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    Welcome Back To Reality

    [ 4 June, 2010 | 0 Comment  ]

    by Markus

    The PS Commentary is a macroeconomic analysis on recent trends in the world economy. Written by Markus Schuller, Panthera Solutions. In this edition, Markus analyzes the current state of the US economy and the return of realism in investor´s recovery perception. PS Commentary 01.06.2010 – Welcome Back to Reality (EN)

  • MACRO & ASSET ALLOCATION


    So Bankers, Come Rally!

    [ 11 April, 2010 | 0 Comment  ]

    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!

  • MACRO & ASSET ALLOCATION


    Dear Bear Market Rally, Happy Birthday!

    [ 23 March, 2010 | 0 Comment  ]

    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! [...]

  • ENERGY & COMMODITIES


    EU beating US after Copenhagen?

    [ 6 October, 2009 | 1 Comment  ]

    MM Energy & Commodity Default

    by Jürgen

    Today took place a round table discussion with Monica Frassoni, former president of the Green party in the European parliament. The main question was: will the European Union be the climate change leader after the review of the Kyoto protocol during the Copenhagen conference in December? Find below the main conclusions, tackling changes of European majority and the allocation of the return from the ETS, Obama’s impact on the European economy, or why we shouldn’t be afraid of an EU wide carbon tax.

  • EMERGING MARKETS


    Russia-US Relations: Obama Comes Good

    [ 10 July, 2009 | 1 Comment  ]

    flag RU US

    by James

    My optimism about Obama?s potential had been sliding rapidly, but events in Russia this week go a considerable way to reassuring that there is real talent behind his persona. To be clear, his inefficacy in the US still worries. He is giving domestic politicians far too much freedom, and they have far too many vested [...]

  • EMERGING MARKETS


    Obama Medvedev – the Highs & Lows

    [ 2 April, 2009 | 1 Comment  ]

    by James

    I’ve been waiting for a while to see this picture… Medvedev is shorter than Putin. He has less of a hang up about it, but anyway, the Russian presidential protocol continues – press are only allowed to photo from upward looking angles. Obama, is of course a basketball player, so the meeting made for an [...]

  • MACRO & ASSET ALLOCATION


    Moving Markets? Obama Takes Market Risk

    [ 25 March, 2009 | 3 Comments  ]

    by James

    On economic matters, is a national leader a market commentator or a strategist? It was clear from the outset that Obama would disappoint some factions in his first 100 days, so broad were the expectations place on him. In the midst of an economic crisis, it is a catastrophe that he has disappointed so many [...]

  • MACRO & ASSET ALLOCATION


    Rick Santelli scooped by Playboy?

    [ 1 March, 2009 | 0 Comment  ]

    by Markus

    According to Playboy, the Rick Santelli rant was a PR event planned by the usual right-wing suspects as early as August 2008. What hasn’t been reported until now is evidence linking Santelli’s “tea party” rant with some very familiar names in the Republican rightwing machine, from PR operatives who specialize in imitation-grassroots PR campaigns (called [...]

  •  

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