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                        Although Monetary Policy Is Still Quite Easy, Central Banks Are Tightening

E Although Monetary Policy Is Still Quite Easy, Central Banks Are Tightening

The two largest central banks (The Federal Reserve and the ECB) are easing back on their monetary stimulus which was so necessary to battle the multiple crises which emerged after the 2008 financial meltdown. Of course, the combined tightening impact is presenting a significant challenge to the global economic outlook as higher interest rates start […]
Interest Rates: Spot The Trend

Interest Rates: Spot The Trend

Italian Debt Crisis Could Boost US Bonds

Italian Debt Crisis Could Boost US Bonds

Debt default contagion fears seem to surface every decade. Rolling debt bubbles in the 1980’s from Latin America led to billions in handouts from the first -world banking system. The Asian currency default contagion among the Asian tigers was eventually contained in the late 1990’s. More recently the more menacing US sub-prime mortgage debt default […]
Jonathan Gray: Future Of Blackstone, Investment Strategy And Growth

Jonathan Gray: Future Of Blackstone, Investment Strategy And Growth

An interview with billionaire president and COO of Blackstone, Jonathan Gray. In this interview, Jonathan discusses the future of Blackstone and the new investment strategies it is implementing. Jonathan also talks about scaling and the economy. Video length: 00:20:03 Video Segments:0:00 Introduction0:23 While reveal so much about your strategy?1:24 Better quality earning?2:03 Why is it […]
SPX/Gold, 30Yr Yields And Yield Curve – Amigos 1, 2 & 3 Updated

SPX/Gold, 30Yr Yields And Yield Curve – Amigos 1, 2 & 3 Updated

We began the Amigos theme last year in order to be guided by the goofy riders during the ending stages of a cyclical, risk-on phase that was not going to end until the proper macro signals come about, no matter how many times the bears declared victory along the way. The fact that grown adults see conspiracies […]
Kansas City Southern And Market Psychology

Kansas City Southern And Market Psychology

“Davidson” submits: Kansas City Southern (KSU) is a lesson in market psychology. Market prices are set by what investors believe the future will look like with the perspective of current events/widely diverse perceptions. KSU, one of USA’s Class A railroads, just reported record levels of Revenue and business margins. They report a strong business climate […]
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                        Global Investing Friday File

E Global Investing Friday File

We are still extricating ourselves from a Google app which was added unnecessarily to our account, which has blocked my receipt of emails. So this is a rather meager blog. But before the weekend I think it important to keep up with things. More from the USA, Switzerland, South Africa, Netherlands Antilles, Mexico, India, Hong […]
GDPNow Forecast 3.9%, Nowcast 2.1%: What To Watch A Week From Now

GDPNow Forecast 3.9%, Nowcast 2.1%: What To Watch A Week From Now

The GDPNow forecast is much stronger than Nowcast. The BEA will report GDP on Oct 26. Watch real final sales. As has been typical for two quarters, there is a wide gap between the GDPNow forecast of 3.9% and the Nowcast forecast of 2.1%. Once again, Nowcast is likely way too low. Watch Real Final Sales GDPNow is projecting […]
Week In Review: Another Volatile Week On Wall Street

Week In Review: Another Volatile Week On Wall Street

It was another volatile week on Wall Street as investors digested a slew of earnings and the latest round of economic data. The market was quiet on Monday, then rallied 500 points on Tuesday, fell 300 points at Wednesday’s open, rallied back to close down 91 points. Then, Thursday was a big down day and […]
US Named “World’s Most Competitive Economy” For First Time In 10 Years

US Named “World’s Most Competitive Economy” For First Time In 10 Years

For the first time since the financial crisis, the US has regained its ranking as the ‘World’s Most Competitive Economy’, according to the World Economic Forum’s Global Competitiveness Index. What’s more, the US also scored high in the “innovation” pillar of the WEF’s index, which the organization added to better reflect the factors that are necessary for an […]