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Spending some time as AV’s Bombay wallah. Noticeably sweatier but not much else has changed.
From Credit Suisse’s James Sweeney and team: Read more
Cardiff writes mostly about US macroeconomic issues, with daily excursions into other topics about which he claim no expertise. Before Alphaville, Cardiff spent a little more than two years as a reporter at Dow Jones Financial News covering investment banking, asset management, and private equity. Along the way he has written freelance pieces on a variety of other topics from behavioural psychology to Muay Thai, the latter also being a personal interest that involves frequently getting kicked in the shins (and torso, and head).
Chart via Calculated Risk using data from Josh Lehner, and it compares the current US employment recovery against “the previous Big 5 crises, as identified by Reinhart and Rogoff, in terms of job loss and the return to peak time line”. Read more
1.How oil can get back to triple digits by 2017
2.That was nuts. What about next year?
3.Saudi Arabia and the curious case of Gorbachev anxiety
5.Shkreli's new target market: 1100 Americans-a-year
8.Cœuré and the paradox of integration; a.k.a how the euro project accidentally created a homogenised monster
9.SWF redemptions as a 2016 risk factor
10.Pettis on the tragedy of China's common private central banks
1.Markets Live: Thursday, 26th November, 2015
2.Knowing me, not knowing you - Barclays edition
3.Wait, China’s employment counting problem … solved?
4.Pettis on the tragedy of China’s common private central banks
5.Nothing but a ‘G’ thang
6.When bank balance sheets become scarce commodities
7.The declining velocity of end of year predictions… and money
9.An end to dropped US cellphone connections? Well, maybe
10.Markets Live: Wednesday, 25th November, 2015
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