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Featured Commentary & Analysis

Mark Noble

FX Outlook; Europe
July 20, 2010 Posted by
Only three short years ago, the British economy was considered to be the strongest in Europe. Open and competitive markets made the U.K. the shining example for globalization of the developed world.
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FX Outlook
August 11, 2009 Posted by
As the world economy suffers through its worst crisis in over 70 years, the various G-20 participants have independently implemented ways to rekindle global demand
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Joe Morgan, CFA

Economic Outlook
November 10, 2009 Posted by

In a previous column, I wrote that there is a desirable level of tax* revenue for every economy and that it necessarily changes over time. It is found at the peak of the utility curve for taxation, which is a difficult curve to define.

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Economic Outlook
August 17, 2010 Posted by
In February 2007, HSBC shocked the analyst community when it put aside $10.6 billion to cover future losses on bad mortgage debt. Other lenders were in a similar situation and a cascade of dour mortgage market predictions kicked off the - take your pick of names - liquidity, consumer leverage, credit quality, stock market, bond market, CDS market, sovereign debt, mismatched funding, euro, trade deficit, currency reserve, and interest rate crisis.
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Economic Outlook
January 18, 2011 Posted by
This nearly $3 trillion industry has provided daily liquidity and money market returns like clockwork for nearly 40 years. Then, in 2008, a fund manager loaded up on Lehman paper garnering some extra yield in hopes the Fed would provide a rescue.
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