What Stagnation Looks Like
From Morgan Stanley: Basically, in Japan, as credit conditions improve, the impact on credit growth is... nothing. That couldn't be more different than the US situation, where the improvement in...
View ArticleBP Reaches Massive, Multi-Billion Dollar Settlement Over Gulf Oil Spill
Just coming out now, according to AP... In a surprise, late-Friday night development, BP has reached a settlement with a group of plaintiffs over the Gulf oil spill from 2010. There are very few...
View ArticleFour Beautiful Reasons The LTRO Is Working In Europe
The ECB's 3-year LTRO -- a scheme that allows banks to access cheap funding for 3 years -- has worked better than almost anyone predicted. Yields in Spain and Italy have come way down. Banks have come...
View ArticleGoldman's Complete, Bearish 2012 Outlook In One Huge Slide
From Goldman's latest monthly chartbook, a look at what they see coming for the S&P 500, and how to trade it. Note the bearish 3 and 12 month S&P 500 targets -- calls they've held consistently...
View ArticleWhy Re-Electing Obama Could Be An Economic Disaster
In his second term, Barack Obama might be tempted to let all of the Bush tax cuts expire, not just those for the rich. That's the conclusion of Noam Scheiber, who wrote yesterday in The Daily Beast...
View ArticleA Quick Guide To Where Europe Stands After An Incredibly Important Week
Markets have been moving with much less regard to headlines than they were just a few months ago. But regardless of the fact that these events went under-reported, this week in Europe was monumental....
View Article10 Cities Where Homebuyers Can Get Steals On Short Sales
Pre-foreclosure sales (short sales) accounted for 10 percent of all home sales in the fourth quarter of 2011 according to the latest data from RealtyTrac. Short sale volume was up 15 percent from a...
View ArticleThe 11 Most Interesting Pieces Of Wall Street Research We Read This Week
We thought we had it all figured out before this week started. We were wrong. The top minds in the investment business offered some novel analysis, broke conventional wisdom, and even opened our eyes...
View ArticleSocGen: Get Ready For The Best Jobs Report We've Seen In 6 Years
SocGen economist Brian Jones has snatched the crown for the most bullish analyst on Wall Street, at least when it comes to this Friday's jobs report. He predicts a 275K non-farm payroll gain, and an...
View ArticleNiels Jensen On The Coming 'Protein Bomb' And The Incredible Case For Buying...
In the latest version of the Absolute Return Letter, investor Niels Jensen makes the case for buying farm land, an asset class you've heard a lot of people go bullish on over the last few years. In...
View ArticleThe Last Week In The Eurozone In 6 Charts
Read more posts on Global Macro Monitor > Please follow Money Game on Twitter and Facebook.Join the conversation about this story »See Also:TOO SOON: Der Spiegel Published This Extremely Offensive...
View ArticleThis Is The 'Black Swan' That Could Destroy Your Investment In Farmland
It seems pretty hard to argue with investing in farmland. The story is so simple. The richer countries get, the more meat they eat. And regardless of whether China is due for some slowdown, the long...
View ArticleWhy Investors Should Care About The Russian Elections
Vladimir Putin is widely expected to win the first round of Russian presidential elections tomorrow, with the second round scheduled for March 25 if needed. But Putin's third jab at presidency has...
View ArticleGoldman Delivers The Bad News On Oil Prices That You Didn't Want To Hear
Despite the rise in oil and gas prices, we'd say that the overwhelming consensus among Wall Street analysts is that it's not enough to do too much damage to the economy. We rounded up a lot of...
View ArticleOkay, Apple, You Can Stop Defending Your Employment Practices Now...
In the past couple of months, the world has given Apple's employment and manufacturing practices a much-needed proctology exam. This exercise has been beneficial for all involved: Apple, for example,...
View ArticleOne Strong Sign That Gas Prices Aren't Hurting The Economy Yet
For a good roundup of the latest economic data, you should check out this post at The Bonddad Blog, examining the full data from the past week. One good sign is that retail sales seem fine for now:...
View ArticleDAVID STOCKMAN: You'd Be A Fool To Hold Anything But Cash Now
NEW YORK (AP) — He was an architect of one of the biggest tax cuts in U.S. history. He spent much of his career after politics using borrowed money to take over companies. He targeted the riskiest...
View Article11 EXPERTS ANSWER: Will Anything Change After This Weekend's Russian Election?
This Sunday, Russia will go to the polls to vote for a new president. Well, when we say new, perhaps we mean old. Vladimir Putin, currently Russia's Prime Minister, is widely expected to return to the...
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