There are green shoots of different shapes and sizes everywhere, but not on the employment front. The chart below comes courtesy of Clusterstock – Business Insider and shows the number of mass layoffs according to the...
Read MoreThis post is a guest contribution by Asha Bangalore* of The Northern Trust Company. The tone of the policy statement and details are largely close to expectations. The federal funds rate was left unchanged at 0%-0.25%. The...
Read MoreHat tip: The Big Picture, September 23, 2009. 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 thought-provoking articles I have read over the past few days that you may also find of interest. • Robert Reich (The Huffington Post): Why the Dow is hitting 10,000 while everyone else is...
Read MoreThis is a guest contribution by Damien Hoffman, editor-in-chief of the very popular Wall St Cheat Sheet blog. Make sure to put this site on your must-read list. Josh Rosner is the inaugural recipient of our first annual Medal of...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. The core inflation rate has dropped to 1.4%, while the unemployment rate surged to 9.7%….to date. And barring some unforeseen and...
Read MoreSource: Tom Toles, September 16, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe stock market assessment below comes from highly regarded David Rosenberg, chief economist and strategist of Gluskin Sheff & Associates. The S&P 500 is trading north of a 26x P/E multiple on trailing operating...
Read MoreBy Cees Bruggemans, Chief Economist, FNB The goal posts, they are a-moving (paraphrasing Bob Dylan about the changing times he lived in). If we take for granted that the SARB prefers a constant real interest rate over time as a...
Read MoreThis post provides links to a number of thought-provoking articles I have read over the past few days that you may also find of interest. • Dan Holland (RealClearMarkets): An interview with Doug Kass, September 21, 2009. Hedge...
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