Independent Global Macroeconomic Research
Employment in the US is closely watched, especially as the Fed has marked it out as an important factor in how it will judge its stance in monetary policy. Payrolls have [...]
In the short run, it is difficult to see what can stop equities at this point. Low inflation, central bank support and relatively robust economic data have created a [...]
The spotlight remained on Portugal the end of last week as EU finance ministers agreed to give the country seven more years to repay its stock of existing loans. Still, [...]
The recent Q4-12 GDP print in Japan underscores the mounting pressure on BOJ and Ministry of Finance officials to act decisively on the ongoing strength of the Yen. Japan’s economy slumped to a 2.9% contraction on the year (nominal GDP,…
A Primer on the Euro Breakup: Default, Exit and Devaluation as the Optimal Solution
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