Global Investing

Three snapshots for Friday

March 9, 2012

The U.S. economy probably created 210,000 jobs last month, according to a Reuters survey. If the forecasts are accurate, the government’s jobs report on Friday would mark the first time since early 2011 that payrolls have grown by more than 200,000 for three months in a row. Refresh chart

Two months rally + long markets = correction?

March 7, 2012

The debate in global financial markets is whether the new year’s rally is either just pausing or coming to an end.

Timing the next bull market in stocks

November 18, 2011

Markets are down again today (MSCI world index down 0.7 pct so far this morning) and the market overall is nearing a bear market territory again (from a three-year high hit in May).

Hungary and the euro zone blame game

November 17, 2011

More tough talk from Hungarian officials on the ‘unjustified’ weakness of the country’s currency, which has dropped 11 percent against the euro this year to all-time lows.

from Jeremy Gaunt:

Twisted Sister and the Federal Reserve

September 21, 2011

The Federal Reserve's "Operation Twist" has set the literary- and musical-allusion juices flowing.  It is all about the Fed selling or not rolling over short-term debt and buying long-term bonds instead in order to keep borrowing costs low.

Tunisia-driven ructions in Cairo markets

January 21, 2011

Traders at the Cairo stock exchangeWhat a week it has been for Egypt.  All the regional political upheaval  happened in Tunisia, half a continent away, but most of the pain has been felt on Cairo’s financial markets. The Egyptian stock market has fallen almost 8 percent and the Egyptian pound is languishing near seven-year lows to the dollar. The cost of insuring exposure to Egyptian debt has risen to 18-month highs.

Solar activities and market cycles

November 29, 2010

Can nature’s cycles enrich our finance and market theories?

Market predictions based on the alignment of the sun, moon and the earth and other cycles could help investors stay disciplined and profit in economic storms, says Daniel Shaffer, CEO of Shaffer Asset Management.

Bad economic data, please

October 14, 2010

Interesting twist at the moment – how are financial markets going to view not-so-bad or good data out of the United States in the run-up to the next Federal Reserve meeting.

Equities — an ‘even years’ curse?

June 17, 2010

Are global equity markets under an ‘Even Years Curse’ that sees them underperform bonds in even-numbered years but beat fixed-income returns in odd-numbered ones? After some number-crunching, Fidelity International’s’ director of asset allocation Trevor Greetham suspects so.