Nattering Nabobs
One of the most interesting debates in economic and investing circles today concerns the mental state of investors. Are they overly optimistic about the state of the economy, buying stocks with no regard for the risks? Or are they still so shell shocked that they’re willing to pay Uncle Sam to hold their money in T Bills? Stocks .. read more
On November 22nd, 2009,
posted in: Markets by Joseph Y. Calhoun Tags: brazil stocks, cap and trade, commercial real estate, cotton market, cpi, empire state survey, gold prices, Goldman Sachs, health care reform, housing starts, jobs summit, livestock commodities, market sentiment, natural gas bottom, negative rates on t bills, option arm resets, philly fed survey, ppi, real estate shadow inventory, recency bias, retail sales, taiwan stocks, US Dollar, Volatility index, yuan
Rio Rising
Brazilians celebrated in the streets Friday as the International Olympic Committee awarded the 2016 summer games to Rio de Janeiro. From an economic standpoint it is somewhat debatable whether winning the right to host the Olympics is worthy of celebration, but Brazilians, who never seem to need much encouragement in the celebrating department, have plenty .. read more
On October 4th, 2009,
posted in: Markets by Joseph Y. Calhoun Tags: bladex asia loan, bladex china development bank, brazil 2016 olympics, brazil budget surplus, brazil currency, brazil imf debt, brazil investment grade rating, brazil stock market, brazil stocks, chile free trade, china investments latin america, china petrobras, china venezuela, G-20, g-8, latin america inflation, latin american asia trade, peru free trade china, us dollar trend, us stock market correction, us unemployment, washington consensus
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