Summary UK: Growth suggests an early move on rates China: The IMF’s 3 reasons not to worry about a crisis in China United States: Consumer Confidence remains robust Eurozone: Money supply slows as Core CPI rebounds Eurozone: Spain and inflation… Read More ›
Summary Tweet me: All eyes on Twitter today Russia: Stocks rebound as US sanctions targeted at bigwigs Eurozone: Liquidity strains will push ECB to lower rates United States: Good news from the crucial housing market Good morning from a… Read More ›
Summary UK: Housing market on steroids Russia: Why central banks never learn United States: The Yanks are feeling good about themselves United States: Inequality and the housing conundrum Week ahead: Big data in the US and the EZ are out… Read More ›
Summary Tech: The comeback of Larry Page Botox: Beauty is in the eye of the shareholder Ukraine: serious escalation in past 24 hours Turkey: Posh restaurants and unsold apartments! Good morning Hope you are in good form this morning! I… Read More ›
Summary Dominoes teetering in Ukraine United States: New home sales collapse United States: Same old story for US corporate earnings but how sustainable is it? Eurozone: Business sentiment suggests 2% GDP growth in 2014 Good morning, Things are heating up… Read More ›
Summary Russia accuses Ukraine of violating last week’s agreement Eurozone: The ‘Hows’ and ‘Whats’ of European QE United States: What we learned about the US economy last week Week ahead: US Earnings will be a catalyst in the coming days… Read More ›
Summary Europe: We have long memories US deficits: Stargazing Gold: Asian demand cools Equities: A few thoughts on tech Good morning Now that those Russian separatists are getting killed in the Ukraine, it will be hard to see Putin… Read More ›
Summary China: Q1 GDP beats expectations United Kingdom: BoE is stuck between a rock and a hard place United States: CPI surprises to the upside Eurozone: Business expectations turn lower Portfolio: Adding to our China long Good morning, Chinese… Read More ›
Summary Ukraine’s central bank hikes discount rate to 9.5% from 6.5% China: Stocks lower as money supply growth disappoints Australia: RBA Minutes: No major changes; little focus on house prices; caution on labour market United States: Retail Sales beat expectations… Read More ›
Summary Markets: Equities splattered across the board Eurozone: Draghi thinks Euro is too strong, and he’s right United States: Producer prices & consumer confidence up Eurozone: Greece will need more help over the next 2 years Week ahead: China GDP… Read More ›