US monetary policy
The risk for the US Fed is in being caught out by a quicker recovery than it anticipates
Thursday, March 15, 2012
Markets boom, Margin Call, Great Crises
Margin Call is the best depiction so far of Wall Street in crisis.
Wednesday, March 14, 2012
Global choke points
Greece defaults but Euro remains intact.
Tuesday, March 13, 2012
The dragon is landing - but will it be hard enough to hurt?
Odds favour soft landing, but significant downside risk
Monday, March 12, 2012
Saturday Sanity Break, 10 March 2012
U.S. Extends Its Run of Strong Job Growth
Global dangers as Aussie unions rattle their cage
Lots of unhelpful stories in the local press today
Friday, March 09, 2012
GDP disappoints; labor market weakening
Head for the life boats, Mr Swan
Thursday, March 08, 2012
Gold - barbarous relic or inflation hedge?
Central banks the world over are pursuing policies that 'would, in earlier decades, have been considered highly unorthodox'.
Wednesday, March 07, 2012
RBA relaxed and comfy; pollies less so
Except, perhaps, in the case of the RBA, for the evidence of a dysfunctional labor market, and other uncertain matters
Tuesday, March 06, 2012
Saturday Sanity Break, 3 March 2012
Mr Carr comes to Canberra
Henry's thoughts on his family investment portfolio
Friday, March 02, 2012
Australia`s floating dollar
Professor Tony Makin on effects of this vital reform
Thursday, March 01, 2012