So much for those well-anchored inflation expectations: http://t.co/sluvp3zlEB
10 minutes ago
Roubini Topic Archive: Markets
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EconoGmac Launches Commodity Commons Focusing on the Commodity Complex
We are re-launching our thought platform on EconoMonitor with a more discrete focus on the commodity complex. In so doing we hope to unpack a number of themes that we have grown to uncover over the past five years. When we sat down to create a series of long/short investment vehicles in the commodity complex [...]
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Weekend Update – Not of the SNL Kind
Apologies to the team for not writing for some time. To be honest there really hasn’t been much to say. Stocks took a hickey ten days ago only to finish up on the week for the 10th straight week in a row. Yawn And in the “Yawn” lays the problem. I am becoming more and [...]
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Negative Fatigue (or, The Power of Asset Allocation Rebalancing)
Blistering! Amazing! Astounding! Terrifying! We start off the New Year with no shortage of adjectives to describe the month in markets that was January. While it remains unclear how broad the participation has been and to what degree the strength is sustainable, there is no question that investors, helped by the world’s central banks, moved [...]
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Ellis CNBC Video – Is a Disorderly Greek Default Priced into the Market?
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Lincoln Ellis, Barry Knapp on U.S. Stocks Bloomberg Video
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Ellis Video Interviews on Jobs, Equity Markets, and Copper Markets
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Ellis CNBC Video – Three Best Commodity Plays
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Lincoln Ellis Bloomberg Videos – Commodities Are the New Bonds, Investment Strategy
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Commodities Are the New New Bonds
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Beware the Dark Side of the Force
Markets continue to look on the dark side, raising pressure on central banks to do something. Meanwhile, economic data refuses to cooperate. China’s Manufacturing PMI (well timed earlier than expected release) was stronger than expected, though still the weakest September reading on record. It’s worth noting that export orders were surprisingly strong, so the domestic [...]
