Dec 3, 2013
Last week, the European Central Bank, in its twice-yearly "Financial Stability Report," warned the whole spectrum of market participants not to underestimate the impact of a "coming" decision of the Federal Reserve to start tapering its asset-purchase program.
Nov 26, 2013
The independent Dutch government agency CPB (Central Planning Bureau) Netherlands Bureau for Economic Policy Analysis just released its "CPB World Trade Monitor" that for September showed the volume of world trade increased by 0.8 percent.
Nov 19, 2013
The Organization for Economic Co-operation and Development (OECD)'s bi-annual economic analysis shows overall GDP growth in the 34-member countries is expected to continue, albeit at a slower pace, now at 3.6 percent and down from 4 percent it estimated in May.
Nov 12, 2013
Five years after the greatest post World War II financial crisis started, there are finally some signs starting to appear that an important part of the developed world has timidly started its very long journey back to normality.
Nov 5, 2013
On Nov. 1, in Hong Kong, the Canadian province of British Columbia became the very first foreign sovereign-backed, triple-A issuer that sold successfully (oversubscribed!) approximately $410 million, one-year bonds with a coupon of 2.25 percent in the so-called local "Dim Sum" market.
Oct 29, 2013
So far, the momentum game has been fueled by the Fed's quantitative easing program, whereby "bad news" has meant, until now, "good news." I'm sorry, I don't play these kinds of games and I prefer to remain with both feet on the ground and do my best (no, it's not always easy!) to keep my patience.
Oct 22, 2013
In my opinion, substantially lower values that are based on sound and sustainable fundamentals will find their place back in good, not speculative, portfolios some time in the future.
Oct 15, 2013
In my opinion, the most probable outcome for the Washington stalemate on budget talks and raising the debt ceiling will be, once again, one of those temporarily solutions of "kicking the can."