Follow
____________________________
Daily Archives: March 15, 2012
Good discussion on the Eurozone
Megan Greene from Roubini Global Economics talks with Michael Hewson yesterday looking at recent developments in Europe, particularly at the situation in Greece, the LTRO’s, Spain and the fiscal compact. Here is the direct link.
Posted in Main Page
Leave a comment
Excellent context on all that cash on the sidelines
Great piece from Jim Bianco of Bianco Research this morning (courtesy of the Big Picture blog): Through Q4 2011, nonfarm nonfinancial corporate businesses held $2.23 trillion in liquid assets on their balance sheets. As the bullish argument goes, this must … Continue reading
Posted in Main Page
2 Comments
ECRI reaffirms 2012 recession call
Today the Economic Cycle Research Institute issued a release with the below chart and a report reiterating their 2012 recession call. For those hoping that more liquidity injections to the banking system can avert this outcome, the ECRI is unequivocal: … Continue reading
Posted in Main Page
Leave a comment
;
