cristian

Thursday Outlook: Commodities, Global Markets

Liquidity bubble my foot, or rather liquidity bubble for whom ?! The consumer does not seem to suffer the vertigo of any such bubble. Consumer spending is seemingly gripped by a liquidity squeeze. And here lyes the problem that could perpetuate indefinitely the misery of this economy.
Just a reminder, the bulk of the active economy is still consumer driven.

Consumers Buy Into Disinflation

"Disinflation" aka contraction !

Wednesday Outlook: Commodities, Emerging Markets

What rally ? Every day now since the bailout commitment, markets start the day by bouncing up, and a feeding frenzy follows ! Investors taking profits !