Daily Archives: June 20, 2013

Danielle’s weekly market update

Danielle was a guest today on Talk Digital Network with Phil Mackesy talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.

Posted in Main Page | Comments Off on Danielle’s weekly market update

China slowdown now clear and present danger

“Concerns about China’s economy intensified Thursday after a private measure of manufacturing came in at its lowest level in nine months. The HSBC/Markit flash China PMI survey also featured a steep drop in new export orders, indicating China is suffering … Continue reading

Posted in Main Page | Comments Off on China slowdown now clear and present danger

Chinese government shifts to tough love for reckless lenders

The Chinese government seems to have shifted tactics in its support for lenders. Over the past 2 weeks, they have refused to inject more funds into the banking system despite a near tripling of short term money market rates as … Continue reading

Posted in Main Page | Comments Off on Chinese government shifts to tough love for reckless lenders

The plight of over-promising

The business media is clamoring to post headlines designed to talk capital flows back into risk markets this morning. So far it is not working. It is not that economic news has suddenly become dramatically worse. The global economy has … Continue reading

Posted in Main Page | Comments Off on The plight of over-promising

Are low rates cyclical or structural?

With asset markets selling off across the globe this morning, the multi-trillion dollar question is whether US Treasuries (as a benchmark for other interest rates) are now breaking into a new cycle of higher rates, or whether yields will continue … Continue reading

Posted in Main Page | Comments Off on Are low rates cyclical or structural?