Roach vs Krugman Over China Currency Push
Stephen Roach, chairman of Morgan Stanley Asia Ltd., talks with Bloomberg’s Susan Li and Paul Gordon from Beijing about the U.S....
BIGGER BANKS, RISKIER BANKS
After trillions of dollars in taxpayer funds, cheap loans and other forms of support, the biggest banks are bigger and more complex than...
Money, Power & Fame
Bob Lefsetz is a music industry observer, and publisher of the Lefsetz letter ~~~ I read a story on the airplane… Not only am I not...
How Typical is the Current Rally in Terms of Age or Duration ?
Chart of the Day takes a broad — perhaps over broad– look at trading rallies. They found that major rallies (73%) result in a...
Reserve Bank of India raises interest rates
The Reserve Bank of India has raised interest rates by 25 bps to 3.5% from 3.25%. The timing is unexpected but inflation has been a...
The Financial Commentator: Special March Update
~~~ STOCKS As I discussed in the Special Update on January 30, “Based on a number of momentum indicators, the market has reached an...
Explaining the Impact of Ultra-Low Rates to Greenspan
As noted last night, Alan Greenspan has blamed the crisis on a lack of regulation rather than ultra-low rates. (You can find his...
To IMF or not to IMF, that is the question
To IMF or not to IMF, that is the question that is still creating uncertainty with Greece and weighing on their debt market and raising...