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Obama could kill fossil fuels overnight with a nuclear dash for thorium

AEP in The Telegraph.

By Gerry Davies  || August 31, 2010 at 06:30 GMT
Category: All, Commodities, Economy, Europe, Mkt News, Politics/Policy, Regions || Tags: , || 2 comments || Add comment
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AEP back in his element with more doom and gloom

As I’ve said before, AEP doesn’t think the glass is half empty, he thinks it’s been annihilated by a nuclear explosion. Here’s his latest piece from the UK Telegraph.

By Sean Lee  || August 25, 2010 at 02:07 GMT
Category: All, Asia || Tags: || 2 comments || Add comment
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Bonds, stocks can’t both be right

WSJ The Source.

By Gerry Davies  || August 20, 2010 at 14:01 GMT
Category: All, Americas, Economy, Mkt News, Regions || Tags: || 1 comment || Add comment
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Fresh US recovery fears hit risky assets

This is an overview of yesterday’s markets from the Financial Times for those who can’t access it

By David Horton  || August 20, 2010 at 05:02 GMT
Category: All, Europe || Tags: , || 0 comments || Add comment
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RBA Governor Stevens says badly run banks should be allowed to fail

  • Banking regulation is necessary but he warns against over-regulation
  • Global banks need to be less complex, better capitalised, less ‘exciting’

(over Reuters newswires)

By Sean Lee  || August 17, 2010 at 10:08 GMT
Category: All, Europe || Tags: || 7 comments || Add comment
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There will be no double dip…..It will be a lot worse

So writes Egon Von Greyez of Matterhorn Asset Management.

By Gerry Davies  || August 16, 2010 at 16:05 GMT
Category: All, Americas, Economy, Mkt News, Politics/Policy, Regions || Tags: || 18 comments || Add comment
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Who needs bank debt…buy some Johnson & Johnson and others…

Johnson & Johnson sold $1.1 billion of bonds at the lowest interest rates on record for 10-year and 30-year securities amid surging investor demand for the highest- rated corporate debt

This article from Bloomberg

By David Horton  || August 13, 2010 at 02:49 GMT
Category: All, Asia || Tags: || 1 comment || Add comment
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ECB warns on economic recovery

Healthier banks and more private sector demand are necessary if the euro zone, and the world economy in general, is to continue its’ recovery, the ECB said in its’ monthly report.   WSJ article.

By Gerry Davies  || August 12, 2010 at 11:47 GMT
Category: All, Economy, Europe, Mkt News, Regions || Tags: , || 11 comments || Add comment
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West’s recovery mission encounters hitch as harness slips off Chinese dragon

Edmund Conway in The Telegraph.

By Gerry Davies  || August 8, 2010 at 09:40 GMT
Category: All, Economy, Europe, Mkt News, Regions || Tags: || 1 comment || Add comment
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OECD says June leading indicator for OECD area falls to 103.4 from 103.5 in May

  • OECD says June leading indicators point to possible peak in expansion in OECD area
  • Leading indicator in G7 area falls to 103.6 from 103.7
  • Leading indicator for US has turned negative for first time since February 2009
  • Indicators for France, Italy, China, India point to below-trend growth in coming months
By Gerry Davies  || August 6, 2010 at 10:09 GMT
Category: All, Economy, Europe, Mkt News, Regions || Tags: , || 0 comments || Add comment
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