mercoledì 2 maggio 2012

Where Is Monetary Policy In The Western World Headed?

The three major western Central Banks seem to have adopted a wait and see stance recently. Over the last week, the Federal Reserve highlighted its neutral bias. Chairman Bernanke said that (continue on seekingalpha)

martedì 24 aprile 2012

The negative outlook for the Euro zone

The major recent economic events were negative for the eurozone:

In France, the socialist candidate in the presidential election Mr.Hollande won the first round with 28.46% of the vote to 27.06% for the incumbent president Mr. Sarkozy. continue on seekingalpha

lunedì 21 novembre 2011

The Week Ahead In The Eurozone: PMI Indices, German IFO And Spanish Election

In the Eurozone over next week fresh evidences that the economy may fall in recession in Q4 ’11 and further weaken in Q1 ’12 are expected from the PMI indices for November. Having fallen to 47.1 and to 46.4 respectively in October, both the PMI manufacturing and the PMI services may further decline in November: continue on seekingalpha...

giovedì 17 novembre 2011

A Look Into The Depths Of Europe's Recession

The ZEW index released on Tuesday 15th confirmed that the outlook for the German economy – and as a consequence of the whole of the Euro zone economy - may further deteriorate in the next few months. The most important economic indication in the next few days (continue on seekingalpha)

mercoledì 26 ottobre 2011

Can The U.S. Consumer Save The World And The Equity Markets?

Economic data for September (for the data and projections I used this calendar) released over the last few weeks came out better than expected, signaling the U.S. economic activity rebounded after the weakness over the summer...continue on seekingalpha

giovedì 20 ottobre 2011

Bank Of England Policy Could Weaken The Sterling

The Bank of England released today the minutes of the monetary policy committee meeting of October 5 and 6, in which a GBP 75 billion increase (to GBP 275 billion) of the asset purchase program was decided. The minutes confirmed that the BoE sees the risk that inflation (continue...)

sabato 15 ottobre 2011

The Week Ahead: European Summit And U.S. Economic Data

In the eurozone, the focus will be on the October 23rd European leader summit that is expected to deliver a strong solution of the eurozone financial crisis. The expectations became strong (continue on seekingalpha)