Category Archives: Investing

There is no “magic bullet” for the Bank of Japan as long-term interest-rates are already very low

This morning we have seen more information released on the impact of the tsunami and nuclear problems on the Japanese economy. The Cabinet Office in Japan released figures which showed that factory orders were 3.3% lower in April than they … Read More

Posted in Economy, Investing | 18 Comments

The Greek Tragedy: Could a ‘Haircut’ Help?

Debate has been raging as to whether the Greek economy can avoid bankruptcy. Just how big is the problem, what are the options and how is this impacting financial markets? Background to the Problem Greece is around €300bn in debt. … Read More

Posted in Economy, Investing | 1 Comment

Todays poor industrial production and producer price figures suggest its stagflation for the UK

On Wednesday I discussed the latest speech given by the Chairman of the US Federal Reserve Ben Bernanke and quoted his many references to the level of US employment/unemployment. It is a theme of mine that the major driving factor … Read More

Posted in Economy, Investing | 11 Comments

On a day where central banks will take centre stage most eyes will be on the European Central Bank

After discussing yesterday the thoughts of the Chairman of the US central bank today it will be the Bank of England and the European Central Bank which take centre stage as they have policy meetings. Also in the background we … Read More

Posted in Economy, Investing | 12 Comments

Fed Chairman Ben Bernanke suggests that QE3 could only be a few months away

Recent news on the US economy has been poor and at best has been indicating something of a slowdown. This was reinforced by last weeks monthly figures for May on the state of unemployment and employment where unemployment rose to 9.1% … Read More

Posted in Economy, Investing | 12 Comments

The problems and possible insolvency of the European Central Bank gets a wider audience at last

One of the themes of this blog has been that the actions of the European Central Bank have left it looking very exposed. Put another way if you were to give it a credit rating and treat it as an … Read More

Posted in Economy, Investing | 7 Comments

Two fundamental flaws remain in Europe’s bailout plans for Greece

Trading in financial markets on Friday afternoon had two main influences. The first was the US employment/unemployment situation which I discussed on Friday and the digestion of more bad news on this front. The second was the fact that the troika … Read More

Posted in Economy, Investing | 6 Comments

The fact that US jobless claims are rising must be most worrying for the ninety-niners

This week has seen yet more economic data which confirms a slowdown in the US economy. What we do not yet know is whether this will turn out to be a reduction in economic growth or a return to recession. … Read More

Posted in Economy, Investing | 8 Comments

Karl Marx must be turning in his grave at current events in Greece,Ireland and Hungary

After discussing the Greek situation on Monday it looked as though this week might bring a spell where Greece’s financial situation might move into the background. Whilst there are always contrary views Euro zone officials and politicians seemed to be … Read More

Posted in Economy, Investing | 13 Comments

Commodities: Is the super-cycle coming to an end?

Commodities have had a lengthy bull run, but the recent billion-pound flotation of commodities trader Glencore coincided with some weakness in commodities markets.  Is the much-heralded commodities super-cycle coming to an end? Here is the story so far: ……………………………………………………………………………………………………… 1. … Read More

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