Pages

▼
Tuesday, November 22, 2011

China's lending in context -- Time to pay the bill

›
Earlier this month I highlighted the continued deceleration in Chinese lending growth from it's peak in late 2009.  Just how massive th...
Friday, November 18, 2011

Linkage roundup

›
Some reading material for you from my twitter stream: Italian default scenarios by Credit Writedowns http://t.co/XZ1feKq5  -- The situat...
Thursday, November 17, 2011

Inflation expectations in the bond market

›
Here's an update on inflation expectations as expressed by the bond market.   As the nominal 10 year yield continues to drop it has push...
Tuesday, November 8, 2011

Linkage roundup

›
Some reading material for you from my twitter stream: http://t.co/vXWLZxuV - Italy near tipping point of increased margin requirements....
Monday, November 7, 2011

China lending stats update -- The decline continues.

›
It has been over a year since I last highlighted the slow decline in official  lending statistics out of China. Since then not much has hap...
Thursday, November 3, 2011

Hugh Hendry watch -- 5 part YouTube series from earlier this year

›
I find this episode of Hendry publicity a little different as he discusses his trading style and aspriations of what he wishes he could be a...
Tuesday, November 1, 2011

Mr. Bond (Market) is not impressed

›
Do I look impressed? Even before the Greek referendum  drama of the last 24 hours the bond market was not impressed with the latest Euro ...
2 comments: