The true unemployment rate in the United States is actually higher than we think – at 11.5%, said Stephen Roach, Asia chairman of Morgan Stanley. “The (official) unemployment rate at 9.7% is distorted downwards by at least...
Read MoreThis post is a guest contribution by Asha Bangalore* of The Northern Trust Company. The employment report of February summed up the current economic situation as showing small positive improvements from the prior month, with...
Read MoreSource: Dave Granlund, Comics.com, March 8, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Steven Sears (Barron’s): Controverting complacency, March 8, 2010. It is now quite fashionable for anyone...
Read MoreThis video is a visualization of Matt Taibbi’s article “Inside the great American bubble machine” on how Goldman Sachs has engineered every major market manipulation since the Great Depression. Click here for Taibbi’s article....
Read MoreThis post is a guest contribution by Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog. Crude oil surged to its highest level in almost eight weeks and gasoline also rose to a 17-month high...
Read MoreSource: Nate Beeler, Comics.com, March 1, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe Chicago Fed National Activity Index (CFNAI) is a US economic indicator that receives less publicity that others, but is worth keeping an eye on. According to the Chicago Fed, “when the three-month moving average of the CFNAI...
Read MoreIn this video interview, Chris Wood, CLSA’s Asia strategist and author of the top “Greed & Fear” newsletter, shares his views on global markets with CNBC. Wood said: “My view is that there is an inevitable endgame as a...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Andy Xie (China International Business): A change of mindset, March 5, 2010. The biggest policy debate...
Read More
