BACK TO FUNDAMENTALS IN EMERGING MARKETS / PROJECT SYNDICATE

Back to Fundamentals in Emerging Markets Dani Rodrik CAMBRIDGE – Following 15 years of hype, a new conventional wisdom has taken hold:...

HOW FAR FROM NORMAL ARE WE? / SAFE HAVEN

How Far from Normal are We? By: Michael Ashton As I have mentioned, I have been hard at work on my book and am approaching completion...

ECONOMIC GROWTH IN EUROPE / THE ECONOMIST

Economic growth in Europe The euro-zone recovery is losing momentum by P.W. LONDON TODAY’S figures for GDP in the second...

PRECIOUS METALS GET A REPRIEVE / SAFE HAVEN

Precious Metals Get a Reprieve By: Jordan Roy-Byrne Friday, August 14, 2015   The precious metals sector has held recent lows and...

CHINA, THE FED AND EMERGING MARKETS: YUAN THING AFTER ANOTHER / THE ECONOMIST

China, the Fed and emerging markets Yuan thing after another A cheaper yuan and America’s looming rate rise rattle the world economy ...

NO STICK SAVE THURSDAY FOR S&P500 /

No Stick Save Thursday For S&P 500 0       Dave´s Daily   August 20, 2015     CLICK HERE

MAKING SENSE OF THE MARKET´S BIG SELLOFF / BARRON´S MAGAZINE

Read This, Spike That Making Sense of the Market’s Big Selloff There are plenty of reasons for Thursday’s broad-based stock decline. He...

FED COULD BE CONSTRAINED BY SHIFTING GROWTH AND INFLATION OUTLOOK / THE WALL STREET JOURNAL

Fed Could Be Constrained by Shifting Growth and Inflation Outlook By Jon Hilsenrath   The Federal Reserve’s official policy statemen...

READING THE RENMINBI RUNES / THE FINANCIAL TIMES COMMENT & ANALYSIS

Reading the renminbi runes John Authers China’s economic problems, rather than the PBoC, could drive a devaluation . ©Bloomberg ...

SURGE IN COMMERCIAL REAL--ESTATE PRICES STIRS BUBBLE WORRIES / THE WALL STREET JOURNAL

Surge in Commercial Real-Estate Prices Stirs Bubble Worries Soaring demand for commercial property has drawn comparisons to delirious boo...

CHINA CANNOT RISK THE GLOBAL CHAOS OF CURRENCY DEVALUATION / THE TELEGRAPH

China cannot risk the global chaos of currency devaluation China has nothing to gain from triggering a deflation shock. Its economy is re...

GERMANY, NOT CHINA, IS TODAY´S REAL TRADE CULPRIT / THE WALL STREET JOURNAL

Germany, Not China, Is Today’s Real Trade Culprit By Jon Hilsenrath   China’s decision to allow its currency to drop in value looks ...

BANK PROFITS MUST YIELD TO MARKET / THE WALL STREET JOURNAL

Bank Profits Must Yield to Market Optimism about Wall Street’s earnings power was too strong already. Then this week happened. By John ...

HOW THE IMF FAILED GREECE / PROJECT SYNDICATE

How the IMF Failed Greece Arvind Subramanian   NEW DELHI – Democracy is about real choices. But, throughout their country’s crisis, ...

OWING MORE THAN HALF OF THE WORLD´S GOLD / SAFE HAVEN

Owing More Than Half Of The World's Gold By: Hubert Moolman Gold has bottomed in terms of just about everything like oil (in 200...