Category Archive: Macroeconomy

Macro Outlook : Taper Taser In The Most Important Next 10 Days

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All the good work of the PMIs were wiped out by the Non Farm Payroll which fell short enough to unconvince about half the world that the Taper is imminent. “Fed watchers Jon… Continue reading

Calling Bluff On Real Estate

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“Around 90 percent of the 130,000 foreigners that own properties in Johor are Singaporeans, according to a June 3 report in the Straits Times newspaper.” THAT IS 117,000 SINGAPOREANS ! And some probably… Continue reading

Global Economic Outlook Still Supporting Deflationary Forces

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Published with the permission of Desaque Macro Research http://www.desaque.com The Global Economic Outlook Gets Messier The reversal in sentiment towards emerging markets has been dramatic during 2013. These economies have witnessed major capital… Continue reading

Still Waiting For A Crash ? You Will Have It

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Burning question on what to invest in on the top of our minds. I am torn between the rosy growth picture painted in the economic numbers that is severely tampered by the chain… Continue reading

Macro Outlook – Limbo Rock

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There is an almost certain lack of direction in the markets, Great Rotation or not and everything seems to be hanging in limbo. That is how I perceive the situation to be after… Continue reading

Ad Hoc Commentary – the many short term benefits of restarting the Cold War through Syria

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Reagan and Gorbachev ended the Cold War. If Obama bombs Syria, he would likely be remembered in history as the president that restarted the Cold War. Let us put aside our conscience for… Continue reading

What To Expect In Asia

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No more time for niceties and S&P is taking the lead asserting that while this may not evolve into a full blown Asian crisis, the most likely scenario is the following. “Weak or… Continue reading

FED UP OF THE FED

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So now we are on our own ? The world, I mean. Without the Fed. Because .. SURPRISE, the FED DOES NOT WORK FOR THE GLOBAL GOOD !! “You have to remember that… Continue reading

Ad Hoc Commentary – Yellen 2014 Clinton 2016

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Earlier today, this was making the rounds on the grapevine: “…A source from Team Obama told CNBC that Larry Summers will likely be named chairman of the Federal Reserve in a few weeks… Continue reading

AFTER SEEING STARS, WE SEE A FULL MOON

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After seeing stars in the past week, we saw a Full Blue and Red Moon last night. A Blue Moon is the third full moon in a season with four (most seasons have… Continue reading