By Cees Bruggemans, Chief Economist of FNB.Central banks claim, with some justification, they can do only so much. But what they do hardly ever remains without effect.The main modern objective of monetary policy is to keep...
Read MoreThe paragraphs below are an excerpt from the October edition of Marc Faber’s monthly newsletter, The Gloom, Boom and Doom Report (courtesy of The Daily Reckoning).No matter what central bankers and the cheerleading, mostly...
Read MoreIn a panel about getting America back from the depths of economic despair at The Daily Beast’s Innovators Summit – Reboot America in New Orleans, Niall Ferguson, historian and Harvard Business School professor, told Sir Harold...
Read MoreThis post is a guest contribution by Rebecca Wilder, author of the News N Economics blog.I present an update on aggregate demand using the highest frequency of economic data available, U.S. Treasury tax receipts. Tax receipts...
Read MoreDon Coxe has updated his popular webcast on Friday, October 22, 2010 – 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...
Read More“You can’t be short a market where the Fed is saying ‘we’ll do whatever it takes to hold up every asset class’,” said Barry Ritholtz, CEO of Fusion IQ and author of Bailout Nation in an interview with Yahoo! Finance – Tech...
Read MoreIn this post, Charlie Rose sits down withRobert Reich, professor of public policy at the University of California, Berkeley, to discuss discusses the U.S. economy and his book “Aftershock: The Next Economy and America’s Future”....
Read MoreThis post is a guest contribution by Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog.Oil prices have continued to soften at $82.51 a barrel for November delivery on the NYMEX Friday after...
Read MoreBy Cees Bruggemans, Chief Economist of FNB.The Americans and Chinese remain equally adamant about their domestic priorities. In the process the rest of the world gets flooded by yield-seeking liquidity, yet further boosted by...
Read MoreThe surge in global stock markets led me to have a look at the valuation of the equities and especially the S&P 500 Index. In the paragraphs below I consider various valuation measures in order to get a feel for whether the...
Read More
