Posts Tagged ‘ liquidity ’

Mortgage Defaults May Trump the Fed

Jul 21st, 2009 | By | Category: Featured, Housing, Macro Economics
Good news everyone! The end of the world has been postponed indefinitely. You may now carry on as if another credit bubble is blowing (which it is, in China). It was a truly bullish way to wrap up the week. China reported a 7.9% rise second in quarter GDP, driven mostly ...read more

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Posted in Featured, Housing, Macro Economics | 7 comments


Oil Speculation

Aug 4th, 2008 | By | Category: Oil
The price of almost everything on the planet has been rising. And so has the inevitable talk of a commodities bubble and price manipulation. The discussion has become front and center in global markets around the world as economies reel under the heavy weight of soaring prices. It’s simple for a ...read more

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Posted in Oil | No Comments »


Revisit Fundamentals When the Market Panics

Mar 2nd, 2007 | By | Category: Macro Economics
This week, the stock market flashed warnings that investors should fasten their seat belts and revisit fundamentals. The fundamentals underlying the broad market are weakening, so if you are invested in the stock market, you want to be in the right sectors. As my colleague Chris Mayer wrote in this ...read more

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Posted in Macro Economics | No Comments »