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Germany's CDU/Merkel Lose the Mo'

September 03, 2009
Germany holds national elections on Sept 27. It has long been anticipated that the grand coalition of CDU and SPD would end with the CDU possibly forming a coalition with the FDP. However, the recent polls and last weekend's elections warn that of a risk that a grand coalition may be the only logical outcome.
Germany's CDU/Merkel Lose the Mo' Germany's CDU/Merkel Lose the Mo' Reviewed by magonomics on September 03, 2009 Rating: 5
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Interesting look at Euro, Yen, Volatility, and S&P 500

September 03, 2009
Risk on. Risk off. The markets are moving together. Risk on trades are thought to be short U.S. dollar, yen, and bonds; long equities, commodities, and EM. There is nothing cast in stone about these patterns and in the past the pattern was different. In the late 1990s and again in the 2002-2004 period, the euro and the S&P 500, for example, we…
Interesting look at Euro, Yen, Volatility, and S&P 500 Interesting look at Euro, Yen, Volatility, and S&P 500 Reviewed by magonomics on September 03, 2009 Rating: 5
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US Farm Subsidies Gradually Coming Under Pressure at WTO

September 02, 2009
Agriculture subsidies by Europe and the US sticks in the craw of many developing countries. It can distort prices, spur excess production and retard development. In recent years US corn subsidies and EU sugar subsidies have been challenged. The World Trade Organization has succeeded the GATT, which some believe stood for the General Agreement to T…
US Farm Subsidies Gradually Coming Under Pressure at WTO US Farm Subsidies Gradually Coming Under Pressure at WTO Reviewed by magonomics on September 02, 2009 Rating: 5
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Auto Sales

September 02, 2009
Stronger than expected US auto sales point to an constructive August retail sales report, when it is released on Sept 15. However, the risk is that due to lighter back-to-school traffic, sales excluding autos and gasoline may be somewhat softer than the headline.
Auto Sales Auto Sales Reviewed by magonomics on September 02, 2009 Rating: 5
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Shanghai Composite is Not a Main Driver

September 01, 2009
With China contributing mightily to the world economy, many investors are casting a watchful eye on the Shanghai Composite, the largest of the Chinese equity markets. It fell more nearly 22% in Aug, leaving it about 46.5% higher than the start of the year. There seems to be a tendency to exaggerate the significance for other markets.
We looked at …
Shanghai Composite is Not a Main Driver Shanghai Composite is Not a Main Driver Reviewed by magonomics on September 01, 2009 Rating: 5
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Forbes Business Visionary: Growing Out of Debt Forbes Business Visionary: Growing Out of Debt Reviewed by magonomics on September 01, 2009 Rating: 5
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What August G10 Price Action May Mean for September

September 01, 2009
FX trading was particularly difficult in the month of August. The most commonly traded currency pair the euro and the dollar were essentially unchanged on the month. The euro eked out a 0.27% gain or about 4/10 of a penny. The Swedish krona (+0.22%) and the Australian dollar (-0.07%) were for all practical purposes flat. The best performing G10 cu…
What August G10 Price Action May Mean for September What August G10 Price Action May Mean for September Reviewed by magonomics on September 01, 2009 Rating: 5
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