On Credit Contraction and Deflationary Pressures
The following is a series of thoughts about the threat of deflation knocking at the door of the U.S. economy. The U.S. economic growth is most dependent on the consuming culture of its citizens as it comprises 70% of our GDP. Yet the last decade saw the trend of...Waking Up From a Dream: An Assessment of Recent Events and Emerging Indicators
The stress tests for Europe’s banking system have come and gone and now we feel obliged to provide you with our take. We prefer not to trust the fox guarding the chicken coop just yet. The stress tests are a pinnacle example of the world of finance that has gripped us...The Majestic Ride of Sleeping Assets
As a break from our continued attention to the banking sector and the financial stress that persists around the globe we’d like to offer some thoughts on more general economic activity occurring at present, but which demonstrates the seeds of a new international...Awaiting the EU Banking Stress Tests: Plethora of Food and the Anorexic Sector
This coming Friday, July 23, 2010, the EU will make public the results of the stress tests implemented on its banks. Three comments are in order prior to the release: First, will analysts be able to reproduce the results especially for weak banks (assuming that the...Sign Up for Our Publications
