Author: Vivian Lewis

A  few comments on the GNP numbers which spooked the market today. Q2 saw growth at only 2.4% (annualized) whereas the expectation was it would be 2.6%. The number in any case is off from the 3.7% growth rate of Q1. ...

 Bloomberg via Deepak Lalwani   ADR OFFER PRICES (US$) NEW YORK – 28 July 2010: 15:30 GMT Company Day’s Day’s Premium/   Price Change Discount DrReddy $28.35 27¢ -0.60% Satyam 5.05 5¢...

 More from his summer round up from Jeremy Grantham of Grantham, Mayo, Otterloo, fund managers; “High quality stocks were left very much behind in the great rally last year, the biggest and most speculative since...

  There’s a bear in the China shop. China is not the best emerging market to invest in, says Julian Thompson, Portfolio Manager, Threadneedle Emerging Markets Fund: The sustainability of the investment cycle looks to...

  As we forecast, Israel has raised interest rates again, by 1/4% as expected, with effect August. 1 to 1,75%.   At reader RE’s request I will comment on the sharp decline in bank lending. He asks me to do...

Today I spotted many forecasts on the future price of gold, ranging widely. Recent gold bear Tom McClellan had the best note, warning that because of a full moon there may be a shift in the market direction, meaning a price...

    Readers have asked that I stop covering the macroeconomic debate, some because they are bored, others because they agree with me, and others because they disagree. So I will defer to Ben Bernanke and Jean-Claude...