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February Economic Report

Posted by Matt in February 8th, 2010 | no comment 
Published in Economy, Financial, , , , , , , , , , , , , , , , , , , ,

by Simon Hunt
This will be a shortened version of our usual monthly economic reports, since we have posted several short notes on the economic and financial markets.
This year is likely to be a year of surprises. Global economic growth will disappoint. The intrusion of governments into all matters financial, economic and even personal is a [...]

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Three market developments keeping me up at night

Posted by Matt in February 27th, 2009 | 1 comment 
Published in Economy, Financial, , , , , , , , , , , , , , , , , , , , , ,

Three troubling developments:
1. SOVEREIGN credit quality is coming into question.
2. Eastern Europe is starting to meltdown.
3. Rapid deterioration in commercial real estate continues apace.
The article below is by Mike Larson (02-27-09).
I’m a worrier by nature. I can’t help it. My job is to peer around the corner, figure out what’s next, and most importantly, discern what [...]

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