern again and policy will have to become more restrictive. This will spell danger for the future.
Schaeuble Blesses Gaspar: German FinMin Promises To Rescue Portugal
UPDATE: Ironic timing (via Bloomberg)...*VENIZELOS SAYS GREECE FACES CHOICE OF STAYING IN EURO OR NOT, *GREEK DEBT SUSTAINABILITY NO WAY NEAR 120%, DE JAGER SAYS, and *ECB SHOULD CONTRIBUTE TO REDUCTION OF GREEK DEBT, JUNCKER SAYS
Greek Deal Done? Not So Fast Says IMF
* IMF SAYS IT'S NOT FORCING AUSTERITY ON GREECE AS TALKS CONTINUE - BBG
* RICE SAYS IMF "WELL AWARE HOW DIFFICULT' IT IS FOR GREECE - BBG
* IMF'S RICE SAYS IMF MINDFUL OF `HARDSHIPS' IN GREEK PROGRAM - BBG
* RICE DECLINES TO SAY WHAT IMF SHARE OF NEXT GREEK LOAN WILL BE - BBG
But the most ominous of all:
* IMF SAYS 'PRIOR ACTIONS' LIKELY TO BE REQUIRED BEFORE FUND OK OF NEW GREEK LOAN PROGRAM - DOW JONES
Calm Before The Storm? Credit Plunges As VIX Futures Jump Most In 2 Months
http://www.zerohedge.com/news/calm-storm-credit-plunges-vix-futures-jump-most-2-months
UPDATE: Ironic timing (via Bloomberg)...*VENIZELOS SAYS GREECE FACES CHOICE OF STAYING IN EURO OR NOT, *GREEK DEBT SUSTAINABILITY NO WAY NEAR 120%, DE JAGER SAYS, and *ECB SHOULD CONTRIBUTE TO REDUCTION OF GREEK DEBT, JUNCKER SAYS
Greek Deal Done? Not So Fast Says IMF
* IMF SAYS IT'S NOT FORCING AUSTERITY ON GREECE AS TALKS CONTINUE - BBG
* RICE SAYS IMF "WELL AWARE HOW DIFFICULT' IT IS FOR GREECE - BBG
* IMF'S RICE SAYS IMF MINDFUL OF `HARDSHIPS' IN GREEK PROGRAM - BBG
* RICE DECLINES TO SAY WHAT IMF SHARE OF NEXT GREEK LOAN WILL BE - BBG
But the most ominous of all:
* IMF SAYS 'PRIOR ACTIONS' LIKELY TO BE REQUIRED BEFORE FUND OK OF NEW GREEK LOAN PROGRAM - DOW JONES
Calm Before The Storm? Credit Plunges As VIX Futures Jump Most In 2 Months
http://www.zerohedge.com/news/calm-storm-credit-plunges-vix-futures-jump-most-2-months
No comments:
Post a Comment