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Category: Economic & Policy Analysis
GREECE – Fresh Elections: an Effective Euro Referendum?
[private]After far from conclusive results over the week-end, Greece looks likely to have a fresh general election in the near term, possibly on June 17.GREECE – Fresh Elections: an Effective Euro Referendum?[/private]
The Global Market Weekly – 5/4/12
[private] Euro-skeptics Rule After Sunday? Investors are trying to deal with a prospect of a new Socialist regime in France, with the specter of confiscatory taxation and a return to increased deficit spending. The true read more
Australia: Growth and Inflation Forecast Cut, Scope for Further Easing?
[private] As was expected by most, the quarterly RBA Statement on Monetary Policy (SMP) repeated and elaborated on the statement made by Governor Stevens following the policy decision earlier in the week. The SMP began read more
5/7 The Morning Briefing
[private]Equities: All lower. Bonds: Europe mixed, Japan higher. Currencies: Little change. Germany: Orders rise clearly. France: Hollande wins presidency. Greece: Backlash for the nation’s two largest parties. Indonesia: Growth moderates further. Australia: Stronger retail sales.(DE) read more
The Global Markets Weekly
[private] Euro-skeptics Rule After Sunday? Investors are trying to deal with a prospect of a new Socialist regime in France, with the specter of confiscatory taxation and a return to increased deficit spending. The true read more
Emerging Markets: Central Bank Caution Rules
[private] Next week brings fresh price data for many of the emerging markets, likely showing a continuation of benign inflation. Disinflation is probable in Brazil and possible in China. China and India industrial productions figures read more
Employment: Troubling, but is it Weather?
[private]April payroll employment undershoots expectations, rising 115,000 (Consensus: +165,000; Decision Economics: +138,000). Private-sector employment rose a modestly healthier 130,000, following on upward-revised increases of 166,000 in March (was +121,000) and 254,000 in February (was +233,000). read more
ISM Non-Manufacturing: How Much to Dismiss?
[private]The headline ISM Non-Manufacturing index drops a more-than-expected 2.5 points, to 53.5 (Consensus: -0.5 point; Decision Economics: +0.4 point). Obviously, the concern is that this big decline casts doubt on the positive indication given by read more
Initial Claims
[private]Initial claims fall a more-than-expected 27,000 (Consensus and Decision Economics: -8,000) from a prior-week level revised up by 4,000. The Labor Department cited no special factors as influencing the result. Though not yet totally credible read more
ECB: More Uncertain
[private] Surprising no-one, the ECB Council kept policy on hold for a fifth successive month, retaining the high-profile refi rate at 1.00% and the deposit rate at 0.25%. Notably, President Draghi used the Q&A session read more
Research Studies
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
[private] [/private] Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts read more
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