Wed Jun 23, 2010 18:36 GMT |
Financial markets seem to have a very short memory span when it comes to aligning with macroeconomic fundamentals these days. Though the release of housing sales numbers in the US today and the short-lived euphoria of China’s loosening of its exchange rate regime at the start of the week seem to have shaken up equities… [Read more]
Tags: asset prices, Bundesbank, competitive, competitiveness, Construction, debt deflation, deflation, ECB, ERM-2, euro, Eurozone, Germany, Greece, housing bubble, internal devaluation, ireland, Italy, labour costs, Portugal, Spain, unemployment
Posted in: Eurozone, Inflation/Deflation
Thu Jun 3, 2010 17:11 GMT |
Facing a double-whammy of a credit-fuelled housing bubble and a slowdown in Chinese economic activity, the outlook for Australia’s economy is turning increasingly precarious. While consensus continues to point towards further monetary tightening by the Reserve Bank of Australia, Business Monitor’s Head of Asia analysis, Stuart Allsopp, believes that further interest rate hikes are unlikely…. [Read more]
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Tags: AUD, aussie dollar, australia, China, China slowdown, commodity exports, double-dip recession, housing bubble, interest rates, monetary easing, monetary policy, monetary tightening, Property Bubble, Reserve Bank of Australia
Posted in: Asia, Commodities, Financials, General, Inflation/Deflation, Podcast