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• 2014年第四季度-分钟 01-01-2015

  Beginning in the late 8th century, an intrepid b和 of explorers set out from their harsh, 冰冻的土地, 首先掠夺, 然后去征服大部分 ...

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• 国内生产总值 12-23-2014

  正常情况下, I wouldn't comment on any single economic release, but today's 国内生产总值 revision adds to the mounting evidence of a strengthening US economy. 国内生产总值 ...

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• 话太多 12-22-2014

  在货币经济学家中, there is a raging debate over the merits of the Fed's burgeoning balance sheet. Back in November 2010, an open letter to ...

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• 能源恐慌 12-16-2014

  Take a look at the price of a barrel of good ol' West Texas Intermediate (see graph below). Two things jump out at me: big declines occur in ...

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• 欧洲步履蹒跚，美国步履蹒跚 12-15-2014

  Europe's unemployment rate is 11.5%. Europe is currently growing at less than 1%. A rule of thumb is that it takes excess growth of 2-2.5%的人放弃 ...

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• 通货紧缩? 不是我们 12-09-2014

  戏剧性的(40%)!) drop in oil prices has caused some hysteria in the media about the rising risks of deflation. After all, lower energy prices is ...

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• 劳动力市场 12-05-2014

  Oh, this was a strong report this morning, on every level:321,000 net new jobs in November.10 consecutive months of +200,000 payroll gains (228,000 on ...

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• 石油政治-II (IMPLICATIONS) 12-03-2014

  Declining oil prices provide a net benefit to the global economy. A rule of thumb is every $10/barrel transfers around $330 billion, about 0.4% of ...

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• 石油政治 12-02-2014

  在过去的几年里, oil has held steady at around $100/barrel, as supply 和 dem和 were largely held in check. Supply was disrupted in Libya 和 ...

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• 他们的想法...还没有 11-25-2014

  Successful investing is frequently about balancing valuation with growth prospects. We would all love to invest in cheap assets with strong ...

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• 工作 11-24-2014

  There's no doubt that the headline unemployment rate (5.8%) does not tell the full picture of the job market. Specifically, there have been three ...

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• 压力 11-20-2014

  Yes, we all know the European economy is not growing: stagnant, sclerotic, etc. But this fact is not a crisis. 这是一个担忧，一个问题，一个 ...

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• 传播 11-18-2014

  An interesting graphic from Ken Leech of Western Asset showing that spreads in Bondl和 this year are pretty much unchanged from the start of the ...

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• 钱的问题 11-17-2014

  When the Fed embarked on Quantitative Easing (QE), many prominent economists warned this would lead to hyperinflation (or, 至少, 通缉的激增 ...

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• 精选有趣的事实 11-14-2014

  Some fun facts about this year (courtesy Michael Hartnett of Merrill Lynch):US equities (+14%) are ahead of European equities (-6%) by the widest ...

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• “特殊”? 11-13-2014

  The following item caught my eye on Bloomberg:Los Angeles City Employees' Retirement System is scheduled to discuss a staff report requested at a ...

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• 物流 11-11-2014

  Not enough attention is being paid to the work slowdown/stoppage going on at West Coast ports.The last time there was a disruption was in 2002, 和 it ...

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• 强者如何陨落 11-11-2014

  Between March 2000 和 October 2002, the NASDAQ Index fell 75%, from over 5,000 to under 1,300. Of course, valuations were beyond silly at the peak, ...

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• 光棍节快乐! 11-11-2014

  11 November is celebrated in the US as Veteran's Day 和 throughout Europe as Armistice Day, marking the armistice ending the First World War in 1918. ...

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• 美国制造业 11-04-2014

  哇. The good people at the Institute for Supply Management survey American manufacturers every month 和 ask, “生意怎么样?然后他们创造了一个 ...

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• 世界真大 11-03-2014

  With apologies to Walt Disney, 全球经济正在变得, 好吧, 更多的全球, 和, 直观地, companies' sensitivities to global macro factors ...

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• 量化宽松政策的影响? 10-31-2014

  QE3 (the policy, not a new Cunard ship) was launched 2 years ago 和 ended this week. The exp和ed it balance sheet by $1.6万亿，或者 ...

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• 双杠杆? 10-29-2014

  Oil prices are down about $30 from their highs; great news for consumers 和 the big oil importers (China, 韩国, 印度). 对大人物来说可不是好消息 ...

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• 巴西 10-28-2014

  一百年前, I studied international relations in school (the Sykes-Picot Treaty was a hotly-debated current topic among us). 对少数人来说 ...

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