Global stocks are struggling to get out of a bearish stranglehold, investors in mature-market bonds are having a field day and the Baltic Dry Index, widely watched by economists as an indicator of global trade, has...
Read MoreEconomists say it could be 2015 before unemployment is back down to 5.5%. WSJ’s David Wessel says for that to happen, business investment needs to lead the way. But that’s not happening …Source: The Wall Street Journal, July 16,...
Read MoreThis post is a guest contribution by Asha Bangalore, vice president and economist of The Northern Trust Company.Real GDP of the U.S. economy has recorded three consecutive quarters of gains averaging 3.5%, largely due to the...
Read MoreMarc Faber, publisher of the Gloom, Boom & Doom report, says we have to distinguish between what central banks and the governments in the Western world say and what they will do. “I am not a great believer in this austerity...
Read MoreThe table below, courtesy of J.P. Morgan (via U.S. Global Investors – Weekly Investor Alert), shows public sector debt of selected mature and emerging countries.“The contrast is staggering, particularly the rate at which debt is...
Read MoreDon Coxe has updated his popular webcast on Friday, July 16 – good news for his followers. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by clicking on...
Read MoreAnthony Bolton, Fidelity International’s star stockpicker, tells FT’s Asia Markets Correspondent Robert Cookson that future growth in China will come from domestic consumption rather than exports.Bolton’s China Special...
Read MoreSource: Eric Allie, Comics.com, July 15, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreBill Gross, co-founder and co-CIO of PIMCO, is to my mind one of the shrewdest money men around. His monthly newsletter, this month entitled “Alphabet Soup”, therefore always makes for thought-provoking reading.Here are the...
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