Global Investing

Three snapshots for Friday

March 16, 2012

One Apple chart that has been going down for 10 years is its forward P/E ratio:

Rising gasoline prices push up American’s inflation expectations for the next year:

Brazil going Turkey? Not quite

February 13, 2012

Could Brazil be on the cusp of  adopting a Turkish-style monetary policy,  J.P. Morgan analysts ask.

Turkey’s central bank: still a slippery customer

October 20, 2011

The Turkish central bank has done it again, wrong-footing monetary policy predictions with its latest interest rate moves.

from MacroScope:

The Big Five: themes for the week ahead

June 15, 2009

Five things to think about this week:

BOND YIELDS 
- Nominal bond yields have risen across the curve, while term premiums and fixed income volatility are higher in an environment of uncertainty about how central banks will exit from quantitative easing policies once recovery takes hold. Bonds have turned into the worst-performing asset class this year according to Citi and none of the factors which markets have blamed for this are about to disappear. Curve steepening seen in April/May has started to reverse and whether it continues is being viewed as a more open question than whether yields head higher still.