*Disclaimer: I am really bad at putting out posts in a timely manner - I first started drafting this one Sunday night* Back from vacation ...
Read More
All Time Low for US Corporate ROE
From Deutsche and FT Alphaville ....Hard to see how this chart is consistent with equities having an attractive return on capital at these ...
Read More
¡Órale, Banxico! Mexico's Hiking Cycle is Over
They say if you don't say good things about yourself, nobody else will. "Another 25bp hike at next week’s Banxico meeting looks b...
Read More
What's Going on in EUR?
Some quick thoughts on EUR, after our brief off topic discussion in a comment thread last week. EUR has decisively broken out relativ...
Read More
Economist Riff of the Week: The Argentina 100-year Bond
This week’s Economist Riff takes us to Argentina. Last week Argentina made headlines by issuing a $2.75 billion in bonds that mature in 100...
Read More
Canada House Prices, CAD, Rates and the BoC
Is the Canadian housing market in a bubble? Is it about to precipitate an nationwide financial crisis? If so, what can, or should, the BoC ...
Read More
What I Think About When Thinking About Mexican Rates
Ok stick with me gang--I'm sorry to go deep on Mexico again but I think it is worth a drill down. While there are some super-talented a...
Read More
Subscribe to:
Posts (Atom)