Financial Markets

Random musings on global financial markets, technology, physics and geopolitics

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Entries from November 2009

Whither the dollar ?

November 30th, 2009 · No Comments · Markets

We must get ready for a weak-dollar world By Jeffrey Garten Published: November 29 2009 20:02 | Last updated: November 29 2009 20:02 The two most significant structural consequences of the recent financial debacle are the massive deficits and debts of the US and the shift of economic power from west to east. There is only […]

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Dubai – another set of bigger dominoes ?

November 30th, 2009 · No Comments · Geopolitics, Markets

Agree with Willem Buitler . . . stay tuned as 2010 could be another year of volatile financial markets as the difficulties spread to nation-states. Willem Buitler : Professor of European Political Economy, London School of Economics and Political Science; former chief economist of the EBRD, former external member of the MPC; adviser to international organisations, […]

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Satyajit Das : Back to the Future

November 23rd, 2009 · No Comments · Geopolitics, Markets

A global market perspective that I agree with . . . November 23, 2009 The Future That Was China’s economic model is reminiscent of 17thcentury mercantilist policies. Thomas Mun, a Director of the East India Company, in England’s Treasure by Foreign Trade (1664), wrote that the purpose of trade was to export more than you imported. […]

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Goldman’s Presentation From The Merrill Lynch Financial Services Conference

November 12th, 2009 · No Comments · Markets

Below is the complete presentation; a top level perspective. A year ago, when I presented at this conference, the mood was one of uncertainty and fear. Our industry was rocked to the core, buffeted by extraordinary volatility, and, in the credit markets, extreme illiquidity. Twelve months later, conditions across financial markets have improved significantly, and […]

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