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Europe is 50, But not Middle Aged

March 23, 2007
It is 50-years this week that six countries, France, West Germany, Italy, Netherlands, Belgium and Luxembourg signed the Treaty of Rome and founded the European Economic Community. And so began in earnest the process that has culminated in the creation of the European Union and a shared currency for 15 of the members. Just because it is 50, though…
Europe is 50, But not Middle Aged Europe is 50, But not Middle Aged Reviewed by magonomics on March 23, 2007 Rating: 5
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Q2: Make it or Break it

March 20, 2007
As the first quarter wound down, one of the key features for policy makers and investors has been an increase in uncertainty. Much of the uncertainty may be resolved in the period ahead. In many ways, what happens in the second quarter may very well set the tone for the remainder of the year.

Q2: Make it or Break it Q2: Make it or Break it Reviewed by magonomics on March 20, 2007 Rating: 5
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The Balance of Imbalances

March 16, 2007
There have been numerous Cassandra-like calls warning that global imbalances pose the largest risk to the world economy. Some observers will even place these imbalances at the heart of their explanation for the spasms in the market. There are only two problems with this view: the theory and the facts.
The Balance of Imbalances The Balance of Imbalances Reviewed by magonomics on March 16, 2007 Rating: 5
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Jack Bauer, Risk-Aversity, and the Dollar

March 02, 2007
A common cultural theme, found even in the Bible, is the complicated relationship between fathers and sons. Star Wars, which pits Luke Skywalker against Darthvader, who, in a later episode, we learn is Luke’s father, celebrates its 30th anniversary this year. It was an exciting, even if not new, twist that many boys, of various ages also found lib…
Jack Bauer, Risk-Aversity, and the Dollar Jack Bauer, Risk-Aversity, and the Dollar Reviewed by magonomics on March 02, 2007 Rating: 5
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BOJ Hilkes, Market Yawns

February 21, 2007
The Bank of Japan raised the overnight call rate by 25 bp to 0.50% and the yen sold off. Expectations had been nearly evenly divided. Early in the session, Japanese media reported that BOJ Governor Fukui had proposed a rate hike. The market reacted by taking the dollar from JPY120.50 to JPY119.75. The dollar had then stabilized until the actual an…
BOJ Hilkes, Market Yawns BOJ Hilkes, Market Yawns Reviewed by magonomics on February 21, 2007 Rating: 5
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Fading of the Home Bias: The Unappreciated Story

February 16, 2007
Investors have traditionally shown a preference for their own markets. This is perfectly understandable. Invest in what you know best, is often the advice of professionals. However, liberalization of capital markets and the pursuit of better returns have seen the home-bias fade. This is especially noteworthy in Japan, one of the world’s largest cr…
Fading of the Home Bias: The Unappreciated Story Fading of the Home Bias: The Unappreciated Story Reviewed by magonomics on February 16, 2007 Rating: 5
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Gaming G7

February 09, 2007
Over the last couple of weeks we have consistently argued that the European finance ministers were setting up the market for disappointment if the G7 statement does not single out Japan or express concern over the weakness of the yen. We had thought such disappointment would hit the yen hard. However, the price action has been such where we now su…
Gaming G7 Gaming G7 Reviewed by magonomics on February 09, 2007 Rating: 5
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