January 7, 2014
Saxo Bank Outrageous Predictions for 2014 Steen Jakobsen – My Comments
See the article here: Saxo Bank Outrageous Predictions for 2014 Steen Jakobsen – My Comments
Hard hitting global and local news
Hard hitting global and local news
See the article here: Saxo Bank Outrageous Predictions for 2014 Steen Jakobsen – My Comments
View article: Wine Country Conference May 1st & 2nd, 2014; Nothing Like It!
Originally posted here: Hussman’s Open Letter to the Fed; The Problem with Bubbles; Textbook Pre-Crash Bubble; Reflections on Not Chasing…
Visit site: Emerging Market "Fragile Five" Currency Crisis Coming Up; Saxo Bank on Property and Equity Bubbles in Asia and…
Pettis: "Abenomics Likely to Fail in Medium Term, Debt Matters" Michael Pettis, at China Financial Markets , discusses Abenomics, Japan’s shrinking (for now) current account surplus, debt, and interest rates in an interesting email. From Pettis … Abenomics in Japan is likely to put upward pressure on the national savings rate in Japan (but not necessarily on the household savings rate).
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Reuters reports Pimco’s Gross: Low interest rates may persist for decades Bill Gross, manager of The Pimco Total Return Fund, said on Wednesday that the global economy may be facing low policy rates for decades. Gross wrote in his October investment outlook that investors should "bet against" expectations that the federal funds rate – the U.S. Federal Reserve’s benchmark short-term borrowing rate – will rise by one percentage point by late 2015
See the original article here: Is the Selloff in Treasuries Overdone?
See the article here: Is Selling Bonds the Taste of Things to Come?