Tag Archives: Morgan Stanley

The Game is Up for the Commodity Super-Cycle as the Yo-Yo Years Begin

By Martin Fluck | Published: May 16, 2012
If a blizzard of awful Chinese economic data isn’t enough to convince you that China is heading into a deflationary slump and the commodity “super-cycle” is coming to an end, then the deepening crisis in the euro-zone should be. That’s because not only will a massive reduction in foreign lending by European banks hurt investment in emerging markets, but supplier economies will be hit disproportionately, as they were post-Lehman.
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To Win the Election, Obama and Romney Must Promise to Break Up the Big Banks

By Martin Fluck | Published: April 23, 2012
Campaigning for a break-up of the big banks has gone mainstream. If Obama is to win the election, he will have to stand up for the middle class, which is fed up with the unfairness of the present economic system. This means he will have to tackle the concentration of bank power that continues to threaten economic stability. For while the overarching purpose of the Dodd–Frank reforms was to end Too-Big-Too-Fail, it may actually be increasing banking industry concentration and preventing the economic recovery.
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Germany’s Approaching Götterdämmerung

By Martin Fluck | Published: April 20, 2012
Germany has been viewed as a safe haven by investors, until now. After all, its export sector has been booming. But investors are beginning to bet against Germany and its manufacturing firms, as a break-up of the euro-zone creeps ever closer. This is because the cost of failure for Germany is growing fast, and the Bundesbank may be trying to force the government’s hand before it digs itself a deeper hole.
Posted in Bond markets, Companies, Currency Markets, Politics, Uncategorized | Also tagged , , , , , , , , , , , , , , , | Comments closed