Global Macro Perspectives
Calculated Risk: Retail Sales increased 0.2% in November
Calculated Risk: A little better GDP Growth in Q4
The Big Picture: FOMC will tell us what they really think
FT Alphaville: Sino-Forest admits default
An American Perspective from China: China Data, Part 1: Real Estate Downturn
The Slope Of Hope: Quote of the Year
Macro Man: TMM announce the late running of The End of The World
FT Alphaville: Central banks fire the second barrel of QE
FT Alphaville: Fines all round?
FT Alphaville: A sub-optimal solution to the Euromess
The Big Picture: Monday morning quarterback
The Big Picture: How to Pay For Financial Advice
The Big Picture: The Myth Of Cash On The Sidelines – An Update
FT BeyondBRICs: Indian IP: the slowdown cometh
The New York Times: In Euro Era, Opening Bell Is a 2:30 A.M. Alarm
Gavyn Davies: Eurozone crisis might move from acute to chronic phase
The Big Picture: Kumbaya yes but horse already out of the barn
The Big Picture: ECRI’s Achuthan: U.S. Economic Outlook, Labor Market
Calculated Risk: Trade Deficit declines in October
FT BeyondBRICs: China: inflation tamed
The Economist: Expect the unexpected
FT Alphaville: The ECB’s new non-standard measures…
FT Alphaville: Hors d’oeuvres from the ECB
FT Alphaville: Not even in Japan…
The Big Picture: Dr. Copper Flashes a Warning
The Big Picture: Trading Rules, Aphorisms & Books (Updated)
FT Beyond BRICs: Deutsche: if you think 2011 was bad for EM equities, just wait for 2012
FT Beyond BRICs: Goldman Sachs: Brics in 2050
The Big Picture: QOTD: Ratings Agencies Jobs
The Big Picture: If S&P follows thru, what will it mean for EFSF?
FT BeyondBRICs: Could Indonesia face Brazil-style slowdown?
The Big Picture: Do Ratings Agencies Still Matter?
FT Alphaville: The S&P statement
FT Alphaville: Signor Monti, sensazionale [updated]
FT Alphaville: ‘This economy is no place for young men’
FT Alphaville: Spot the Dog let off the leash
FT Alphaville: Post-euro currencies, charted
FT BeyondBRICs: Brazil’s GDP stalls in 3rd qtr
The Conscience Of A Liberal (Paul Krugman): Things That Never Happened In The History Of Macroeconomics
The Big Picture: This is the week, again
The Big Picture: At Hedge Funds, Breakeven is the New Black
Gavyn Davies: Fed bazooka aimed at the eurozone
FT Alphaville: The Fed hath spoken
FT Alphaville: Employment since the 2008 Peak
FT Alphaville: Le plan, negatifs taux d’intérêt, redux
FT Alphaville: So much for that impact on currency basis swaps
FT Alphaville: More on the dollar crunch and the liquidity drop
FT Alphaville: Nomura on European bank deleveraging and US loans
FT Alphaville: Hedge fund survey says
FT Alphaville: Italy’s very own special liquidity programme?
FT Alphaville: Behind those Bloomberg banks-profit-from-Fed figures
Felix Salmon: Chart of the day, Morgan Stanley bailout edition
Macro Man: Hang 10
FT BeyondBRICs: China to the world: time for action
FT BeyondBRICs: India’s GDP: the new normal is here
The Big Picture: Merkel to neuter the German Constitutional Court?
The Big Picture: Apple vs Samsung
theunderstatement: Google’s Management Doesn’t Use Google+
*** The Big Picture: No, Black Friday Sales Were Not Up 16% (not even 6%) ***
*** The Big Picture: Futures Scream Higher on Italian Bailout Rumor ***
*** The Big Picture: Billionaires’ Top 10 List for Success ***
*** Gavyn Davies: Thinking the unthinkable on a euro break-up ***
*** An American Perspective from China: “Winter is Coming” ***
*** Gavyn Davies: When should the ECB buy sovereign debt? ***
*** PIMCO Tony Crescenzi: Ben Bernanke: The Decider ***
*** The Big Picture: Discuss: Goldman Is the New Master of the EU? ***
*** The Big Picture: No debt deal, buy Treasuries and the US$?! ***
*** The Register: Kindle Fire: An open letter to Jeff Bezos ***
*** Pogue’s Posts: Nook’s Specs Are Exaggerated, Again ***
*** BeyondBRICs: China property: construction blues ***
*** BeyondBRICs: Singapore exports: 16 per cent drop signals poor Christmas for Asian manufacturers ***
*** BeyondBRICs: Fitch: beware Chinese bank debt ***
*** The Slope Of Hope: Triangle Man ***
*** FT Alphaville: The naked derivative exposures of banks to sovereigns ***
*** FT Alphaville: The reversing core-headline CPI gap ***
*** FT Alphaville: Bye, bye WTI-Brent spread disconnect… ***
*** Credit Slips: Is Bank of America Gambling on Resurrection (or Is BoA Holding the US Hostage)? ***
*** FT Alphaville: French bonds — some (parabolic) perspective ***
*** FT Alphaville: Dios mío! – redux ***
*** FT Alphaville: Please give generously… ***
*** FT Alphaville: The Buffett rule ***
*** FT Alphaville: Some euro banknotes are more equal than others ***
*** Felix Salmon: Europe’s liquidity crisis ***
*** FT Money Supply: The FEER – updated Nov 2011 ***
*** The Big Picture: A Global View of the Housing Bubble ***
*** The Big Picture: Construction Boom in 31 Countries & the Great Recession ***
*** The Big Picture: The Biggest Bubble in History? ***
*** Gregor.us: Selling the Oil Illusion, American Style ***
*** Macro Man:While Europe Fiddles, TMM Correlate and Disperse ***
*** Econbrowser: Exports in the Recovery (II) ***
*** FT BeyondBRICs: RBS: sell Argentine GDP warrants ***
*** Gavyn Davies: The Italian Job ***
*** FT Alphaville: Eurozone, why did we bother ***
*** FT Alphaville: Pan-labyrinth ***
*** FT Alphaville: Bolton keeps the faith ***
*** Ultimi Barbarorum: The Beginning of the End of the Euro Crisis? ***
*** FT BeyondBRICs: China inflation: a big fall ahead? ***
*** FT Alphaville: Koo: price-to-rents back to normal. Does it matter? ***
*** FT Alphaville: The Asian fuel-oil indicator ***
*** The Big Picture: Business Cycle Trends ***
*** The Big Picture: European Bank Exposure to Risky Mortgage Assets ***
*** The Big Picture: 4 Major Secular Bear Markets, 1900-2011 ***
*** Gavyn Davies: The eurozone decouples from the world ***
*** An American Perspective from China: Déjà Vu All Over Again ***
*** FT Alphaville: Italian premier pokes Europe ***
*** FT Alphaville: Italian bond rout [updated] ***
*** FT Alphaville: The wrong technocrats ***
*** The Big Picture: Is the US Still on the Verge of Recession? ***
*** The Big Picture: Another week of political driven markets ***
*** The Big Picture: The Big Lie of the Financial Crisis ***