September 2010
17 posts
“Alumni should remember the difference between SOLVENCY and LIQUIDITY crises. ...”
– Ireland Takes Over 2nd Bank as Bailout Bill Rises - NYTimes.com
Tens of thousands march in Brussels over austerity... →
Protests over austerity (budget cuts) in Europe. The risks are multiple: will democratically elected goverments be voted out of office next election, and if so, will there be a shift toward “protectionism”, “beggar thy neighbor”, or anti-immigration, nationalism, etc. The risk is not so much what is happening today, but what this might lead to…
“Greek Default: only a matter of time?
“The difference between Greek and...”
– Geo-Graphics » Blog Archive » Greek Debt Crisis – Apocalypse Later
“Shows the power of the bond markets, and of companies in selecting the indices. ...”
– Mexico Inclusion In World Bond Index to Spur $16 Billion Inflows, RBC Says - Bloomberg
“The LENDERS are covered from risk by using “Credit Default...”
– Rousseff Confidence Spurs Record Company Sale as Rates Fall: Brazil Credit - Bloomberg
“Borrowing abroad in foreign currencies:
“Investors are snapping up...”
– Rousseff Confidence Spurs Record Company Sale as Rates Fall: Brazil Credit - Bloomberg
Stratfor.com Intel Briefing Archive →
Highly recommended source of global analysis, with a focus on global geopolitical events.
“On the crisis in Europe:
“the Greek rescue was more an attempt to hide...”
– FT.com / Columnists / Martin Wolf - Germans are wrong: the eurozone is good for them
“Mega Trend:
“Ten years ago emerging economies produced about one-third...”
– The Economist: The Economist > Special reports and creative opportunities > Special reports > IMF/World Economy - From Business to Politics, Technology to the Arts
“The politics of IMF reform:
“Such a change would likely come at the...”
– U.S. Blocks IMF Board Proposal, Seeks Emerging Countries’ Voice - BusinessWeek
“Beggar thy neighbor /competitive devaluations:
“Central banks from...”
– Foreigners Bet $14 Billion on Mantega Failing to Curb Real: Brazil Credit - Bloomberg
“Borrowing in Foreign currency:
“Foreign investors’ holdings of local...”
– Foreigners Bet $14 Billion on Mantega Failing to Curb Real: Brazil Credit - Bloomberg
“The (Brazilian) real is also rallying as record low borrowing costs in the U.S....”
– Foreigners Bet $14 Billion on Mantega Failing to Curb Real: Brazil Credit - Bloomberg
“‘Search for Yields’ “The key story continues to be the search for yields,” said...”
– Japanese Dump Gilts for Lula Debt as Interest Rates Top 10%: Brazil Credit - Bloomberg
“The Japanese are probably some of the most aggressive investors because they...”
– Japanese Dump Gilts for Lula Debt as Interest Rates Top 10%: Brazil Credit - Bloomberg
“damages from loss exceed $43 billion, almost one quarter of Pakistan’s GDP”
– The Big Picture - Boston.com
“A good summary of “global imbalances” and deficits:
“Before...”
– Solving the Global Economy ‘Old Maid’ Problem — Seeking Alpha