21 January, 2016 by The TZ Newswire Staff Comments Off on Morgan Stanley say 2 rate cuts from RBA in 2016 – ‘far from priced in’
Morgan Stanley say 2 rate cuts from RBA in 2016 – ‘far from priced in’
50bp of easing to come from the Reserve Bank of Australia this year says MS
– While the as external developments have knock-on effects in the domestic economy
(bolding mine)
21 January, 2016 by The TZ Newswire Staff Comments Off on When militants attack, should teachers shoot back?
When militants attack, should teachers shoot back?
After Wednesday’s shootings at a Pakistan university, attention has focused on the two staff members who took up arms to protect themselves.
21 January, 2016 by The TZ Newswire Staff Comments Off on Front Loaded: China, Volatility, and Debt Deflation
Front Loaded: China, Volatility, and Debt Deflation
Below are some excerpts from our latest macro note, “Front Loaded: China, Volatility, and Debt Deflation.” The full report with the charts and footnotes is on www.kbra.com. The key question raised by the comment is this: Do Chair Yellen and the other members of the Federal Open Market Committee actually believe that there is a positive trade-off between the “benefits” of QE and zero rates and the carnage now unfolding in the global capital markets?
21 January, 2016 by The TZ Newswire Staff Comments Off on China labour ministry says urban unemployment rate remained at 4.05% at end 2015
China labour ministry says urban unemployment rate remained at 4.05% at end 2015
The government in China targeted to keep the urban unemployment rate below 4.5% in 2015
– No problemo says the labour department – it was 4.05% at the end of the year!
And employment in China is to ‘remain stable’ in 2016 too says a spokesman.
21 January, 2016 by The TZ Newswire Staff Comments Off on The Fragile Forty & How The World Lost $17 Trillion In 6 Months
The Fragile Forty & How The World Lost $17 Trillion In 6 Months
It’s official. More than 50% of the “wealth” effect created from the 2011 lows to the 2015 highs has been destroyed (despite the world’s central banks going into money-printing overdrive over that period). Almost $17 trillion of equity market capitalization has evaporated in just over 6 months with over 40 global stock indices in bear markets…
21 January, 2016 by The TZ Newswire Staff Comments Off on Goldman: Beware EMs, China will drag them until 2020
Goldman: Beware EMs, China will drag them until 2020
China’s enormous, complex economic transition will keep emerging markets under pressure for the next five years, Goldman Sachs has warned.
21 January, 2016 by The TZ Newswire Staff Comments Off on Goldman: Beware EMs, China will drag them until 2020
Goldman: Beware EMs, China will drag them until 2020
China’s enormous, complex economic transition will keep emerging markets under pressure for the next five years, Goldman Sachs has warned.