Blog Archives

The mid-week trend update (US Economy and Markets): European GDP, Housing starts on the upswing, PPI weakens further

Industrial production down 0.5%, Jobless claims back up at to 360k The Thursday Morning shocker from the Housing report was no reason for markets to worry about US economic recovery in 2013 but a drop in Industrial production for April

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Posted in Financial Markets

Of Buffett and Soros – No just a lot of the Ira Sohn conference

Our Monday morning riser was holding a lot of this so we dedicated a new post to more from the Ira Sohn Conference note. In short, ( pun not intended) buy Korea is right, sell Japan is more like a

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Posted in Financial Markets

US Economy 2013: January all but forgotten, Industrial production still seems positive.

A late catch up with the meanderings of the US Business Economy’s recovery is due as February’s near washout was saved by early PMI reports and the continuing improvement in Service PMIs. The housing data’s big jump in January was

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Posted in Financial Markets

The Yen may be here to stay as unlimited easing sets in | Abenomics and the Yen-$ parity

Earlier in 2010 and 2011 wwe had warned readers that Japan should find a defender of faith for inflation as that was the only way to get out of “endemic deflation”. While the Yen had started the nineties above 100

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Posted in Financial Markets

A whiff of profits far away? | Banking Insight

 Liquidity regulation already hurts Lobbying over the new Liquidity rules got hard as the banks enter an Observation period prior to counting of the LCR as standard for compliance. According to the FT report catching us up on it, that

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Posted in Financial Markets

US Morning Report: FOMC starts tomorrow, ECB will be buying bonds, Japan is ready to join the good guys

The honest to god assessment of Geithener’s meeting with Draghi and German Finance minister Schauble today or the ECB meeting on Wednesday is that US and Europe in a Coordinated Central Bank effort willl affirm to more Central Bank Liquidity

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Posted in Amitonomics, European Sovereign Debt crisis, Global, Retail Lifestyle, US

US Economy: April Trade follows predictable pattern

Most of the global economy being snared by a dullness in production and services, April’s Imports and Exports for the US followed the predictable OECD pattern of a duller import month led by a large fall in Petroleum imports as

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Posted in Amitonomics, Retail Lifestyle, US

Enter the Yen: Yuan start depreciating on higher volume of trade and noose tightens | Insight China

Deflationary fears are currently at their peak in the USA while the Yen is trying hard to stay competitive and keep growth fuel running positive miles but the Yuan tired of appreciating faster thru 2011 is likely to even depreciate

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Posted in Amitonomics, Banking, China, Global, US

India Economic Trends Report: Exports up to $24.5B, PMI above 54 (May 2012)

India managed to maintain last april’s exports value that was a pretty big jump from April 2010 at a 20% growth but there was no growth. Auto sales have started trickling in weak though markets and currency having over corrected

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Posted in Amitonomics, Financial Markets, Financial Services, Global, India, Investments

Asia Economy: Singapore, Japan GDP growth tracks positive reversal in fortunes

Q1 delivered another warning from Asian economies though trade data in China and Japan remained subdued on consumption imports. Japanese GDP growth would positively influence fortunes of Asia in general and in particular, Korea and China and therefore the rest

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Posted in Amitonomics, Banking, Global, US