by David

Despite the material majorities enjoyed by the Democratic Party, which traditionally has supported increased regulation of business, many of the proposed financial reforms have not threatened the business opportunities of banks. Most of the decline in bank stock values has been due to their own bad decisions coupled with a very weak economic recovery. The [...]

by Markus

The PS Commentary is a bi-weekly published, macroeconomic analysis on recent trends in the world economy. Written by Markus Schuller. In this edition, the current US FinReg debate is analysed. PS Commentary 06.04.2010 – (EN) So Bankers, Come Rally!

by Markus

The PS Commentary is a bi-weekly published, macroeconomic analysis on recent trends in the world economy. Written by Markus Schuller. In this edition, the high probability of a double-dip recession in the US  will be explained. Please click on the link to read the commentary! PS Commentary 19.03.2010 – Dear Bear Market Rally, Happy Birthday! [...]

by Gregory

There is a lot of fuss and discussion lately about Bernanke and his last speech at the ASSA meeting in Atlanta, where he finally gave his views about the responsibility of the fed in the housing bubble. What an interesting timing! The speech can be summarized with this sentence: That conclusion suggests that the best response [...]

by Gregory

Here comes the first Weekly Wrap of this new year. But nothing has changed, this week again, the market‘s still revolved around the Fed and the unemployment numbers. The Fed minutes are always closely watched as it uncovers more details about the last FOMC meeting and then prove more forward looking that the laconic FOMC [...]

by Markus

Timothy Geithner is undoubtly in an uneviable position. He needs to please his old buddies from Wall Street while working for an administration that authentically took on the fight against lobbyists. On Tuesday he gave an interview to National Public Radio. Main quotes below: ‘‘We are not going to have a second wave of financial [...]

by Gregory

Undoubtedly, this is the subject of the last three months: do we have a bubble in the stocks markets? The question is obviously not new and has been raised a million of times in the past without any consequences in terms of policy and futures cycles. However, the question is gaining more attention nowadays, and [...]

by Gregory

 Liquidity and risk appetite are back around the table, stocks enjoy the free lunch and the value of the dollar is consumed slowly. As for the treasury market, the dynamics is currently more complex and thus make it one of the most intriguing asset classes to watch these days. So, what’s happening in the bond [...]