The May edition of the Reuters South African Survey of Economists has just been published. (The Reuters Econometer is a measure of economic sentiment drawn from a monthly poll of forecasts by leading economists in South Africa...
Read MoreThe spread on junk bonds has been declining consistently over the past few months and has now reached the lowest level since September last year. High-yield spreads, as shown by the Merrill Lynch US High Yield Index, have...
Read MoreThis post is a guest contribution by Paul Kasriel* of The Northern Trust Company. There is a lot in the press these days about how the recent rise in Treasury bond yields has the potential to abort a nascent economic recovery....
Read MoreSource: Robert Ariail, June 9, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreJeremy Grantham has become a familiar, and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, a fascinating interview with the co-founder and chairman of Boston-based GMO has just...
Read MoreThis is a guest post by Barry Ritholtz, editor of The Big Picture Blog and author of the newly released book, Bailout Nation. Over the past five years, I have appeared on various Financial TV shows over a 100 times. But I am...
Read MoreSource: Dwayne Booth, June 8, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreBy Cees Bruggemans The green shoots are apparently reaching higher. A cyclical gear change is underway, in which 2Q2009 will show much less of a GDP decline than 1Q2009. Either 3Q2009 or 4Q2009 will probably show the first...
Read MoreBy Cees Bruggemans There were various news items in recent days worth taking into account when trying to project macro policy. SARB Governor Mboweni was apparently given a clean bill of health in recent remarks made by President...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. During the very early stages of this advance off the then lows we would watch how the markets reacted to negative news flow. We did this to gauge whether all the bad...
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