Equities higher but bond yields jumping
The renewed sense of calm that has led to global equity market rallies has US Treasuries down sharply again and yields are also higher...
China Residential Property Policy
Premier Wen reiterated that China will continue with its policy of curbing residential property Australian consumer confidence continues...
Aerosmith: Livin’ on the Edge
They are still rocking and still fighting 40 years later – the legendary American rock band Aerosmith. One reason Aerosmith is...
Who Hates Treasuries? Everybody!
Source: Guggenheim Partners Guggenheim Partners: It’s Time To Short The Treasury Market ‘Ponzi Scheme’: In a recent letter, Scott...
The Hitchhiker’s Guide to Missing Import Price Changes...
The Hitchhiker’s Guide to Missing Import Price Changes and Pass-Through Etienne Gagnon, Benjamin R. Mandel, and Robert J. Vigfusson...
Fed: Minimum Bank Stress Ratios
Fed: Minimum stress ratios with all projected capital actions through 2013 (5% was threshold for capital return): BK 13.0% STT 12.5% AXP...
FOMC Statement, side by side comparo
Via Andrew Horowitz of the Discipline Investor: sidebyside_03132012
“Nothing Done” — 10 Tuesday PM Reads
Fed came out and said nothing new — that leaves me with the following afternoon train reading: • When Prejudices Become a...
FOMC speaks
The FOMC again referred to the economy as “expanding moderately” in its statement. They acknowledged that “labor market...
Changing Education Paradigms
RSA Animate: This animate was adapted from a talk given at the RSA by Sir Ken Robinson, world-renowned education and creativity expert...