Markets
Sector Mini Rotation Late 2009 Considerations
In the twelve months since October 2008, purveyors of Armageddon held sway for the first six months and then since March 2009 holding sway have ……Read More
Business
Markets
Conundrum(s) Revisited – Equities,fixed income and bullion
With capital markets aspiring to a rapid return to normality, it is appropriate to examine conundrums as well as linkages between equities, fixed income and ……Read More
Economy
Markets Aspire to Immaculate Transition; Reality Tougher
We see corrections as being an essential part of checks and balances that ascertain the robustness of assumptions being built into markets. In this context, ……Read More
Economy
Risk of Addiction to O.P.M.-Other People’s Money
As cyclical indicators worldwide indicate bottoming out and amidst crucial meetings from Jackson Hole for central banks last week to later this week the London ……Read More
Economy
Many A Slip Twixt The Cup And The Lip
Although different from complacency after strong growth into 2007, now we see complacency of a different hue. The perfect certainty recently on display in the ……Read More
Economy
Consumers Are Not Bamboo Green Shoots;Market Risk and Rates
Globally, we see the consumer as not the economic equivalent of bamboo green shoots—one of the hardiest and fastest growing plants used in Asia from ……Read More