Insights

 

FX Outlook
July 12, 2010 Posted by

India is certainly in a dynamic economic phase with inflation breaking the 11 percent mark last year. The contributing factors a booming domestic manufacturing sector (industrial production index at 59 versus all time high of 61.8), strong employment growth, government

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Quarterly Economic Report
July 12, 2010 Posted by
It’s been interesting to watch the markets set up for alternating scenarios through this downturn. Several times during the last 22 months since Lehman went under, fears of inflation have swept in like waves on the beach. Just as quickly the water receded from the shore.
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FX Outlook; Asia
July 06, 2010 Posted by
On June 19, the People's Bank of China (PBOC) vowed to increase the Chinese CNY's flexibility and abandoned a 23-month-old peg to the USD. Chinese authorities had prevented the currency from strengthening, with the CNY essentially pegged to the USD since July 2008 to help exporters cope with sliding demand triggered by the global financial crisis.
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Economic Outlook
July 06, 2010 Posted by
Watching the global economy can be rather perplexing these days.

It seems you need to be up to speed on everything from Chinese wages to Greek pensions in order to understand where the global economy is headed. And for those of us over 40 (Yes, given the extreme changes in technology over the last 10 years, 40 can easily put you over the hill these days.) keeping up with a 24-hour news cycle is exhausting.
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Observation Deck
July 01, 2010 Posted by
The Federal Open Market Committee has once again reiterated the proverbial “extended” remark, regarding leaving the target interest rate unchanged in the range of zero to 0.25 percent. It is becoming more likely that the first rate increase is about a year away. Here's why.
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FX Outlook; Europe
June 29, 2010 Posted by
This week I want to cover most of the different things that are destabilizing markets, what trends they are creating and what to look out for as far as their potential to affect different currencies.
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Economic Outlook
June 29, 2010 Posted by
An interesting white paper was released last month by Fed economists looking into a decision faced by many homeowners today: when to default.
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FX Outlook
June 22, 2010 Posted by

As a rule, I prefer to avoid the use of these acronyms whenever possible. In this case, however, I simply could not resist a nod to George Orwell's Animal Farm. In the novel you may recall that the pigs, who held a leadership position on the farm and became increasingly content with the perks associated with their power, eventually changed one of the central rules governing the farm from "all animals are equal" to "all animals are equal, but some are more equal than others." A similar theme can be applied to the troubled euro zone countries commonly referred to as the PIIGS (Portugal, Ireland, Italy, Greece and Spain).

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