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Emerging Nations Do Not Appreciate Our QE World

March 29, 2012

The Wall Street Journal – Brics: West’s Central Banks Sparking Capital Flow Volatility Aggressive monetary easing by Western central banks to revive growth in their economies is hurting emerging nations, which are facing a rush of destabilizing capital inflows, a draft declaration by the Brics group of five nations showed Thursday. Excessive liquidity because of… Continue reading Emerging Nations Do Not Appreciate Our QE World

Newsclips

Europe

March 29, 2012

<Click on chart for larger image> The Wall Street Journal – For Portugal, Moment of Truth Nears Politicians in Lisbon and policy makers in Brussels insist that Portugal isn’t like Greece. This spring, the country will have to prove it. The European Central Bank’s injection of money into the Continent’s banking system has, for now,… Continue reading Europe

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Newsclips

U.S. Debt

March 29, 2012

Bloomberg.com – Caroline Baum: Four Numbers Add Up to an American Debt Disaster Consider the following numbers: 2.2, 62.8, 454, 5.9. Drawing a blank? Not to worry. They don’t mean much on their own. Now consider them in context: 1) 2.2 percent is the average interest rate on the U.S. Treasury’s marketable and non-marketable debt… Continue reading U.S. Debt

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Banks Must Adjust To The New Normal

March 29, 2012

The Financial Times – Lex: Global banks: through Ficc and thin In the brutal world of investment banking in particular, excelling tends to mean being big; there is a strong link between scale and returns on equity. Morgan Stanley analysis also suggests that the larger the market share in fixed income, currency and commodity trading,… Continue reading Banks Must Adjust To The New Normal

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Newsclips

Cartoons

March 29, 2012

Charts of the Week

Charts of the Week

March 28, 2012

Charts of the Week Topics Covered This Week Include: What Is The Economy Doing? Is QE3 Coming? At What Measure Is Inflation A Problem? Home Prices Fall Again – Near Decade Lows An Updated Look At Mortgage Yields and The 10-Year A Look At Short-Term Funding Primary Dealer Holdings Primary Dealer Positions Has The Bank… Continue reading Charts of the Week

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Newsclips

Discussing QE3

March 28, 2012

Comment Jim Bianco was interviewed by Charles Biderman of Trim Tabs discussing the possibility of QE3. To view the interview click on the image above. To view any of our recent interviews, click here. Forbes – Broken Job Markets And QE3: Bernanke Feeds Wall Street’s Addiction The collective voice that is the market has responded… Continue reading Discussing QE3

Newsclips

Bernanke Goes To School, Part 3

March 28, 2012

<Click on image to view video> Comment The video above is  part 3 of Bernanke’s speech at George Washington University. In the speech Bernanke defends the Federal Reserve’s actions during the 2008 financial crisis.  This is also discussed in the story below. The Wall Street Journal – Fed Prevented ‘Total Meltdown,’ Bernanke Says The Federal… Continue reading Bernanke Goes To School, Part 3

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Newsclips

John Taylor Speaks

March 28, 2012

Bloomberg.com – Stanford’s Taylor Says Fed Activism Puts Independence at Risk The Federal Reserve’s aggressive monetary policy is “endangering” the independence of the central bank, Stanford University economist John Taylor told members of the Joint Economic Committee today. Taylor testified at a committee hearing on a bill written by Representative Kevin Brady, a Texas Republican,… Continue reading John Taylor Speaks

Newsclips

Discussing Our Second Quarter Outlook

March 28, 2012

<Click on image to view video> Comment Jim Bianco was interviewed by Reuters TV last week discussing the outlook for the second quarter. To view the interview click on the image above. To view any of our recent interviews, click here.

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Newsclips

Home Prices Are Near Decade Lows

March 28, 2012

<Click on chart for larger image> MarketWatch.com – Case-Shiller: Home prices fall in January Index records fifth straight decline; prices lowest in nine years U.S. home prices fell for the fifth month in a row in January to the lowest level since early 2003, according to a closely followed index. The S&P/Case-Shiller 20-city composite index… Continue reading Home Prices Are Near Decade Lows

Newsclips

Spain

March 28, 2012

The Telegraph – Spain to slash spending as economy slumps back into recession The Bank of Spain said the “contractionary dynamic” in the economy continued into early 2012 for the second quarter in a row, with an “intensifying” pace of job losses. It expects GDP to fall by 1.5pc this year. Mr Rajoy said at… Continue reading Spain