Monthly Archives: September 2009

Consumers in survival mode-lest we forget

Stock markets put on a happy cheer today for higher than predicted August US Retail Sales data: 2.7% M/M ahead of the market consensus for a more modest 1.9%. But stripping out the massive one-time-juice from cash for clunkers and … Continue reading

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Too big to fail?

I must admit: some days life on earth can seem a little dark. Sometimes it can seem like we humans are rather hopeless creatures. Too big to fail? More often it can seem like our more serious issues are just … Continue reading

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Two worthwhile interviews from FT.com

First is Nouriel Roubini reminding us that although we are likely to see a couple of positive growth quarters born of government stimulus, there are significant problems still overhanging the world recovery and why the Euro zone is in worse … Continue reading

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