Different economic indicators have shown mixed results on the global growth outlook as of late. Is it really growth or is it global re-growth as growth appears to be reaccelerating? I hope to look at the current predicament to get a well-rounded view of the current situation.
Why is the eurozone regressing when the rest of the world is (or thinks it is) recovering? The answer is straight out of the currency war script: The US and Japan have been monetizing the hell out of their debt, weakening their currencies against the euro, and generally giving themselves a trade advantage.
Since 2005, housing has swung from one side of the pendulum to the other and since 2010 has begun a slow and gradual healing process. Housing is now adding to GDP growth and replenishing state and local government coffers through higher property taxes and leading to an improvement in consumer sentiment.
The simmering tension in the South China Sea may intensify in the coming weeks, and although there is no immediate market reaction, there could be going forward. Last week, Japan indicated it will formally register 280 islands that it claims to be its territory.
Rarely has the future been so clear. Really? A lot of money has been lost jumping on the bandwagon. Let’s do a common sense check on the greenback to gauge where risks might be lurking and where there might be profit opportunities for investors.
In the global war for energy supremacy, Russia has won another victory over the United States. his time, the battleground has been South Africa, where Russia's state-owned nuclear power company, Rosatom, has just signed an agreement to build eight new...
From time to time I'm asked why I don't include Market Cap to GDP among the long-term valuation indicators I routinely follow. The metric gained popularity in recent years thanks to Warren Buffett's remark in a 2001 Fortune Magazine interview that...
The shockingly poor US employment data is bolstering bonds, while initial equity market gains have been reversed. It is weighing on the dollar, nearly across the board, and giving some of the accessible emerging market currencies a reprieve from the recent selling pressure.