from Global Investing:

The best of all worlds for investors?

October 12, 2009

Could it be that equity and bond investors are living in the best of all worlds at the moment?

Live Blogging G20

September 3, 2009

Finance ministers from the G20 are meeting in London on Friday and Saturday to discuss the next steps in battling the world’s worst economic and financial crisis since the Great Depression.

Price level targeting vs inflation targeting

August 23, 2009

Professor Charles Goodhart of the London School of Economics explains the difference between inflation targeting and price level targeting in the lobby of Jackson Lake Lodge after taking part in an animated discussion of whether central banks should target price levels rather than inflation.

How to count a recovery

August 17, 2009

If it takes two successive quarters of falling GDP to enter a recession, how can a country emerge from recession with only one quarter of growth?  In the past week or so, journalists have declared the recession over in France, Germany and now Japan.  Of course, most reports rightly ask how long this will last and stress that a genuine recovery is far from certain.

Long shot ricochets in Steinbrueck’s quest for legacy

August 7, 2009

As the German election approaches and with it a chance he may not hold onto his job, Finance Minister Peer Steinbrueck took a long shot this week to try and boost his legacy as the man who took on the tax dodgers and won. While some of the new rules he proposed in a now trademark campaign against tax fraud failed to pass, the 62-year-old Social Democrat can only have boosted his popularity with voters and upped his chances of holding onto the Finance portfolio after the September 27 vote.

Are Americans really saving?

July 13, 2009

The Dutch investment bank ING reckons talk of Americans rediscovering savings is misleading.

Why the BRICS like Africa

June 30, 2009

There is little doubt that the BRICs — Brazil, Russia, India and China — have become big players in Africa. According to Standard Bank of South Africa, BRIC trade with the continent has snowballed from just $16 billion in 2000 to $157 billion last year. That is a 33 percent compounded annual growth rate.

Shoots and weeds in the economic garden

June 9, 2009

Nouriel Roubini is a bearish guy at the best of times, but he is currently worried that signs of those “green shoots” of economic recovery are covering up something altogether more stubborn in the garden.

How to calculate the decline of decline

June 3, 2009

Analysts and strategists assessing whether there’s an economic recovery on the way are increasingly referring to “second derivatives”. It usually means a measure, say production, has declined, but not by as much as it did last month, or quarter.

Why are commodities surging?

June 3, 2009

Interesting take on the rise in commodity prices from Julian Jessop, chief international economist at Capital Economics. The rise has little to do with the weaker dollar and everything to do with expectations of global economic recovery, he says.