The ECB is in a difficult position.
Tuesday, 24 April 2018 | 11:44 am
The European economy has long been bogged down with structural impediments and the challenges of a partially unified single market. Yet in 2017, the European economy experienced a significant pick up. PMIs surged and GDP growth recovered to levels before the 2011 European crisis. Some of the strength has come from a rebound in international
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This is fake news:
Thursday, 29 March 2018 | 10:51 am
Humphrey: This fake news has to stop and we are going to be the ones who have to stop it. As it is information or possibly misinformation has proliferated around the internet while our reliance and faith in Google or Wikipedia has grown to dependence. It’s a dangerous state of affairs when people trust wholeheartedly
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One Minute Into The Future: When The Market Turns, Everything Takes A Loss. Well, almost everything.
Thursday, 29 March 2018 | 9:55 am
Equities and expensive and credit spreads are tight. Some investors may be able to eke out further returns, even safely, if they are familiar with certain markets such as the ABS and leveraged finance markets. Eventually, given the weight of capital chasing returns, even these pockets of value get crowded. In the long only world,
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Brexit. You can’t expect to negotiate a divorce with conjugal rights.
Friday, 16 March 2018 | 9:00 am
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Global Trade War Revisited
Friday, 16 March 2018 | 8:34 am
This article was originally posted Sep 7, 2017. It is updated for new trade data Feb 2018. The Trade War continues. Since 2011, the Obama administration has been actively pursuing a program of reshoring. http://agmetalminer.com/2015/01/22/obamas-manufacturing-centric-state-of-the-union-youll-never-hear/ Donald Trump’s agenda only seeks to bolster or exacerbate an existing trend. As global growth slows, every country seeks
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