On Exchange & Interest Rates: Liquidity Concerns in the Midst of Unrest and the Construction of the New Silk Road
On August 9th of last year, we published on this website a commentary on what amounted to be a prelude to our September newsletter, regarding the Chinese bubble. A few months later and in the beginning of the new Chinese Year, we observe some troubling developments in...Πληθωριστικες Πιεσεις και Προσδοκιες
Στην παρούσα περίοδο, δύο δυναμικές διαμορφώνονται στο μέτωπο του πληθωρισμού. Η πρώτη έχει να κάνει με τις πληθωριστικές πιέσεις στα βασικά είδη διατροφής και ενέργειας. Βέβαια και οι δύο αυτές πηγές αποκλείονται από τον επίσημο υπολογισμό του τιμάριθμου...From Tunisia and Egypt to the Rest of the Middle East: Are we Re-living the Historic Days of Regime Change?
For the second part of our series on global hot spots, it should be pretty obvious where the news waves would have us cover: the Middle East, which might be living the days that the former eastern block of countries experienced starting in November 1989 with the fall...European Debt Scenarios and Prospects for Growth
A few weeks ago we wrote that we are optimistic that another deep crisis will be avoided and that the Euro will survive. Recent developments and scenarios are unfolding that seem to confirm that optimism. However, we remain cautious for the next couple of months,...Sign Up for Our Publications
