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Cheap Oil: Too Much Of A Good Thing? The 40% drop in oil prices over the past 6 months has garnered a lot of attention recently, most of it focused on the economic stimulus lower oil prices should provide the global economy, the impact on currency and fixed-income markets and the increase in economic pain suffered by exporters such as Iran and Russia. In this article, I draw on historical data to assess the potential increase in geopolitical ...
With all the "talk" of diverging paths of monetary policy... one could be forgiven, if glancing at the chart above, for thinking the inevitable endgame of Keynesianism is very much at hand as first The BoJ, then The Fed, then Europe all enter ZIRP... and now NIRP... the source
What Happened When Marissa Mayer Tried to Be Steve Jobs (NYT Magazine)China is Planning to Purge Foreign Technology and Replace With Homegrown Suppliers (Bloomberg)The most powerful financial regulators in the world — and they never asked for the job (Medium)Why the Oil Rout Has Spread Economists See Benefits of Cheaper Oil. But Before the Gain, Markets Feel the Pain (WSJ)Can the stock market save millennials? ‘Depression babies’ ...
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Herbert Menzies Marshall (1841-1913) A winter's evening on the Embankment with the Houses of Parliament beyond