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Great Graphic: US Money Printing is Not All That

February 28, 2013
This Great Graphic was posted on the FT Alphaville, which in turn appears to have gotten it from Credit Suisse, w ho relied on Thomson Reuters data.

A prevalent monetarist argument is that foreign exchange prices should reflect the relative changes in the stock of money.  This is part of the reason why so many expect QE to be negative for a curre…
Great Graphic: US Money Printing is Not All That Great Graphic: US Money Printing is Not All That Reviewed by Marc Chandler on February 28, 2013 Rating: 5
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Sequester Fester, No Cliff

February 28, 2013
The political paralysis means that the $1.2 trillion in spending cuts are set to go into effect with an $85 bln in cuts during the remainder of the current fiscal year.  Assuming that ever dollar cut in spending reduces GDP by a dollar, the sequester will shave US growth by around 0.5% this year.               

However, the way households will be…
Sequester Fester, No Cliff Sequester Fester, No Cliff Reviewed by Marc Chandler on February 28, 2013 Rating: 5
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Great Graphic: Cross Border Capital Flows

February 28, 2013
This Great Graphic comes from one of the best reports on the global capital markets. For the last several years McKinsey&Company publishes an annual report on it and released this year's earlier this week. Here is the link.  It is a must read and it is free.  
The question it poses this year is whether financial globalization is retreat…
Great Graphic: Cross Border Capital Flows Great Graphic: Cross Border Capital Flows Reviewed by Marc Chandler on February 28, 2013 Rating: 5
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Calmer Markets Continue

February 28, 2013
The global capital markets continue to stabilize after the UK downgrade and Italian election results disrupted the start of the week. Investors appear to be finding consolation in assurances from the major central banks that the extraordinarily accommodative monetary policies will continue to for some time. 
These new assurances, if you will, be…
Calmer Markets Continue Calmer Markets Continue Reviewed by Marc Chandler on February 28, 2013 Rating: 5
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Great Graphic: Post-PC Era

February 27, 2013
This Great Graphic was from a post by Eric McWhinnie on Wall Street Cheat Sheet.  He got it from Statista.  It illustrates the new technology era that has begun--the post-PC era.  
Here is how it fits into the larger thesis I am working on--threads of which run through my longer term analysis over the past couple of years (overview here).  
Essen…
Great Graphic: Post-PC Era Great Graphic: Post-PC Era Reviewed by Marc Chandler on February 27, 2013 Rating: 5
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