February 2nd, 2012 by Belisarius
FT Alphaville: US unemployment “progress”
FT Alphaville: That Eurozone repo contraction, charted
FT Alphaville: The word from Zug – Xstrata confirms Glencore approach
Sober Look: Copper inventories shift from LME to SHFE
Tech Crunch: You Know What’s Cool? $1 Billion In Profits
FT BeyondBRICs: IMF to Argentina: so close, yet so far
FT BeyondBRICs: Brazil’s Vale: no more “no comment”?
Calculated Risk: U.S. Light Vehicle Sales at 14.18 million annual rate in January
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January 27th, 2012 by Belisarius
FT Alphaville: SocGen: hedgies short euro against dollar “like never before”
FT Alphaville: Portugal, back in the frame
FT Beyond BRICs: China: digger sales in the ditch
The Big Picture: Average Correlation of S&P 500 (1986-2012)
The Big Picture: The Shift from Manufacturing to Service Economy
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January 25th, 2012 by Belisarius
FT Alphaville: Apple wins at profits. And hyperbole
FT Alphaville: China is not rebalancing a) yet, or b) enough
FT Alphaville: Margin call, the LTRO movie
Macro Man: Non-Predictions for 2012 -Random
The Big Picture: The Fed again brings out its crystal ball
The Big Picture: Comparing Income, Corporate, Capital Gains Tax Rates: 1916-2011
The Big Picture: Euro Zone Bank Stress Test
The Big Picture: Fukushima Operator Admits 20% Increase In Radiation
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January 24th, 2012 by Belisarius
FT Alphaville: Flash PMIs and Germany’s bragging rights
FT Alphaville: Go directly to the ECB, do not pass Go, do not collect €200
FT Alphaville: UK debt: £1,003,900,000,000
FT Alphaville: Japan’s trade switcheroo
FT Alphaville: A Feng Shui facepalm
FT BeyondBRICs: India pauses on rates, cuts CRR
Bloomberg: Goldman Sachs Says U.S. Performance May Appear Better Than It Is: Economy
The Big Picture: Debt Doesn’t Matter ?
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January 23rd, 2012 by Belisarius
The Daily Stag Hunt: The Correlation Of Laughter At Fomc Meetings
Gavyn Davies: Fed to reveal almost all
Gavyn Davies: How the Fed defeated President Truman to win its independence
FT Alphaville: The LTRO rally is young, says SocGen
FT Alphaville: The ECB creates artificial life
FT Alphaville: Mark Faber on why equities are better than ‘safe assets’
The Big Picture: Is Anyone Any Good at Picking Hedge Fund Managers?
The Big Picture: SecondMarket: Private Company Market 2011 Report
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January 19th, 2012 by Belisarius
FT Alphaville: The EBA 9% rule and the Eurozone crisis
FT Alphaville: Who did, and didn’t, tap the three-year LTRO
FT Alphaville: BHL sur le late AAA
FT Alphaville: Greek lessons for Portugal
FT BeyondBRICs: Labour unrest in China – no letup soon
FT BeyondBRICs: [Snap]: Brazil cuts rates by 50bp
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January 18th, 2012 by Belisarius
The Big Picture: Google, Wikipedia, 1000s Go Black to Protest SOPA/PIPA
The Big Picture: Web Sites to Go Dark
The Big Picture: IMF wants more cash, glass half full or half empty?
FT Alphaville: Goldman in Q4…
FT Alphaville: China’s property sector goes from bad to worse
FT Alphaville: World Bank joins the gloomfest
FT Alphaville: The great Australian bond run
Calculated Risk: Industrial Production increased 0.4% in December, Capacity Utilization increased
the bonddad blog: The ECRI Weekly Leading Index, unmasked
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January 17th, 2012 by Belisarius
FT Alphaville: Don’t worry, it’s normal for China’s GDP to appear a little weird
An American Perspective from China: BBC: China’s 2011 GDP Numbers
FT Alphaville: Is it a rally, or is it short covering?
FT Alphaville: Citi results disappoint
FT Alphaville: How will the world live with $100 oil?
The Big Picture: 2011: Disastrous Year For Mutual, Hedge Fund Managers
FT BeyondBRICs: UBS on EM equity: where you’ve made money or lost it, and how that will change
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January 10th, 2012 by Belisarius
The Economist: More damning data
The Reformed Broker: Today in Groupthink: Wall Street’s S&P 500 Estimates
FT Alphaville: Our multi-speed world…
Calculated Risk: NFIB: Small Business Optimism Index increases in December
The Big Picture: Nonfarm Payrolls: A Tale of Two Charts
FT BeyondBRICs: China trade: the bad news
FT BeyondBRICs: China’s Riviera?
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January 3rd, 2012 by Belisarius
The Big Picture: The Cotton Candy Rally
FT Alphaville: “It is a big number…”
FT BeyondBRIC’s: China PMI: beware the calendar effect
FT BeyondBRIC’s: Chart of the week: high-speed rail
The Slope Of Hope: A Major Lesson from Last Year
Streetwise Professor: Time to Short the Russian Market!
The Reformed Broker: The Red Giant (Five Reasons Facebook is Over)
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December 22nd, 2011 by Belisarius
FT Alphaville: Q&A: The ECB’s three-year loans
Gavyn Davies: ECB balance sheet sucked further into the crisis
The Big Picture: Draghi speaks and will likely pat himself on back
The Big Picture: Dividend-Paying Stocks
The Big Picture: Global Earnings Estimates Analysis
Spiegel Online: Argentina’s Lessons for a Crisis-Ridden Europe
Pragmatic Capitalism: NOT SO MUCH “HEDGING” IN HEDGE FUNDS THIS YEAR…
FT Alphaville Video: Interview with Goldman’s Jan Hatzius
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December 20th, 2011 by Belisarius
The Big Picture: Peanuts, beer, 3 yr loans here!
FT Alphaville: A €360bn LTRO?
FT Alphaville: The carry trade and the goldilocks LTRO
Calculated Risk: Housing Starts increase in November
Marginal Revolution: Roman Empire More Equal than the United States
Naked Capitalism: Mark Ames: The Massacre Everyone Ignored: Up To 70 Striking Oil Workers Killed In Kazakhstan By US-Supported Dictator
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December 16th, 2011 by Belisarius
FT Alphaville: How big could the Sarko trade go?
FT Alphaville: More on the collateral crunch
FT Alphaville: It’s the balance of payments, stupid
FT Alphaville: A heretical glimpse into the ghost of copper future
The Big Picture: European bonds rallying sharply again
FT BeyondBRICs: India pauses on interest rates
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December 15th, 2011 by Belisarius
The Big Picture: What Changes Await Us in 2012?
The Big Picture: France losing its AAA? Market says long overdue
FT Alphaville: China’s iron ore imports mystery, solved…
FT BeyondBRICs: [video] Tensions rise over land in south China
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December 14th, 2011 by Belisarius
Macro Man: De-xia Vu
FT Alphaville: The Saudi production puzzle
FT Alphaville: Collateral crunch, commodity financing edition
FT Alphaville: As Chinese apartments go, so goes China
FT Alphaville: European banks ‘need tons of money’, says GMO
FT Alphaville: FOMC statement, 13 December 2011
FT Alphaville: You have 24 months to comply
FT Alphaville: At home with Ben
The Big Picture: Flight to Quality Funding of the U.S. Budget Deficit
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