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88 ArticlesMacro

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Greece Talks Fail, Grandstanding By All Involved, But We Think Greece Will Win This Round

There has been a lot said about Greece, but you have to give the new government one thing: They have guts. The Greece talks failed on Monday, mainly because ...

Feb 17, 2015

The Hunt For Yield Takes the US to Subprime Auto Loans.

The next US subprime problem, apparently, is in auto loans: Ms. Payne went with her daughter to a dealership that arranges loans for Santander and other auto ...

Feb 02, 2015

Now, International Woes at an Austrian Bank, But Not To Worry, Draghi Will Be Here

Sorry for all those news coming from international sources. There’s one more. This time it’s an Austrian Bank, called Raiffeisen. These is how the ...

Jan 29, 2015

Greece: 11 Lost Years, and Counting

As we see Greece rejoicing the win of a party that says they should renegotiate Euro debt, let’s see how their economy has done. (Data from ECB) ...

Jan 28, 2015

The Aftermath of the SNB Cluster Bomb on the Swiss Franc – One More Turkey Trade Meets Its Calling

The massive move in the Swiss Franc versus the Euro has claimed its early victims. On Thursday, the Swiss National Bank (SNB) suddenly removed its four-year ...

Jan 19, 2015

11 Consecutive Days of Selling Stocks takes us to First “Sell” Month by Foreign Institutions

Foreign Investors are selling. And continuously selling. (Last week, we saw the biggest FII outflows on a weekly basis in 2014.) As the markets seem to have ...

Dec 23, 2014

Russia Hikes Interest Rates as Ruble Goes Through the Roof

Russia’s being deep sixed by the fall in crude oil prices. The Russian Ruble has crashed to a record low of 55 to a dollar, which would make its 2014 ...

Dec 11, 2014

Greece Gives Markets Jitters While China Surprises With a Big Fall

Greece is back in the news again. Antonio Samaras, the Greek Prime Minister, has called for what is effectively a “vote of confidence” for his ...

Dec 09, 2014

RBI Reverses Gold Restrictions, But Smuggling Still Lucrative With 10% Duty

RBI has reversed all restrictions on gold imports. This supposedly has come from the government. It’s a very good decision, because such import ...

Dec 02, 2014

Three Hidden Facts in the GDP Growth Number of 5.3% for Sep 2014

Indian GDP Growth has fallen to 5.3% in Sep 2014, from June’s number of 5.7%. While this isn’t that much of a fall, the growth in ...

Nov 30, 2014

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