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Date authored

: 2011 » 12/2011 » 12/07/2011
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Consumer Credit (Excluding Student Loans) Now Below 50 Year Average

December 7th, 2011
in
Bloomberg outlines: U.S. consumer borrowing rose in October to the highest level in two years, propelled by gains in non-revolving debt like auto and student loans.

Mario Draghi to drag out ECB rescue

December 7th, 2011
in
Investors have febrile expectations of Mario Draghi. They are strangely hopeful that the Italian chief of the European Central Bank will soon unleash a blitz of bond purchases to halt the death spiral in southern Europe.

Malkiel disses Treasuries, and he's right

December 7th, 2011
in
Burton Malkiel, author of the classic (and frequently updated and highly recommended) A Random Walk Down Wall Street, and long-time proponent of portfolio diversification and the virtues of passive vs. active investing, has decided that enough is enough: government bonds stink. In his op-ed in today's WSJ, "The Bond Buyer's Dilemma," Malkiel takes the courageous step of urging investors to un-diversify their portfolios and actively eschew government bonds.

Index of Stress: November 2011

December 7th, 2011
in
The Federal Reserve Bank of St.

Toward A More Transparent Policy Regime

December 7th, 2011
in
The FOMC is seeking to become more transparent about both its policy objectives and its strategy for achieving those objectives. The Chairman has emphasized that this is an ongoing process. This is from a commentary that was published on December 5, 2011.

A wake-up call for Big Pharma

December 7th, 2011
in
Lower profit margins suggest a need for new business models.

Europe and the Bomb

December 7th, 2011
in
European Commision (EC) - What is this?

Nassau Meetings

December 7th, 2011
in
ECRI will visit Nassau, Bahamas to meet with professional clients.

Frankfurt Conference

December 7th, 2011
in
On March 22 at 9:00 AM ECRI's Lakshman Achuthan will join a panel discussion about the "Risks Beyond the Eurozone and the Threat of Contagion" during the Bloomberg Sovereign Debt Conference.

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