By Cees Bruggemans, Chief Economist of FNB.It looks like there were ultimately two moments of truth in recent times. The moment of panic crisis (back in late 2008), and again very recently once past the initial recovery bounce...
Read MoreChina’s CFLP Manufacturing PMI for August increased slightly to 51.7 from 51.2 – the first increase in 4 months. The uptick was in line with my forecast based on the historical seasonal pattern. Although the PMI is still above...
Read MoreMarc Faber, author of the Gloom Doom & Boom Report, believes the greatest risk to global economy is the impending inflation that will occur due to easy central bank policy and money printing. Faber says Friday’s “key...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ.As seen in the chart below, the American Association of Individual Investors (AAII) equity allocation is currently 5% below its historical mean of 60%. Typically levels...
Read MoreYale economist Robert Shiller says weakness in jobs and housing could cause the U.S. economy to fall back into a recession.Source: CNN Money, August 31, 2010. Did you enjoy this post? If so, click here to subscribe to updates to...
Read MoreThe chart below of the number of FDIC-insured “problem” institutions (courtesy of Clusterstock – Business Insider) clearly shows the industry still has a long convalescence period ahead. A new high was made in Q2 and a reversal...
Read MoreDebating whether subsidizing unemployment will create more of it, with Robert Reich, former Labor Secretary, and Robert Barro of Harvard University.Source: CNBC, August 31, 2010.Did you enjoy this post? If so, click here to...
Read MoreThe report below comes courtesy of Nouriel Roubini’s team of analysts at RGE, taking a look at some recent monetary policy trends in advanced economies. This content is excerpted from a longer piece, “Global Monetary Policy...
Read MoreSource: Tom Toles, Slatev.com, August 30, 2010.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, Chief Economist of FNB.Source: Cees Bruggemans, First National Bank, August 31, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
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