Evening Reading -December 8, 2010
FT Alphaville on U.S. and European sovereign bonds * BeyondBRICs on Vale Hong Kong listing * Calculated Risk on commercial real estate * The Big Picture on amusing Google
Global Macro Perspectives
FT Alphaville on U.S. and European sovereign bonds * BeyondBRICs on Vale Hong Kong listing * Calculated Risk on commercial real estate * The Big Picture on amusing Google
FT Alphaville on (third) failed German government bond auction and yesterday’s sell-off in the U.S. treasuries * Macro Man on gold and (again) yesterday’s sell-off in the U.S. treasuries * Econbrowser on correlation between money base growth and inflation * Calculated Risk on tax cuts and (extended) unemployment benefits and * The New York Times on tax cuts.
Alphaville on potentially two-tired Italian interbank market and coming (again) European stress tests; BeyondBRICs on Chinese and world education; The Big Picture comparing 2005 and 2009 rallies; The Slope Of Hope on silver and Calculated risk on job market.
Value Expectations on S&P 500 revenue growth; Distressed Debt Investing on High Yield Strategy; Business Insider (Doug Short) on Inflation; Alphaville on tax cuts; BeyondBRICs on China credit growth goals and Macro Man on gold vs. real interest rates.
News from the the future (2013): After receiving a 30% haircut Greece debt to GDP ratio is at 112%. Sustainable…o yeah.
More on ECB peripheral Europe bond purchases; help Tim from The Slope Of Hope win a Nissan LEAF.
China, next crisis and U.S. bank failures…
FED bailouts, Chinese interest and exchange rate(s), Global interest rate, Corruption in Kazakhstan and last remaining bears.
Euro, Spain, Greece, Peripheral Europe Spreads, End of Rally, Morgan Stanley bailout and 19th century exams…
Jean-Claude Trichet and ECB doing nothing, QE, central bankers and World Cup hosts…
QE2 bad for emerging markets?; Spain debt problems, ECB bond buying or not; Improving employment in the U.S. and top economic forecasters.
Euro crisis, FED liquidity (poor Lehman), Goldman turning bullish, Beige Book, U.S. motor vehicle sales…
China and OECD leading indicators, Portugal on negative credit watch and Euro crisis….
QE3, Wikileaks & BofA, insider trading, QE3 again, fast growing (emerging) frontier countries, Mr. Hoenig gets a companion, Gazprom and RDS friends…again…
Interesting posts, interviews and videos today.
Interesting posts for the second half of the day…