Macronomics

Personal comments on Macro trends, Macro news and views. All rights reserved. Disclaimer: Information provided on this blog does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this blog. Information displayed on this blog is not intended as specific investment advice and should not be relied on for making investment decisions.

Sunday, 21 August 2011

The age of financial repression and the shattered American Dream

One year one, QE2, the wealth effect experience, induced by Ben Bernanke has been nothing but a failure. With interest rates at zero since ...

Saturday, 20 August 2011

The US downgrade was not a downgrade of America's economy but a dowgrade of its leadership.

This week post, will not deal with data and financial action of the last couple of days, as it is available to all to see, enabling one to d...

Thursday, 18 August 2011

Macro and Markets update - It's the liquidity stupid...and why it matters again...

Forget the sell-off in the equity space, it was expected. It seems you can't teach an old equity dog new credit tricks. It was the case...

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